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Plans & Pricing

1099 Contractors

Our 1099 Contractors plan provides essential bookkeeping services for individuals not requiring billing and bill payments. Keeping your finances organized and compliant.

$200

    Bookkeeping & Compliance
  • Transaction Categorization
    Monthly
  • Transaction Volume
    30
  • Bank & Credit Card Reconciliation
    Monthly
  • Profit & Loss Statement
    Monthly
    • Advisory, Reporting & Support
  • Financial Dashboards
    ✓
  • Streamlined Document Collection
    ✓
  • Check-in Meetings
    Bi-Annually
  • Email Support
    72 Hour Response Time
  • Profitability Metrics
    ✓
  • QuickBooks Subscription
    Included
    • Contract Terms
  • Billing
    1st of every month
  • Cancellation
    30 Days Notice/ 3 Months Commitment
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Explorer

Our Explorer plan provides essential bookkeeping services for clients not requiring billing and bill payments. Keeping your finances organized and compliant.

$650

    Bookkeeping & Compliance
  • Transaction Categorization
    Monthly
  • Transaction Volume
    100
  • Bank & Credit Card Reconciliation
    Monthly
  • Financial Reports
    Monthly
    • Advisory, Reporting & Support
  • Financial Dashboards
    ✓
  • Streamlined Document Collection
    ✓
  • Check-in Meetings
    Bi-Annually
  • Email Support
    72 Hour Response Time
  • Profitability Metrics
    ✓
  • QuickBooks Subscription - included
    Essentials
    • Contract Terms
  • Billing
    1st of every month
  • Cancellation
    30 Days Notice/ 3 Months Commitment
    • Additional Options
  • Prior Year Cleanup (per month)
    $350
  • Out of Scope Requests
    $200 per hour
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Focus

Our Focus plan provides essential bookkeeping and accounting services. Ideal for businesses with no inventory management.

$1,200

    Bookkeeping & Compliance
  • Transaction Categorization
    Monthly
  • Transaction Volume
    150
  • Bank & Credit Card Reconciliation
    Monthly
  • Financial Reports
    Monthly
  • Accounts Payable Management / Bill Payments
    20
  • Accounts Receivable Management / Invoicing
    50
  • Fixed Assets Tracking
    ✓
    • Advisory, Reporting & Support
  • Financial Dashboards
    ✓
  • Streamlined Document Collection
    ✓
  • Strategic Planning Meeting
    Bi-Annually
  • Check-in Meetings
    Quarterly
  • Email Support
    48-72 Hour Response Time
    • Metrics Tracked
  • Profitability Metrics
    ✓
    • Apps & Processing Fees (Included)
  • QuickBooks Subscription
    Essentials
  • Bill Pay fees local ACH (monthly)
    -
    • Contract Terms
  • Billing
    1st of every month
  • Cancellation
    60 Days Notice/ 6 Months Commitment
    • Additional Options
  • Prior Year Cleanup (per month)
    $600
  • Out of Scope Requests
    $200 per hour
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Growth

Our Growth plan, you'll gain a deeper understanding of your financial performance, identify areas for growth, and receive expert guidance to help you achieve your business goals.

$3,250

    Bookkeeping & Compliance
  • Transaction Categorization
    Monthly
  • Transaction Volume
    200
  • Bank & Credit Card Reconciliation
    Monthly
  • Financial Reports
    Monthly
  • Accounts Payable Management / Bill Payments
    65
  • Accounts Receivable Management / Invoicing
    100
  • Fixed Assets Tracking
    ✓
  • Inventory Management
    50-100 SKUs
  • Schedules & Audit Preparation
    ✓
    • Advisory, Reporting & Support
  • Financial Dashboards
    ✓
  • Budget Creation
    ✓
    • Support & Access
  • Streamlined Document Collection
    ✓
  • Strategic Planning Meeting
    Quarterly
  • Check-in Meetings
    Monthly
  • Email Support
    24-48 Hour Response Time
  • Phone Support
    ✓
    • Metrics Tracked
  • Profitability Metrics
    ✓
  • Growth Metrics
    ✓
  • Client Metrics
    ✓
    • Apps & Processing Fees (Included)
  • QuickBooks Subscription
    Plus
  • Bill Pay fees local ACH (monthly)
    10
    • Contract Terms
  • Billing
    1st of every month
  • Cancellation
    90 Days Notice/ 6 Months Commitment
    • Additional Options
  • Out of Scope Requests
    $200 per hour
  • Prior Year Cleanup (per month)
    $1250
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Peak

Peak plan, you'll enjoy the highest level of financial expertise, personalized support, and advanced tools to drive your business forward.

Custom

    Bookkeeping & Compliance
  • Transaction Categorization
    Weekly
  • Transaction Volume
    Unlimited
  • Bank & Credit Card Reconciliation
    Weekly
  • Financial Reports
    Monthly
  • Accounts Payable Management / Bill Payments
    Unlimited
  • Accounts Receivable Management / Invoicing
    Unlimited
  • Fixed Assets Tracking
    ✓
  • Inventory Management
    ✓
  • Schedules & Audit Preparation
    ✓
    • Advisory, Reporting & Support
  • Financial Dashboards
    ✓
  • Budget Creation
    ✓
  • Cash Flow Forecasting
    ✓
  • Financial Reporting, Planning & Analysis
    ✓
    • Support & Access
  • Streamlined Document Collection
    ✓
  • Strategic Planning Meeting
    Monthly
  • Check-in Meetings
    Bi-Weekly
  • Email Support
    24-Hour Response Time
  • Phone Support
    ✓
    • Metrics Tracked
  • Profitability Metrics
    ✓
  • Growth Metrics
    ✓
  • Client Metrics
    ✓
  • Operational Metrics
    ✓
    • Apps & Processing Fees (Included)
  • QuickBooks Subscription
    Advanced
  • Bill Pay fees local ACH (monthly)
    Unlimited
  • Out of Scope Requests
    10 hours included per year
    • Contract Terms
  • Billing
    1st of every month
  • Cancellation
    90 Days Notice/ 6 Months Commitment
    • Additional Options
  • Prior Year Cleanup (per month)
    Custom
  • Payroll Management (per pay cycle)
    Custom
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Not seeing a plan that fits your business or operational needs? Book a call, and we'll create a customized solution that fits your unique needs.
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Our primary goal is to empower business owners, agencies, and freelancers with maximum creative freedom.

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Disclaimer: ORT360 Solutions LLC is not a Certified Public Accounting (CPA) firm. We do not provide tax preparation, representation, audit, or assurance services. We can provide referrals to qualified professionals upon request. Our role is limited to bookkeeping, accounting, and financial management services.