Basic Plan

$225

per month

  • Up to 1 synced account (bank, credit card, savings, other)
  • Up to 50 total transactions recorded and categorized monthly
  • Reconcilation of accounts on a quarterly basis
  • Preparation of financial statements on a quarterly basis (Income Statement, Balance Sheet, Statement of Cash Flows)
  • 30 minutes of conference time per month
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Classic Plan

$350

per month

  • Up to 2 synced accounts (bank, credit card, savings, other)
  • Up to 75 total transactions recorded and categorized monthly
  • Reconcilation of accounts on a monthly basis
  • Preparation of financial statements on a monthly basis (Income Statement, Balance Sheet, Statement of Cash Flows)
  • 1 hour of conference time per month
  • Monthly HubDoc Subscription
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Preferred Plan

$625

per month

  • Up to 3 synced accounts (bank, credit card, savings, other)
  • Up to 100 total transactions recorded and categorized monthly
  • Reconcilation of accounts on a monthly basis
  • Preparation of financial statements on a monthly basis (Income Statement, Balance Sheet, Statement of Cash Flows)
  • 1 hour of conference time per month
  • Monthly HubDoc Subscription
  • Accounts Receivable/Invoicing up to 20 invoices
  • Accounts Payable/Bill Pay
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INCLUDED WITH ALL PLANS

  • Unlimited Email Support
  • No contract (30 days notification prior to cancellation)
  • Communication with your CPA
  • Monthly XERO or Quick Books Online (QBO) Subscription