1-4TBooks — Pricing

One For The Books – Packages

Peak PerformanceMonthly Advisory

Business GrowthQuarterly Advisory

Business InsightsCore Bookkeeping Only

Your investment is just…

Loading proposal…

No proposal selected. Use the 🔍 search icon to find a client.

Proposal #:

ONE FOR THE BOOKS

Client Setup

Select the client and define the type of proposal.

Company *

Proposal Type *

NEW CLIENT RENEWAL W/QBO RENEWAL WITHOUT QBO

Business Stage *

Business Entity Needs to Be Formed Business Entity Formed — No Financial Activity, No Accounting Software Yet Business Entity Formed — Financial Activity But No Accounting Setup Business Entity Formed — Accounting Already Setup, 100% Up-to-Date Business Entity Formed — Accounting Already Setup, Data Not Current Renewal w/Discounted QBO License Renewal — No QBO License

Backlog / Cleanup

Tell us about historic data that needs to be entered or reconciled.

How many historic transactions need to be entered/caught up in the accounting software? *

How many months of historic bank statements (including credit cards) need to be reconciled? *

How many checking and credit card accounts are part of the backlog data? *

How many QuickBooks Desktop accounting files will need to be migrated to QuickBooks Online?

Banking

Help us understand the volume and frequency of accounting work.

How many companies will we be managing accounting for? *

How many bank/credit card accounts will be tracked? *

How many monthly banking transactions on average (including credit cards)? *

How many journal entries will need to be created each month?

How frequently do you need bank/credit card transactions categorized/up-to-date? *

Monthly Weekly Daily (weekdays only)

Software & Payroll

Software setup and payroll staffing details.

How many of your companies will need payroll services? *

How many salaried employees will be on payroll? *

How many hourly employees/contractors will be on payroll? *

AR / AP & Sales Tax

Invoicing, vendor payments, and tax filing scope.

Does your business charge sales tax to customers?

Enter the number of companies we will be filing sales tax for (0 if none).

Do you require customer estimate creation or invoicing? *

Yes No

Do you require vendor payables management? *

Electronic payments through vendor websites or a bill payment service such as Melio or Bill.com. *We do not access client online banking or take ownership of check signing.

Yes No

Meetings/Reporting & Year-End

Management reporting, advisory meetings, and annual tax prep scope.

How frequently do you want management reports from QuickBooks? *

Profit & Loss, Actuals vs Budget, AP/AR Aging, Balance Sheet, Cash Inflows/Outflows.

Monthly Quarterly

Where would you like advisory meetings to take place? *

To review company performance, update forecast parameters, and discuss strategy.

Online / Zoom Client office One For The Books office

How many non-advisory meeting hours are needed per month?

Meetings not included in the advisory package — e.g. weekly metrics or payables mtgs, monthly TQM mtgs, training, or ad hoc check-ins.

How many company/QuickBooks files need year-end tax prep review? *

Includes 5 hours of accountant review internally, with client, and edits prior to CPA release.

How many contractor/vendor 1099s will need to be issued? *

E-filed with IRS, emailed and physically mailed to vendors.

Creating proposal…

Saving Inputs

Welcome back