AI PROFIT PLUS

SILVER
$997/Month
Month-to-Month
30-DAY MONEY BACK GUARANTEE
Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
2X Monthly
Number of Monthly Transactions
1000 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Deluxe (Monthly)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
third party A/P Invoicing
Annual Business Tax Return Preparation & Filing
Business Tax Return Prepared and Filed on Annual Paid in Full
Annual Personal Tax Return Preparation and Filing
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
1 30-minutes meeting per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
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GOLD
$1,997 / Month
Month-to-Month
30-DAY MONEY BACK GUARANTEE
Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
Weekly
Number of Monthly Transactions
2,000 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Deluxe (2X per Month)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
Monthly
third party A/P Invoicing
Monthly
Annual Business Tax Return Preparation & Filing
Business Tax Return Prepared and Filed on Annual Paid in Full
Annual Personal Tax Return Preparation and Filing
Personal Tax Return Prepared and Filed on Annual Paid in Full
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
Up to 2 (30-minutes each) per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Buy Now
GOLD
$1,997 / Month
Month-to-Month

30-DAY MONEY BACK GUARANTEE

Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
Weekly
Number of Monthly Transactions
2,000 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Deluxe (2X per Month)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
Monthly
third party A/P Invoicing
Monthly
Annual Business Tax Return Preparation & Filing
Business Tax Return Prepared and Filed on Annual Paid in Full
Annual Personal Tax Return Preparation and Filing
Personal Tax Return Prepared and Filed on Annual Paid in Full
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
Up to 2 (30-minutes each) per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Buy Now
PLATINUM
$2,997 / Month
Month-to-Month

30-DAY MONEY BACK GUARANTEE

Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
10X per Month
Number of Monthly Transactions
3,000 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Deluxe (Weekly)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
2X Monthly
third party A/P Invoicing
2X Monthly
Annual Business Tax Return Preparation & Filing
Business Tax Return Prepared and Filed on Annual Paid in Full
Annual Personal Tax Return Preparation and Filing
Personal Tax Return Prepared and Filed on Annual Paid in Full
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
Weekly (30-minutes each) per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Buy Now
BRONZE
$597 / Month
Month-to-Month

30-DAY MONEY BACK GUARANTEE

Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
Monthly
Number of Monthly Transactions
300 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Standard (Monthly)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
third party A/P Invoicing
Annual Business Tax Return Preparation & Filing
Annual Personal Tax Return Preparation and Filing
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
1 30-minute meeting per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Buy Now
SILVER
$997/Month
Month-to-Month

30-DAY MONEY BACK GUARANTEE

Buy Now
Bookkeeping Services
Bookkeeping Update Frequency
2X Monthly
Number of Monthly Transactions
1000 or less
Number of Bank Accounts **
Unlimited
Number of Credit Card Accounts
Unlimited
Accounting Basis
Cash/Accrual
Management Reports
Deluxe (Monthly)
General Ledger Review
Account Reconciliation
Financial Document Storage
Period Close-Out & Review
Business Consulting & Accounting Services
Financial Model Creation
Financial Model Management
Financial Model Data Updates
Monthly
Financial Statements
Monthly
Financial Statements Provided Within 10-Days After Statement/s Issuance
Monthly Profit Solutions Team Accuracy Audit
Operational Category Creation
Operational Budgets Defined and Managed
Bank Account Reconciliations
Credit Card Account Reconciliations
Cash Flow Management
Third party A/R Invoicing
third party A/P Invoicing
Annual Business Tax Return Preparation & Filing
Business Tax Return Prepared and Filed on Annual Paid in Full
Annual Personal Tax Return Preparation and Filing
Dedicated Team
Senior Business Consultant (Coach)
Senior Accountant (SA)
Junior Accountant (JA)
Financial Model Analyst (FMA)
Tax Expert Available For Additional Tax Related Services/Advice
Client Portal
Real-time Reporting
Real-time Workflow Status Log
Complete Document/Report Depository
Support
Scheduled Conference Calls with Dedicated Coach
1 30-minutes meeting per month
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
Buy Now

* 30-Day Notice required to cancel.

** Including Paypal, Venmo, and other third-party wallets.

BRONZE

$349

per Month

$499

1 Time Set-Up Fee

BUY NOW

Maximum Monthly Transactions: 200
AI Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching

SILVER

$549

per Month

$499

1 Time Set-Up Fee

BUY NOW

Maximum Monthly Transactions: 500
AI Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching

GOLD

$749

per Month

$499

1 Time Set-Up Fee

BUY NOW

Maximum Monthly Transactions: 750
AI Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching

PLATINUM

$949

per Month

$499

1 Time Set-Up Fee

BUY NOW

Maximum Monthly Transactions: 1,000
AI Bookkeeping Bronze
Financial Model
Budget Reports
Monthly Financial Coaching

Bookkeeping Package Monthly Reports include: Profit & Loss (P&L) Statement, Balance Sheet, and Cashflow Statement.

All programs include QBO Simple Start Plan. Any upgrades are charged at Profit Solutions cost.

All programs are month-to-month. 30-days’ notice is required to cancel.

ADD-ONS

BACK TAX WORK

50% of Monthly Package Price

per Month of Back Tax Work
Add Now

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

$100

+

$5

per month
per user per month
Add Now

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

[email protected]

118 Metropole Avenue, Avalon, CA

Monday to Friday
8:00 am to 5:00 pm PST