Order a cleanup, close review or tax package

Steps

1. 1

   Step 1: Open the Help menu (the life buoy in the top bar) and choose Services.

2. 2

   Step 2: Press Order on the service.

3. 3

   Step 3: Pick the First month and Last month, or the Tax year, and where your books are today.

4. 4

   Step 4: Pick Standard or Rush, 50% more. The price and ready-by date show before you pay.

5. 5

   Step 5: Press Pay. Work starts once the payment clears, and you approve every change we make.

Prices

• Done-for-you migration: free.
• Cleanup and catch-up: $99 per month of books.
• Month-end close review: $149 per month reviewed.
• Tax package for your CPA: $499 per company per tax year.

Good to know

• Owners and admins can order. Follow each request under Your requests.

Related articles

• Ask us to move your books for free
• Get everything your CPA needs for your return