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QuickBooks ProAdvisor
Need help learning QuickBooks? 
 
Have questions on reports and what they mean? Want to do your own data entry but not quite sure if you are doing it right? We can help you troubleshoot your issues.
 
I will come to your site and help you. We include this service with any monthly bookkeeping and accounting service!  We are partners with Intuit and can offer QuickBooks at a reduced price to our clients.  Discounted up to 50% off the retail cost.
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*Discounts available when purchased with accounting services up to 50%

Self Employed

First 3 Months

$7.50/month

After 3 Months

$15.00/month

Self Employed
Tax Bundle

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First 3 Months

$12.00/month

After 3 Months

$25.00/month

Self Employed
Live Tax Bundle

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First 3 Months

$17.00/month

After 3 Months

$35.00/month

  • Separate Business and Personal Expenses -- Know where your money is going

    • Securely import transactions from your bank, credit cards, PayPal, Square, and more.

    • Automatically sort transactions into tax categories.

    • Snap photos of your receipts and we’ll automatically match them to existing expenses.

  • Maximize your Schedule C Deductions -- Get every deduction you deserve

    • Snap and store receipts and stop missing out on business expenses deductions

    • Deduct every mile you drive for work with the Self-Employed mileage tracker

    • Automatically sort business expenses into the right tax categories to keep more of what you earn

  • Quarterly Estimated Taxes Calculated Automatically -- Help avoid tax-time surprises

    • Know what you owe each quarter before taxes are due.

    • Avoid late fees with automatic reminders of quarterly tax due dates.

    • Easily organize income & expenses for instant tax filing.

  • Mileage Tracking -- Make every mile count

    • Reliably and automatically track miles with your smartphone's GPS.

    • Categorize business and personal trips with a swipe and add trips manually.

    • Get shareable reports that break down miles driven and potential deductions.

  • Separate Business and Personal Expenses -- Know where your money is going

  • Maximize your Schedule C Deductions -- Get every deduction you deserve

  • Quarterly Estimated Taxes Calculated Automatically -- Help avoid tax-time surprises

  • Mileage Tracking -- Make every mile count

  • Pay Quarterly Estimated Taxes Online directly from QuickBooks -- Pay what you need, when you need to

    • Avoid late fees with automatic reminders of quarterly tax due dates

    • Accurate estimates help make sure you'll have enough money when you need it

    • We do the math so you can avoid year-end surprises

  • Easily Transfer Info to TurboTax -- Seamlessly transfer info to TurboTax

    • Simplify tax time with built-in integration to TurboTax

    • Avoid manual entry mistakes

    • Track expenses in QuickBooks Self-Employed, accurately file with TurboTax

  • One State and one Federal Tax Return filing included in this bundle -- Tax relief when you need it

    • File faster by exporting your Schedule C directly to TurboTax

    • One federal and one state tax return filing included

    • E-file your returns with direct deposit for the fastest tax refund

  • Separate Business and Personal Expenses -- Know where your money is going

  • Maximize your Schedule C Deductions -- Get every deduction you deserve

  • Quarterly Estimated Taxes Calculated Automatically -- Help avoid tax-time surprises

  • Mileage Tracking -- Make every mile count

  • Pay Quarterly Estimated Taxes Online directly from QuickBooks -- Pay what you need, when you need to

  • Easily Transfer Info to TurboTax -- Seamlessly transfer info to TurboTax

  • One State and one Federal Tax Return filing included in this bundle -- Tax relief when you need it

  • Talk to a real CPA when you need -- CPAs review your return Guaranteed done right

    • TurboTax Live CPAs and EAs provide personalized answers to your tax questions—on demand

    • Unlimited access to tax experts with 15 years experience

    • Your CPA or EA review your return line by line, sign it, and guarantee it’s done right

  • Get unlimited help and advice all year -- We'll do what it takes to get you the best outcome possible

    • Get year-round tax advice that's fine-tuned to your situation

    • Simply click to connect to a real expert when you need them

    • Enjoy the peace of mind and confidence that comes from having CPAs or EAs help you every step of the way

  • Have a CPA do a final review of your return -- Get a final review of your tax return

    • Our CPAs and EAs can review your return line by line, sign it, and guarantee it for 100% confidence

    • They’ll do what it takes to get you the best outcome possible

    • Get live advice right on your screen

Simple Start

First 3 Months

$12.50/month

After 3 Months

$25.00/month

  • Track Income & Expenses -- Know where your money is going

    • Securely import transactions from your bank, credit cards, PayPal, Square, and more.

    • Automatically sort transactions into tax categories.

    • Snap photos of your receipts and we’ll automatically match them to existing expenses.

    • Create custom tags and organize them into up to 40 tag groups to see where you make and spend money.

  • Capture & Organize Receipts -- Look professional and get paid fast

    • Accept all credit cards and bank transfers, right in the invoice.

    • Track invoice status, send payment reminders, and match payments to invoices, automatically.

    • Create professional custom invoices with your logo that you can send from any device.

  • Tax Deductions -- Help avoid tax-time surprises

    • Share your books with your accountant or export important documents come tax time.

    • Easily organize income and expenses into tax categories.

    • Automatically sort business expenses into the right tax categories to keep more of what you earn.

  • Run General Reports -- Better decisions with valuable insights

    • Run and export reports including profit & loss, expenses, and balance sheets.

    • Create custom tags and run reports to see where you make and spend money. NEW

    • Avoid surprises by easily tracking cash flow and reporting on your dashboard.

  • Receipt Capture -- Ditch the shoebox and save with a snap

    • Snap photos to add receipts on the go. Upload or email receipts to QuickBooks in seconds.

    • We'll match your receipts to existing expenses or create new expenses for you.

    • QuickBooks sorts your receipts into tax categories so you feel confident come tax time.

  • Mileage tracking -- Make every mile count

  • Manage Cash Flow -- Managing cash flow made easy

    • Forecast money-in and money-out up to 90 days to plan ahead, and stay ahead.

    • See all your business balances on one dashboard, no messy spreadsheets.

    • Open a QuickBooks Checking account to use instant deposit at no extra fee.

  • Track Sales & Sales Tax -- Keep sales in sync no matter how you get paid

    • Accept credit cards anywhere with our mobile card reader or sync with popular apps.

    • Connect to the e-commerce tools you love, including Shopify.

    • Automatically calculate taxes on your invoices.

  • Send Estimates -- Get hired with professional estimates

    • Customize estimates to fit your brand and business needs.

    • Accept mobile signatures and instantly see the latest status.

    • Convert estimates into invoices and track payments with ease.

  • Manage 1099 Contractors -- Stay compliant on all your 1099s

    • Assign vendor payments to 1099 categories.

    • See who you've paid, what you've paid, and when you did it.

    • Prepare and file 1099s right from QuickBooks.

Essentials

First 3 Months

$25.00/month

After 3 Months

$50.00/month

  • Track income & Expenses -- Know where your money is going

  • Capture & Organize Receipts -- Look professional and get paid fast

  • Tax Deductions -- Help avoid tax-time surprises

  • Run General Reports -- Better decisions with valuable insights

  • Receipt Capture -- Ditch the shoebox and save with a snap

  • Mileage tracking -- Make every mile count

  • Manage Cash Flow -- Managing cash flow made easy

  • Track Sales & Sales Tax -- Keep sales in sync no matter how you get paid

  • Send Estimates -- Get hired with professional estimates

  • Manage 1099 Contractors -- Stay compliant on all your 1099s

  • Add 3 users -- Save time when you work together

    • Invite your accountant to access your books for seamless collaboration.

    • Give employees specific access to features and reduce errors with auto-syncing.

    • Protect sensitive data with user-access levels and share reports without sharing a sign-in.

  • Manage & Pay Bills -- Pay bills on time, every time

    • Organize bills in one place, plus schedule and make payments online right in QuickBooks.

    • Pay online for free via bank transfer or debit card, or defer payments via credit card (2.9% fee).

    • Choose how you want vendors to get paid, by check or contact-free direct deposit.

  • Track Time -- Clock employee time and billable hours

    • Track billable hours by client or employee and automatically add them to invoices.

    • Enter hours yourself or give employees protected access to enter their own time.

    • Seamlessly integrate with QuickBooks Time for simpler time tracking.

Plus

First 3 Months

$40.00/month

After 3 Months

$80.00/month

  • Track income & Expenses -- Know where your money is going

  • Capture & Organize Receipts -- Look professional and get paid fast

  • Tax Deductions -- Help avoid tax-time surprises

  • Run General Reports -- Better decisions with valuable insights

  • Receipt Capture -- Ditch the shoebox and save with a snap

  • Mileage tracking -- Make every mile count

  • Manage Cash Flow -- Managing cash flow made easy

  • Track Sales & Sales Tax -- Keep sales in sync no matter how you get paid

  • Send Estimates -- Get hired with professional estimates

  • Manage 1099 Contractors -- Stay compliant on all your 1099s

  • Add 5 users -- Save time when you work together

  • Manage & Pay Bills -- Pay bills on time, every time

  • Track Time -- Clock employee time and billable hours

  • Track Inventory -- Stay stocked for success

    • Track products, cost of goods, and receive notifications when inventory is low.

    • See what's popular, create purchase orders, and manage vendors.

    • Import from Excel or sync with Amazon, Shopify, Etsy, and more.

  • Track product profitability -- Manage work your way

    • Get a bird's eye view of all your projects, all in one place.

    • Easily track labor costs, payroll, and expenses with job costing.

    • See project profitability in a glance with clear dashboards and reports.

Advanced

First 3 Months

$90.00/month

After 3 Months

$180.00/month

  • Track income & Expenses -- Know where your money is going

  • Capture & Organize Receipts -- Look professional and get paid fast

  • Tax Deductions -- Help avoid tax-time surprises

  • Run General Reports -- Better decisions with valuable insights

  • Receipt Capture -- Ditch the shoebox and save with a snap

  • Mileage tracking -- Make every mile count

  • Manage Cash Flow -- Managing cash flow made easy

  • Track Sales & Sales Tax -- Keep sales in sync no matter how you get paid

  • Send Estimates -- Get hired with professional estimates

  • Manage 1099 Contractors -- Stay compliant on all your 1099s

  • Add 5+ users -- Save time when you work together

  • Manage & Pay Bills -- Pay bills on time, every time

  • Track Time -- Clock employee time and billable hours

  • Track Inventory -- Stay stocked for success

  • Track product profitability -- Manage work your way

  • Business analytics & insights -- Smart reporting you can act on

    • Track key performance indicators (KPIs) with in-depth analysis tools from Fathom™** — worth $528/year.

    • Consolidate data from multiple companies into presentation-ready reports.

    • Compare, rank and benchmark your companies, clients or franchisees.

  • Manage employee expenses -- Streamline how you manage your employees expenses

    • Employees submit expenses directly to QuickBooks, saving time and reducing errors.

    • Review and track all employee expenses right in QuickBooks.

    • Expense records are stored in one place, so it's easy to find information you can rely on.

  • Batch invoices & expenses -- Speed up with batch transactions

    • Create invoices 37% faster with batch invoicing.

    • Enter, edit, and send multiple invoices, checks, expenses, and bills in a few clicks.

    • Cut and paste from Excel — right into the QuickBooks batch transactions sheet.

  • Customize access by role -- Put the right information in the right hands

    • Customize access/permission with confidence and preview to make sure users can only see and do what they need to.

    • Create user access by transactions such as deposits, sales, expenses, inventory, or reports / Create custom access by transactions such as deposits, sales, expenses, inventory, or reports for your team to use Advanced.

    • Boost productivity to support growth when you delegate work to users or sales reps by their assigned locations.

  • Exclusive app integrations -- Manage more of your business all in one place

    • Integrate with best-in-class apps such as LeanLaw, HubSpot, DocuSign, Bill.com, Salesforce and more for tailored end-to-end premium solutions.

    • Access exclusive functions and connections only with QuickBooks Online Advanced.

    • Scale and customize easily on your time and budget.

    • Track data unique to your industry.

  • Dedicated account team -- VIP support with Priority Circle membership

    • Contact a dedicated account team who will get to know you and your business and connect you to the right resources.

    • Call, email, or schedule an appointment with product and subject experts.

    • Get 24/7 premium tech support, available via phone or chat.

  • On-demand online training -- Online QuickBooks training with Priority Circle membership

    • Learn at your pace with free online training valued at $3,000 for you and your entire team.

    • Become experts of your data and business with dedicated help and resources.

    • Get the most out of the features and capabilities in QuickBooks.

  • Automate processes & tasks -- Automate key accounting tasks

    • Set reminders for transactions with a due date, like invoices, payments, or deposits.

    • Notify customers when their payment has been received.

    • Send bills and invoices through pre-set approval flows.

  • Restore company data -- Easily restore and back up your data

    • Restore to a specific date and time, and track changes with the history logs.

    • Set up automatic and continuous backups.

    • Roll back on changes made to vendors, customers, settings, and more.