BOOKKEEPING & PROFIT PLUS
Bookkeeping Plans
Bronze$219
per month *$499
1 Time Set-Up Fee
per month *
1 Time Set-Up Fee
Bookkeeping Services
Bookkeeping Frequency
Maximum Monthly Transactions
Expert Bookkeeper
Accounting Basis
Financial Reports
General Ledger Review
Account Reconciliation Frequency
Financial Document Storage
Period Close-Out & Review
Support
Scheduled Conference Calls with Dedicated CSM
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Additional Voice Support: 8am to 5pm (PST), Monday through Friday based on availability
Silver$399
per month *$499
1 Time Set-Up Fee
per month *
1 Time Set-Up Fee
Bookkeeping Services
Bookkeeping Frequency
Maximum Monthly Transactions
Expert Bookkeeper
Accounting Basis
Financial Reports
General Ledger Review
Account Reconciliation Frequency
Financial Document Storage
Period Close-Out & Review
Support
Scheduled Conference Calls with Dedicated CSM
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Additional Voice Support: 8am to 5pm (PST), Monday through Friday based on availability
Gold$599
per month *$499
1 Time Set-Up Fee
per month *
1 Time Set-Up Fee
Bookkeeping Services
Bookkeeping Frequency
Maximum Monthly Transactions
Expert Bookkeeper
Accounting Basis
Financial Reports
General Ledger Review
Account Reconciliation Frequency
Financial Document Storage
Period Close-Out & Review
Support
Scheduled Conference Calls with Dedicated CSM
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Additional Voice Support: 8am to 5pm (PST), Monday through Friday based on availability
Platinum$799
per month *$499
1 Time Set-Up Fee
per month *
1 Time Set-Up Fee
Bookkeeping Services
Bookkeeping Frequency
Maximum Monthly Transactions
Expert Bookkeeper
Accounting Basis
Financial Reports
General Ledger Review
Account Reconciliation Frequency
Financial Document Storage
Period Close-Out & Review
Support
Scheduled Conference Calls with Dedicated CSM
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Additional Voice Support: 8am to 5pm (PST), Monday through Friday based on availability
Bookkeeping Financial Monthly Reports include: Profit & Loss (P&L) Statement, Balance Sheet, and Cashflow Statement.
All programs include QBO Simple Start Plan. Any QBO upgrades are charged at cost.
All programs are month-to-month. 30-days’ notice is required to cancel.
Profit Plus Plans
BRONZE
$349
per Month
$499
1 Time Set-Up Fee
Maximum Monthly Transactions: 200
Includes Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching
SILVER
$549
per Month
$499
1 Time Set-Up Fee
Maximum Monthly Transactions: 500
Includes Bookkeeping Silver
Financial Model
Budget Reports
Monthly Financial Coaching
GOLD
$749
per Month
$499
1 Time Set-Up Fee
Maximum Monthly Transactions: 750
Includes Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching
PLATINUM
$949
per Month
$499
1 Time Set-Up Fee
Maximum Monthly Transactions: 1,000
Included Bookkeeping Platinum
Financial Model
Budget Reports
Monthly Financial Coaching
All programs include QBO Simple Start Plan. Any QBO upgrades are charged at cost.
All programs are month-to-month. 30-days’ notice is required to cancel.
BOOKKEEPING & PROFIT PLUS ADD-ONS
BACK TAX WORK
50% of Monthly Package Price
per Month of Back Tax Work
Notes:
- Unreconciled accounts prior to sixty days of subscribing to Profit Solutions are considered BACK TAX WORK
Actual data sources must be electronically available. E.g. electronic reports or statements from bank accounts, transaction log spreadsheet.
PAYROLL
Notes:
- Payroll tool subscription not included.
Reach out today for your free consultation
Fill out the form and our team will get back to you within 24 hours.
Talk to one of our Business Consultants
1-844-958-4833
118 Metropole Avenue, Avalon, CA
Monday to Friday
8:00 am to 5:00 pm PST