Pricing & Plans
Self-Directed Plan
Self-Directed features:
Xero or QuickBooks Online Cloud Accounting with unlimited bank and credit accounts – you manage transactions and reconciliations monthly
Monthly Success check including:
Review the Chart of Accounts for Changes & Clarity
Review the status of your transactions, troubleshoot & reminders
Post Monthly Profit & Loss, Balance Sheet, and General Ledger to Shared Drive for history
Draft Sales Reports
Assess Tax Liability Report for WA Excise Tax
File & Pay WA Excise Tax – monthly if a monthly filer, quarterly if a quarterly filer, annually if an annual filer
Quarterly Success check including:
Transactions inspection & correction
Payroll Adjustments
Update you on processes to change and changes in your business
Review potential major purchases or asset dispositions
Review any tax and licensing notices or upcoming dates, apprise of changes before renewing
Unlimited Chat access to everyone on our team with the ability to schedule tasks, provide files, and ask questions 24/7