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        COPPER
         $ 49 per month
  • Reconciled Monthly
  • No setup fees
  • 50 transactions or less
  • Self Employed Only
  • One Bank Account
  • One Credit Card
  • Access from anywhere on any device
  • Connect with your files wherever you are
  • Cancel Anytime
  • QuickBooks® Online FREE for 30 days (1) 
         SILVER
          $
99 per month
  • Reconciled Monthly
  • No setup fees
  • 50 transactions or less
  • Monthly review/reports
  • Access from anywhere on any device
  • Connect with your files wherever you are
  • Cancel Anytime
  • QuickBooks® Online FREE for 30 days (1)
      PLATINUM
        $
149 per month
  • Reconciled Monthly
  • No setup fees
  • Unlimited transactions
  • Monthly review/reports
  • Unlimited bank accounts
  • Unlimited credit cards
  • Access from anywhere on any device
  • Connect with your files wherever you are
  • Cancel Anytime
  • QuickBooks® Online FREE for 30 days (1)
          GOLD
        $
299 per month
  • Reconciled Monthly
  • No setup fees
  • Unlimited transactions
  • Monthly review/Weekly reports
  • Unlimited bank accounts
  • Unlimited credit cards
  • Access from anywhere on any device
  • Connect with your files wherever you are
  • Cancel Anytime
  • Quickbooks Online FREE for 30 days (1)

    * Payroll up to 5 employees (2)
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COPPER PACKAGE
Designed for the self employed with minimal monthly transactions. Perfect for Real Estate Agents, Insurance Agents and individuals with a few transactions a month one bank account and one credit card. This package will help you be prepared to file your yearly tax returns. 
SILVER PACKAGE
Designed for the sole owner with no employees and minimal monthly transactions. Perfect for Real Estate Agents, Insurance Agents and individuals with a few transactions a month but in search of an inexpensive way to organize their finances. This package will help you be prepared to file your yearly tax returns.

PLATINUM PACKAGE
The Platinum Package offers all the necessary tools for the Small to Medium sized business to control unlimited number of transactions and monthly reconcilement of all bank accounts and credit cards. A monthly overview of Balance Sheet and Profit and Loss.
GOLD PACKAGE
The Gold Package was designed for the solid business with a large amount of transactions and accounts to reconcile. Payroll Services included (call for details). We can team up with your CPA or your in-house Office Manager to better serve you.
What YOU do:
  1. Once a month send us your bank statements, credit card statements, receipts, invoices, bills, etc.  via email, upload to our shared drive or U.S. mail
  2. Go back to your business and do what you do best: run your business and make money

What do WE do?

  1. Open the documents you sent
  2. Enter all pertinent information into our accounting software and post entries accordingly
  3. Reconcile your bank statements
  4. Reconcile your credit card statements
  5. Prepare and deliver monthly financial statement (Balance Sheet, Income Statement, etc.) via email or our secured shared drive in the Cloud
  6. Backup all information on our secured server
(1) Call for details for the Quickbooks Online FREE for 30 days offer
(2) Please call for 6 employees or more
Serving clients anywhere in the U.S.A.
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