Service Plans


Call (657) 333-3618 or (714) 602-3618 for an affordable plan customized to your unique requirements.

Basic
Standard
Classic
Reconcile (2) accounts
Bank or Credit card
Reconcile (3) accounts
Bank or Credit card
Reconcile (4) accounts
Bank or Credit card
Classify & record up to
75 transactions*
Classify & record up to
112 transactions*
Classify & record up to
150 transactions*
(3) Monthly
financial reports
(3) Monthly
financial reports
(3) Monthly
financial reports
Monthly meeting to interpret
your numbers & suggest
improvements
Monthly meeting to interpret
your numbers & suggest
improvements
Monthly meeting to interpret
your numbers & suggest
improvements
Monthly QuickBooks Online
or Xero Subscription
Monthly QuickBooks Online
or Xero Subscription
Monthly QuickBooks Online
or Xero Subscription

Monthly Hubdoc Subscription
Monthly Hubdoc Subscription

Unlimited email support
Quarterly calculation of (4)
margin reports


Unlimited email support


Unlimited phone support

Optional Services:

Expense Planning, Time and Expense Tracking, Accounts Receivable, Accounts Payable, Aged Receivables, Bill Pay, Aged Payables, Customer Invoicing, Clean-up, Catch-up, Set-up, Debt Reduction, Workflow/Process Streamlining, Budgeting, Benchmarking, KPI Dashboard, Payroll processing, Financial Health Report (includes charts & graphics), Strategic Board Reports

* What is a Transaction?

Prices are based on transaction volume. For example, a supplier's invoice which you need to pay would be reflected as (2) transactions: (1) for the entering of the bill, and (1) for producing a corresponding check/payment.