Self-Service Bookkeeping Plan


Starting From
The Self-Service Bookkeeping-Plus plan starts from $500 per month. It is designed for Start-ups and Smaller Organizations who can do some basic bookkeeping themselves in-house under the guardian of our Outsourced CFO. This plan is for start-ups who hate to carry shoe-boxes of financial records to their CPA during tax-season or after-the-fact. We help you to just give your CPA your Profit & Loss and Balance Sheet Reports at year-end.

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
+ 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.

Fill out the form below or call 1-888-810-7070 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 License Fees.

Request For Service

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