Financial Services Pricing

DrillDown Solution Pricing Model

Solutions that give you the results you want. Gone are the days of hourly billing. At DDS, count on an unquestionable value and laser-precision accuracy to help your business grow. Our custom financial services pricing plan creates a price that is right for your business.

Schedule a consultation today to get your custom plan.

BOOKEEPING SERVICES

Monthly Yearly

 

 
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions
  • Bank & Credit Card Accounts
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements
  • Close of the Books
  • Financial Recap Email
  • Zoom Financial Recap Call

LEAN
Great for Start-ups & Sole Owners

starting at$300 per month paid annually See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 100/mo.
  • Bank & Credit Card Accounts Up to 2
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking -
  • Class Tracking* -
  • Financial Statements Monthly
  • Close of the Books Quarterly
  • Financial Recap Email Quarterly
  • Zoom Financial Recap Call -

AGILE
Great for Small Businesses

starting at$525 per month paid annually See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 200/mo.
  • Bank & Credit Card Accounts Up to 4
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking -
  • Class Tracking* -
  • Financial Statements Monthly
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Quarterly

GROWTH
Great for Growing Businesses

starting at$805 per month paid annually See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 300/mo.
  • Bank & Credit Card Accounts Up to 6
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements Monthly + Custom
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Monthly

SCALE
Great for Rapid Growth Businesses

starting at$1110 per month paid annually See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 400/mo.
  • Bank & Credit Card Accounts Up to 8
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements Monthly + Custom
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Monthly

 

 
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions
  • Bank & Credit Card Accounts
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements
  • Close of the Books
  • Financial Recap Email
  • Zoom Financial Recap Call

LEAN
Great for Start-ups & Sole Owners

starting at$325 per month paid monthly See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 100/mo.
  • Bank & Credit Card Accounts Up to 2
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking -
  • Class Tracking* -
  • Financial Statements Monthly
  • Close of the Books Quarterly
  • Financial Recap Email Quarterly
  • Zoom Financial Recap Call -

AGILE
Great for Small Businesses

starting at$575 per month paid monthly See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 200/mo.
  • Bank & Credit Card Accounts Up to 4
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking -
  • Class Tracking* -
  • Financial Statements Monthly
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Quarterly

GROWTH
Great for Growing Businesses

starting at$885 per month paid monthly See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 300/mo.
  • Bank & Credit Card Accounts Up to 6
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements Monthly + Custom
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Monthly

SCALE
Great for Rapid Growth Businesses

starting at$1235 per month paid monthly See Details
  • Setup / Modify Chart of Accounts
  • Transaction Entry
  • Monthly Transactions Up to 400/mo.
  • Bank & Credit Card Accounts Up to 8
  • Account Reconciliations
  • Journal Entries
  • Unlimited Phone/Email Support
  • Tax Adjustments
  • Fixed Asset Tracking
  • Class Tracking*
  • Financial Statements Monthly + Custom
  • Close of the Books Monthly
  • Financial Recap Email Monthly
  • Zoom Financial Recap Call Monthly

QUICKBOOKS DISCOUNT PLANS

 

 
  • Quickbooks Online Essentials License
  • Quicbooks Online Plus License

Not Included in Above

  • Quickbooks Online Essentials License $45
  • Quicbooks Online Plus License -

Not Included in Above

  • Quickbooks Online Essentials License $45
  • Quicbooks Online Plus License -

Not Included in Above

  • Quickbooks Online Essentials License -
  • Quicbooks Online Plus License $70

Not Included in Above

  • Quickbooks Online Essentials License -
  • Quicbooks Online Plus License $70

 

 
  • Quickbooks Online Essentials License
  • Quicbooks Online Plus License

Not Included in Above

  • Quickbooks Online Essentials License $35

Not Included in Above

  • Quickbooks Online Essentials License $55

ONE-TIME SERVICE CHARGES

 

 
  • Prior Period Catchup Bookkeeping
  • Quickbooks Desktop to Cloud Conversion
  • DIY Bookkeeping Annual Tax Adjustments

One-Time

  • Prior Period Catchup Bookkeeping $150/per prior mo
  • Quickbooks Desktop to Cloud Conversion $50
  • DIY Bookkeeping Annual Tax Adjustments $250

One-Time

  • Prior Period Catchup Bookkeeping $200/per prior mo
  • Quickbooks Desktop to Cloud Conversion $100
  • DIY Bookkeeping Annual Tax Adjustments $500

One-Time

  • Prior Period Catchup Bookkeeping $250/per prior mo
  • Quickbooks Desktop to Cloud Conversion $150
  • DIY Bookkeeping Annual Tax Adjustments $750

One-Time

  • Prior Period Catchup Bookkeeping $300/per prior mo
  • Quickbooks Desktop to Cloud Conversion $200
  • DIY Bookkeeping Annual Tax Adjustments $1000

CASH FLOW MANAGEMENT

Monthly Yearly

 

 
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings*
  • Financial Projections*

LEAN
Great for Start-ups & Sole Owners

starting at$500 per month paid annually See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report -
  • Monthly Budget Review Meeting -
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

AGILE
Great for Small Businesses

starting at$630 per month paid annually See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting -
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

GROWTH
Great for Growing Businesses

starting at$1000 per month paid annually See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting -
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

SCALE
Great for Rapid Growth Businesses

starting at$1620 per month paid annually See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting -
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings* *
  • Financial Projections* *

 

 
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings*
  • Financial Projections*

LEAN
Great for Start-ups & Sole Owners

starting at$550 per month paid monthly See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report -
  • Monthly Budget Review Meeting -
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

AGILE
Great for Small Businesses

starting at$700 per month paid monthly See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting -
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

GROWTH
Great for Growing Businesses

starting at$1100 per month paid monthly See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting -
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report -
  • Quarterly Board Meeting -
  • Monthly Board Meetings* *
  • Financial Projections* *

SCALE
Great for Rapid Growth Businesses

starting at$1800 per month paid monthly See Details
  • Annual Budget Preparation
  • Quarterly Budget Review Meeting -
  • Monthly Budget Review Report
  • Monthly Budget Review Meeting
  • Quarterly Business Analysis Report
  • Quarterly Board Meeting
  • Monthly Board Meetings* *
  • Financial Projections* *

*Ask us about adding on other additional services to your monthly package.