(510) 773-2963 jody@fitbookspro.com

Wealth Review Plan

Choose this plan if you want answers to these questions:

  • What are my monthly income and expenses?
  • Am I making a profit?
  • Where do I see my business in six months to a year?

Consider this plan if your annual gross billings or revenues are in this range: $100,000 – $250,000

What You Get

  • Transaction Processing
  • Monthly Reports Package
  • Monthly Review Call
  • Plus: Annual Budget

Tech Stack

  • QuickBooks Online (QBO) monthly subscription
  • ReceiptBank monthly subscription

Optional Add On Fees

  • Year-end 1099 preparation
  • E-Document Storage
  • After-the-fact payroll entry (note: you must have a full-service payroll provider in place; we do not offer payroll services).

Fee: $750 per month