Our Pricing Plans

Deluxe

$797

Per Month
  • Set Up Fee – System Customized for Your Business Starts at $550**
  • Intro to Accounting Software Training
  • Web Application for On-The-Go Access
  • Collaborative access for business owner and accounting professionals
  • General Ledger Maintenance
  • Transaction Coding done for you
  • Transaction Volume per Month <400***
  • Accrual Accounting
  • Reconciliation of 4 Accounts
  • Support/Account Consultation as it applies to work outlined above
  • Monthly Financial Reports – Profit & Loss, Balance Sheet, Cash Flow
  • Monthly Results Phone Call
  • 1099 Preparation
  • Mid Year Tax Planning Session – 1 hour by Phone or in Office
  • Annual Tax Return Preparation – Includes Form 1120S, Form 1040 + Sch C (Add’l forms extra), OR Form 1065****
  • Access to Profit First University
  • Initial Profit First Assessment including 6 quarter roll out plan
  • Profit First cash management system implementation
  • Profit First training and advising – as needed
  • Monthly Profit First accountability check-in
  • Quarterly profit review
  • Quarterly review of current and target allocation percentages
  • Monthly Key Performance Indicators
  • Quarterly results meeting to include your business coach if applicable

Basic

$297

Per Month
  • Set Up Fee – System Customized for Your Business Starts at $150**
  • Intro to Accounting System
  • Web Application for On-The-Go Access
  • Collaborative access for business owner and accounting professionals
  • General Ledger Maintenance
  • Transaction Coding done for you
  • Transaction Volume per Month <100***
  • Customer Receivable Tracking -Training provided to client to track in Accounting System
  • Accounts Payable Tracking -Training provided to client to track in Accounting System
  • Reconciliation of 1 Bank, Credit Card or Paypal Account
  • Support/Accounting Consultation –as it applies to work outlined above and at our discretion
  • Quarterly Financial Reports – Profit & Loss, Balance Sheet, Cash Flow
  • Semi-Annual Results Phone Call
  • 1099 Preparation
  • Mid Year Tax Planning Session
  • Annual Tax Return Preparation – Includes Form 1120S, Form 1040 + Sch C (Add’l forms extra), OR Form 1065****
  • Access to Profit First University

Don’t see the right fit for your business? Custom Packages Available. Call us at 208-890-1126 or contact us here!

Payroll – $66.97 per month for one state and up to 2 employees, $4.15 per month for each additional employee.

Accounts Payable – $247 per month, plus $5 per invoice paid over 20

Accounts Receivable – $287 per month, plus $5 per customer invoice over 20

Other Add Ons:

  • Additional Transactions – $0.50 Each
  • Additional Accounts $50 Each
  • Additional Support Time
  • State Tax Filings – $75 Per Filing
  • Merchant Account Reconciliation
  • More Frequent Reporting
  • Annual Revenue Plan
  • Annual Spending Plan
  • Profit First Controllership****
  • Annual Cash Flow Forecasting
  • System Training
  • Management Phone Call to Review Results

Note:
*Pricing may vary based on the complexity of your situation and transaction volume
**Set up fee may vary based on the complexity of your needs
***Additional transactions billed at $0.50 per transaction
****Includes basic return – unusual or complex tax situations may result in additional billing
*****Call to discuss