Basic

$200

per month

What’s Included:

  • Banking Activity

    • Up to 100 Transactions
    • Up to 2 Bank Accounts

  • Service Level

    • Monthly

  • Monthly Reports

    • Profit & Loss
    • Balance Sheet

  • Month-End Closing with Bank and/or Credit Card Reconciliation

  • Questions Answered via Email

    • once per month

Most Popular

Standard

$300

per month

What’s Included

  • Banking Activity

    • Up to 150 Transactions
    • Up to 3 Bank Accounts

  • Service Level

    • Monthly

  • Monthly Reports

    • Profit & Loss
    • Balance Sheet

  • Month-End Closing with Bank and/or Credit Card Reconciliation

  • Questions Answered via Email

    • once per month
Advanced

$400

per month

What’s Included

  • Banking Activity

    • Up to 200 Transactions
    • Up to 4 Bank Accounts

  • Service Level

    • Monthly

  • Monthly Reports

    • Profit & Loss
    • Balance Sheet

  • Month-End Closing with Bank and/or Credit Card Reconciliation

  • Questions Answered via Email

    • once per week

  • Monthly Interactive Reports 

  • Invoicing Customers

    • up to 20 invoices per month

Need additional assistance with the basics? Customize your monthly plan with the options below!

Additional services:

  • Prior Period Catch-up or Clean-up
  • 1099 Filing – Including Assistance Requesting W-9’s
  • QuickBooks Account Setup
  • QuickBooks Video Training
  • NC Sales Tax Filing
  • QuickBooks BillPay
  • Transactions by Class/Location/Department
  • Payroll Services
  • Budget Assistance
  • Special Projects for Your Business

Ready to choose your perfect plan?

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