Monthly Subscription
QuickBooks Online included. Unlimited transactions. Your books reconciled and closed every month.
Kickstarter
Freelancers, independent professionals and early-stage businesses with no employees.
- Up to 2 financial accounts
- QuickBooks Online Simple Start included
- Unlimited transactions
Small Biz
Small businesses with regular operations, petty cash and active use of company cards.
- Up to 4 financial accounts
- QuickBooks Online Essentials included
- Unlimited transactions
Growing
Established businesses with several business lines, receivables and payables to manage.
- Up to 8 financial accounts
- QuickBooks Online Essentials included
- Unlimited transactions
Full Corp
Multi-location businesses, complex structures or high-volume operations.
- Up to 15 financial accounts
- QuickBooks Online Plus included
- Unlimited transactions
Each bank account or business credit card counts as one financial account. Your plan is chosen by the services you need, not only by the number of accounts. Not sure? Book a free 30-minute consultation.
More than monthly bookkeeping
What each plan includes
Each plan includes everything in the plan before it.
| Service | Kickstarter | Small Biz | Growing | Full Corp |
|---|---|---|---|---|
| Your plan | ||||
| Financial accounts | Up to 2 | Up to 4 | Up to 8 | Up to 15 |
| QuickBooks Online included | Simple Start | Essentials | Essentials | Plus |
| Unlimited transactions | ||||
| Tax-ready books for your CPA | ||||
| Monthly bookkeeping | ||||
| Income and expenses recorded and categorized | ||||
| Receipts and supporting documents linked | ||||
| Bank and credit card reconciliations | ||||
| Loan payments split into principal and interest | ||||
| Month-end close: books reviewed and locked | ||||
| Monthly reports | ||||
| Profit & Loss and Balance Sheet | ||||
| General Ledger | ||||
| A/R and A/P aging summaries | — | — | ||
| Reports by class or location | — | — | — | |
| Payroll and payment platforms | ||||
| Payroll entries from your payroll provider (by journal entry) | — | |||
| Payment platform sales, fees and refunds | — | Journal entries | Connected to QuickBooks | Connected to QuickBooks |
| Receivables (A/R) | ||||
| Customer payments matched and applied, open and overdue invoices tracked | — | — | ||
| Invoices created and sent, collection reminders | — | — | — | |
| Payables (A/P) | ||||
| Vendor bills recorded, payments matched and applied, aging reviewed weekly | — | — | ||
| Pending bills and obligations followed up | — | — | — | |
| Advanced management | ||||
| Class, department and location tracking | — | — | — | |
| Daily or weekly recording and monitoring | — | — | — | |
Specialized Add-ons
Available with any monthly plan. Quoted separately when not included in your plan.
Job Costing / Project Accounting
- Direct costs (materials, labor, subcontractors) and income assigned to each project
- Estimates vs. actual costs
- Profit & Loss and margin per project
Multi-Currency Accounting
- Sales and purchases in foreign currencies
- Exchange-rate revaluation of bank accounts and open invoices
- Realized and unrealized FX gains and losses
Factoring Accounting
- Invoices sold to the factoring company
- Cash advance and factoring reserve
- Fees and interest separated
- Original receivable settled at final collection
Inventory Accounting
- Cost of Goods Sold (COGS)
- Purchases and stock received
- Shrinkage and obsolescence adjustments
- Book value reconciled with physical counts
Not sure which plan fits?
Let's talk about your business and find the right plan together.
Book a free 30-minute consultation