BOOKKEEPING & PROFIT PLUS

Bookkeeping Plans

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Bookkeeping Services
Bookkeeping Frequency
Maximum Monthly Transactions
Expert Bookkeeper
Accounting Basis
Financial Reports
General Ledger Review
Account Reconciliation Frequency
Financial Document Storage
Period Close-Out & Review
Support
Scheduled Conference Calls with Dedicated CSM
Email Support
Chat Support: 8am to 5pm (PST), Monday through Friday
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Bronze
$219
per month *
$499
1 Time Set-Up Fee



Monthly
200

Cash/Accrual
Monthly

Monthly



1 30-minute meeting per month

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Silver
$399
per month *
$499
1 Time Set-Up Fee



Monthly
500

Cash/Accrual
Monthly

Monthly



1 30-minute meeting per month

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Gold
$599
per month *
$499
1 Time Set-Up Fee



Monthly
750

Cash/Accrual
Monthly

Monthly



1 30-minute meeting per month



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Platinum
$799
per month *
$499
1 Time Set-Up Fee



Monthly
1000

Cash/Accrual
Monthly

Monthly



1 30-minute meeting per month



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

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

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

Profit Plus Plans

BRONZE

$349

per Month

$499

1 Time Set-Up Fee

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

SILVER

$549

per Month

$499

1 Time Set-Up Fee

Maximum Monthly Transactions: 500
Includes Bookkeeping Silver
Financial Model
Budget Reports
Monthly Financial Coaching

GOLD

$749

per Month

$499

1 Time Set-Up Fee

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

PLATINUM

$949

per Month

$499

1 Time Set-Up Fee

Maximum Monthly Transactions: 1,000
Included Bookkeeping Platinum
Financial Model
Budget Reports
Monthly Financial Coaching

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

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

BOOKKEEPING & PROFIT PLUS ADD-ONS

BACK TAX WORK

50% of Monthly Package Price

per Month of Back Tax Work

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

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

118 Metropole Avenue, Avalon, CA

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