AGENT MONTHLY PRICING PACKAGES
All packages require an active QBO subscription.
Cancel any time. Please provide us with a 30 day notification in advance.
ESSENTIAL
$265 / month
GROWTH
$375 / month
PRO
$500 / month
Monthly Transactions
Up to 100
Up to 200
Up to 300
Bank & Credit Card Accounts
Up to 2
Up to 4
Up to 6
Chart of Accounts Setup
Transaction Categorization
Monthly Reconciliation
Receipt Management
Bill Entry
Up to 5
Up to 10
Monthly Financial Statements
P&L, Balance Sheet
P&L, Balance Sheet
P&L, Balance Sheet
Email Support
Response Time – (Business Hours)
Within 48 Hours
Within 24 Hours
Within 12 Hours
Form 1099 Management & Filing
Year-End Tax Package Prep
Basic Summary
Detailed Package for CPA/EA
Detailed Package + CPA/EA Collaboration
Review Calls – (Optional)
Annual
Quarterly
Monthly