Self-Service Bookkeeping-Plus plan

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(Yearly Fee)

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The Self-Service Bookkeeping-Plus plan start from $300 per month. It is designed for Start-ups and Small Businesses who can do some basic bookkeeping themselves in-house under the guardian of our Outsourced CFO.

This plan includes:

  • Initial Company Books Set-up or Conversion in QuickBooks by our CFO*
  • Integration of Banks and Credit Cards Accounts to your QuickBooks data
  • 4-Hours accounting Support to Business Owner and Office Manager
  • 4-Hours initial training on how to use and navigate software
  • Monthly Bank Reconciliations and Financial Reports Review
  • Preparation of Business Owner Individual Tax Return
  • Accounting and QuickBooks support during business hours
  • 24/7 online access to Company Books using QuickBooks Online**
  • 24/7 online access to Client’s Portal using SmartVault with the ability to upload and download source documents  and be able to attach documents to QuickBooks Online

Fill out the form below or call 1-888-810-7070 x 201 to join us

*   Additional set-up fee applies if we need to set-up your books or no back-up of current-company-data is available.

** Client’s are responsible for paying Intuit-QuickBooks Online Fees.

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