Special Projects
Pricing
One-time set-up, clean-up, and catch-up projects.
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- Clean-up Projects
- Catch-up Projects
- Quickbooks Conversions
- Quickbooks Check-up
- Training Videos ─ Recorded training sessions for new staff on using apps.
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QuickBooks Conversion
Let’s get you started off on the right foot.
| #HIDDEN ROW## | |||
| Basic | Plus | Advanced | |
| Pricing (Monthly) Excluding Taxes | $900 | $1,150 | $2,500 |
| Needs analysis and initial consultation | Yes (Up to 1 hour) | Yes (Up to 2 hours) | Yes (Up to 2 hours) |
| Select the right version of QuickBooks to use | |||
| Configure and customize company settings | |||
| Convert and verify data | |||
| Set up users and user permissions | Yes (2 users) | Yes (3 users) | Yes (5 users) |
| Connect QBO to bank and credit card accounts | Yes (Up to 3 accounts) | Yes (Up to 5 accounts) | Yes (Up to 5 accounts) |
| Setup QBO Payroll Services | X | X | |
| Setup Quickbooks payments merchant account to get paid online by customers | |||
| Basic Customization of Reports | X | Up to 2 | Up to 5 |
| Customize Invoice Forms | 1 Form | 2 Forms | 3 Forms |
| Customize email messages/ reminders sent with forms | 1 Email | 2 Emails | 3 Emails |
| Recommend cloud software to integrate with QBO | 1 App | 2 Apps | 3 Apps |
| Integrate recommended software apps with QBO | X | X | 1 App |
| Quickbooks Online overview and one-to-one training. | 30-minute Overview | 2-hour Training | 3-hour Training |
Optional Add-ons
| #HIDDEN ROW## | |||
| #HIDDEN ROW## | |||
| Setup QBO Payroll (up to 10 employees) | $850 | ||
| Setup Sales tax | $200 | ||
| Customized training and consulting | $600 for 3 hours | ||
QuickBooks Check-up
For companies with in-house bookkeeping staff who need a skilled, high-level review of key QuickBooks data.
| #HIDDEN ROW## | |||
| Level 1 | Level 2 | Level 3 | |
| Pricing (Monthly) Excluding Taxes | $800 | $900 | $1,000 |
| An expert analysis of the balance sheet, profit & loss, bank reconciliations, accounts payable aging, accounts receivable aging, undeposited funds, and other areas as deemed necessary | |||
| Select the right version of QuickBooks to use | |||
| Configure and customize company settings | X | 1 Hour | 2 Hours |
| Convert and verify data | X | Up to 3 | Up to 5 |
Not sure which package is right for your business?
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