Choose a Plan that Works for You. No Contracts. Cancel Anytime.

Your monthly package will depend on how much activity you have per month. The transaction volume determines the time we spend, which determines the package you fit into. In addition you will get a host of other services, so that we can make sure to encompass all of your monthly accounting needs. In order to determine the package that fits your company needs, please click here to upload your most recent statements from your bank and/or credit card company. Within 24 hours we will send you an email explaining which package fit your company needs. If you already have an idea of your transaction volume, please click here to enter your information and purchase your monthly accounting package.

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Starter

$ 250USD Monthly
  • Transactions per month:Less than 75
  • Bookkeeping and reconciliation for all accounts:Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:City only
  • Bank/credit card accounts:1-2
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:-
  • Access to customizable reports and forms:-
  • Financial meetings via phone and/or web:-
  • Prepare Annual Statement of Information (State of CA):-
  • Inventory and/or Sales Tracking as needed:-
  • Annual 1009 filings for contractors:-
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):$95

Bronze

$ 450USD Monthly
  • Transactions per month:Less than 76-150
  • Bookkeeping and reconciliation for all accounts:Semi-Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:3-4
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:-
  • Prepare Annual statement of information:-
  • Inventory and/or Sales Tracking as needed:-
  • Annual 1009 filings for contractors:-
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):$150

Silver

$ 695USD Monthly
  • Transactions per month:Less than 151-250
  • Bookkeeping and reconciliation for all accounts:Semi - Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:5-6
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:Monthly
  • Prepare Annual statement of information:
  • Inventory and/or Sales Tracking as needed:
  • Annual 1009 filings for contractors:
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):0

Gold

$ 995USD Monthly
  • Transactions per month:Less than 251-350
  • Bookkeeping and reconciliation for all accounts:Weekly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Semi-weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:6-7
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:Monthly
  • Prepare Annual statement of information:
  • Inventory and/or Sales Tracking as needed:
  • Annual 1009 filings for contractors:
  • AP management and vendor mapping to the chart of accounts:
  • Multi-department Income & Expense tracking:
  • Initial Setup (if needed):0
Comparison Table Includes
  • Transactions per month:
  • Bookkeeping and reconciliation for all accounts:
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:
  • Prepare Annual Statement of Information (State of CA):
  • Inventory and/or Sales Tracking as needed:
  • Annual 1009 filings for contractors:
  • AP management and vendor mapping to the chart of accounts:
  • Multi-department Income & Expense tracking:
  • Initial Setup (if needed):
  • Transactions per month:Less than 75
  • Bookkeeping and reconciliation for all accounts:Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:City only
  • Bank/credit card accounts:1-2
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:-
  • Access to customizable reports and forms:-
  • Financial meetings via phone and/or web:-
  • Prepare Annual Statement of Information (State of CA):-
  • Inventory and/or Sales Tracking as needed:-
  • Annual 1009 filings for contractors:-
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):$95
  • Transactions per month:Less than 76-150
  • Bookkeeping and reconciliation for all accounts:Semi-Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:3-4
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:-
  • Prepare Annual statement of information:-
  • Inventory and/or Sales Tracking as needed:-
  • Annual 1009 filings for contractors:-
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):$150
  • Transactions per month:Less than 151-250
  • Bookkeeping and reconciliation for all accounts:Semi - Monthly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:5-6
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:Monthly
  • Prepare Annual statement of information:
  • Inventory and/or Sales Tracking as needed:
  • Annual 1009 filings for contractors:
  • AP management and vendor mapping to the chart of accounts:-
  • Multi-department Income & Expense tracking:-
  • Initial Setup (if needed):0
  • Transactions per month:Less than 251-350
  • Bookkeeping and reconciliation for all accounts:Weekly
  • Cash, bank, credit, merchant, payroll, and/or loan account reconciliations:
  • Financial Reporting (P & L, Balance Sheet, Cash Flow Report):
  • Chart of account set up or review:
  • Senior Accountant review:
  • Email & Phone support:Semi-weekly
  • City and/or Sales Tax Preparation:
  • Bank/credit card accounts:6-7
  • Chart of accounts maintenance:
  • Licensed Tax Preparer access & collaboration:
  • Access to customizable reports and forms:
  • Financial meetings via phone and/or web:Monthly
  • Prepare Annual statement of information:
  • Inventory and/or Sales Tracking as needed:
  • Annual 1009 filings for contractors:
  • AP management and vendor mapping to the chart of accounts:
  • Multi-department Income & Expense tracking:
  • Initial Setup (if needed):0

Starter

$ 250USD Monthly

Bronze

$ 450USD Monthly

Silver

$ 695USD Monthly

Gold

$ 995USD Monthly

Pick Your Plan:

(Based on Monthly Transactions)

Annual Plans Save 15%