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Set up your subscription
Answer a few quick questions and we'll build your plan.
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Step 1 of 5
Tell us about your business
Select an existing business, or create a new one.
* Required fields
Business name and EIN are required.
Please select or create a business before continuing.
Step 2 of 5
Do you need bookkeeping?
Monthly bookkeeping, kept in Excel or QuickBooks.
Is your QuickBooks already set up?
Choose one option to continue.
Add-ons
Additional bank or credit card account
Use quantity for multiple accounts.
$20/month per additional account
Loan or credit line tracking
Use quantity for multiple loans or credit lines.
$10/month per loan or credit line
1099 contractor payment tracking
Tracks subcontractor payments.
$5/month
Payroll tracking in Excel
For clients who run payroll.
$5/month
Additional bank or credit card account
Use quantity for multiple accounts.
$20/month per additional account
Additional loan tracking
Use quantity for multiple loans.
$10/month per additional loan
Payroll tracking in QuickBooks
Payroll records and employee history.
$5/month
Please choose Excel or QuickBooks.
Step 3 of 5
Do you need payroll management?
Monthly payroll, priced by number of employees.
Base plan: $75/month (includes 1 employee). Additional employees: $10/employee/month. One-time setup fee: $100.
Step 4 of 5
Do you need sales tax filing?
Choose a filing frequency for the business.
Please choose monthly or quarterly.
Step 5 of 5
Review your plan
Adjust quantities or remove items, then check out.
