Sole proprietors and single-entity businesses under ~$250k in revenue.
- Up to 2 bank or credit card accounts
- Monthly categorization and reconciliation
- Profit & Loss and Balance Sheet each month
- QuickBooks Online kept current
- Email support, replies within one business day
Established small businesses with payroll, inventory, or several accounts.
- Up to 6 bank or credit card accounts
- Everything in Essentials, plus:
- Accounts payable and receivable tracking
- Payroll journal entries and sales tax support
- Monthly financial review call
- Cash flow statement and month-over-month comparisons
Multi-entity, multi-location, or job-costed businesses that need a real finance function.
- Unlimited accounts and entities
- Everything in Growth, plus:
- Job costing or class and location tracking
- Custom reporting built to your KPIs
- Budget vs. actual reporting
- Direct coordination with your CPA at tax time
- Priority phone access
All plans are month to month. Prices are per entity. Sales tax filing is included where applicable. One-time QuickBooks cleanup is quoted separately.