Starting at $400 a quarter

Best For: Freelancers, Gig Workers

Includes:

QuickBooks Online Essentials or Simple Start setup

Up to 100 transactions/quarter

2 bank/credit card reconciliations

Receipt & expense capture (via Dext or Expensify)

Income & expense categorization

Basic P&L and balance sheet reports

Document storage (secure client portal)

Monthly reports

E-commerce integration (Basic: PayPal, Square)

Shared support (email and phone: 24–48 hr response)

Recommended Add-Ons:

Sales Tax Filing 

1099 Filing 

Catch-up Bookkeeping 

App Integrations:

Dext or Expensify – Receipt and expense capture

PayPal, Square – Payment processors

Starting at $400 a month

Best For:Solopreneurs, Service-based Startups

Includes:

QuickBooks Online Essentials or Simple Start setup

Up to 100 transactions/month

2 bank/credit card reconciliations

Receipt & expense capture (via Dext or Expensify)

Income & expense categorization

Basic P&L and balance sheet reports

Document storage (secure client portal)

Monthly reports

E-commerce integration (Basic: PayPal, Square)

Shared support (email and phone: 24–48 hr response)

Recommended Add-Ons:

All addons in the Starter Package plus:

Urgency Services 

App Integrations:

Dext or Expensify – Receipt and expense capture

PayPal, Square – Payment processors 

Starting at $800 a month

Best For: Small teams, salons, retailers, agencies with moderate complexity

Includes:

QuickBooks Online Plus setup

Up to 300 transactions/month

5 bank/credit account reconciliations

Accounts Payable & Receivable tracking

Cash flow overview

Monthly reporting + quarterly financial reviews

Payroll integration (via Gusto, ADP, or QuickBooks Payroll)

Time tracking integration (via QuickBooks Time)

E-commerce integration (Stripe, Shopify)

Assigned bookkeeping specialist

Email (12–24 hr) + phone support during business hours

Recommended Add-Ons:

All addons in Starter and Advanced Starter, plus:

Payroll Processing 

Inventory Tracking Setup & Monitoring

Quarterly Budgeting Assistance 

Tax Filing Coordination with CPA 

App Integrations:

All addons in Starter and Advanced Starter, plus:

Gusto, ADP, QuickBooks - Payroll

QuickBooks Time (TSheets) – Mobile team tracking integrated with payroll and costing features. 

Stripe, Shopify, WooCommerce- Payment processors and online store platforms

Starting at $1000+/month

Best For: High-volume, multi-entity, or scaling businesses (eCommerce, B2B, construction)

Includes:

QuickBooks Online Plus or Advanced

Unlimited transactions

Inventory sync via SOS Inventory, DEAR Systems

CRM & sales integration (via HubSpot, Zoho)

Custom financial reporting (via Fathom, LivePlan)

KPI dashboards and strategic insights

Cash flow forecasting

Quarterly tax-ready financials

CFO-style quarterly advisory sessions

Dedicated account manager

Priority email (≤12 hr) and phone support

Up to 25 hours/month base support

Recommended Add-Ons:

All add-ons from Starter, Advanced Starter and Growth plus:

KPI Dashboards & Strategic Reporting 

Migration Support (QBO)

Custom Financial Dashboards 

Quarterly Strategy Sessions 

App Integrations:

All in Starter, Advanced Starter, and Growth plus:

HubSpot CRM, Zoho CRM - Manage customer relationships, sales pipelines, and marketing automation. Can integrate with accounting for real-time sales reporting. 

Fathom, LivePlan - Create custom financial dashboards, KPIs, forecasts, and scenario modeling.

DEAR Systems, SOS Inventory - Advanced inventory tracking, purchase orders, warehouse management, and manufacturing workflows.

Melio - Send and schedule vendor payments (ACH or check) from within QuickBooks or independently.

Zapier (custom automations) - Connects different web apps (like QBO, Slack, GDrive) and automates workflows.