Giving You Space to Grow Your Business, So You Can Harvest the Fruits of Your Labor

Plum Financial Services LLC

325-221-3685

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    • Welcome
    • Start here
    • Process & Results
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    • After you say "YES"
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325-221-3685

Plum Financial Services LLC

Signed in as:

filler@godaddy.com

  • Welcome
  • Start here
  • Process & Results
  • Pricing
  • Get in Touch
  • After you say "YES"
  • About
  • FAQS
  • Blog

Account


  • Bookings
  • My Account
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  • Sign In
  • Bookings
  • My Account

What happens after you say "yes" to success?

Yes! Let's Get Started

Your business will be set-up in the 

Secure Client Portal FinancialCents.

You'll receive an engagement letter

Sign your Engagement Letter so we have a clear understanding of the services you want.

If you don't already have QBO then let's decide which option below is best.

If you don't already have QBO then let's decide which option below is best.

If you don't already have QBO then let's decide which option below is best.

See Listing of Intuit Products below

Let's connect QBO so I can start working

If you don't already have QBO then let's decide which option below is best.

If you don't already have QBO then let's decide which option below is best.

Use this Firm ID:   9341457081700506

Intuit Basic software options

QuickBooks Online

Add a scalable solution powered by connected intelligence

QuickBooks Simple Start - Build your financial foundation

$19/mo ($38 after 3 mos+taxes)

  •  Accounting: Keep clients organized with 250 Chart of Accounts, automated bookkeeping, tax deductions, automated bank feeds
  • Business Intelligence: Cash flow planning
  • Expenses & Bills: Manage bills with 5 free ACH per month, auto-match transactions, auto-generated bills, bill management, and manage 1099's for contractors
  • Sales and Get Paid: Auto-generated invoices and reminders, estimates, invoice and payments, connect 1 sales channel, and basic sales and sales tax
  • Connected Platform: Access for 1 cl

QuickBooks Essentials - Save time and focus on growth

$37.50/mo ($75 after 3 mos+taxes)

 

  • Accounting: 250 Chart of Accounts, Accounting Agent, AI-enabled expert collaboration, multiple currencies
  • Business Intelligence: Cash flow planning
  • Expenses & Bills: All features included in Simple Start
  • Sales & Get Paid: Connect up to 3 sales channels, automated sales and sales tax
  • Connected Platform: Access for up to 3 client users plus accountants, enhanced reporting, basic user management and permissions, and 4 custom fields
  • Support: Access to Intuit experts 

QuickBooks Plus - Scale with greater clarity

$57.50/mo ($115 after 3 mos+taxes)

 

  • Accounting: 250 Chart of Accounts, AI-powered reconciliation, P&L insights, anomaly detection and resolution, budgeting, inventory
  • Business Intelligence: Budgeting, AI-powered P&L and balance sheet insights
  • Expenses & Bills: All features included in Simple Start
  • Sales & Get Paid: Connect all available sales channels
  • Connected Platform: Access for up to 5 client users plus accountants, comprehensive reporting, project management, inventory management, basic user management and permissions, 4 custom 

QuickBooks Advanced - Boost efficiency and profitability **Customer Fav

$137.50/mo ($275 after 3 mos+taxes)

  • Accounting: Unlimited Chart of Accounts, basic revenue recognition, auto-tracking of fixed assets
  • Business Intelligence: Custom report builder, KPI tracking & analysis, dashboards, advanced app integrations, management reports, data sync with Excel
  • Expenses & Bills: Bill approval workflows, custom roles and permissions
  • Sales & Get Paid: All features included in Plus
  • Connected Platform: Access for up to 35 client users plus accountants, powerful reporting and more.

Intuit Enterprise Suite - An all-in-one solution built for complex business

Contact Intuit

 Includes all features in QuickBooks Advanced and more:

  • Expanded accounting: integrated project management and workflow management to support delegation at scale
  • Multi-dimensional reports: dimensional reporting, forecast reports, enhanced KPI scorecards, advanced planning and analytics, industry-specific reports for Construction & Professional Services
  • Connected Platform: One platform uniting accounting, payroll, bill pay, and payments across locations, with AI + Experts ensuring accuracy at scale.

Our Tech Stack

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  • Welcome
  • Start here
  • Process & Results
  • Pricing
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  • After you say "YES"
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