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
- 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 TransactionsUp to 100/mo.
- Bank & Credit Card AccountsUp to 2
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking-
- Class Tracking*-
- Financial StatementsMonthly
- Close of the BooksQuarterly
- Financial Recap EmailQuarterly
- 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 TransactionsUp to 200/mo.
- Bank & Credit Card AccountsUp to 4
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking-
- Class Tracking*-
- Financial StatementsMonthly
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallQuarterly
GROWTH
Great for Growing Businesses
starting at$805 per month paid annually See Details
- Setup / Modify Chart of Accounts
- Transaction Entry
- Monthly TransactionsUp to 300/mo.
- Bank & Credit Card AccountsUp to 6
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking
- Class Tracking*
- Financial StatementsMonthly + Custom
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallMonthly
SCALE
Great for Rapid Growth Businesses
starting at$1110 per month paid annually See Details
- Setup / Modify Chart of Accounts
- Transaction Entry
- Monthly TransactionsUp to 400/mo.
- Bank & Credit Card AccountsUp to 8
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking
- Class Tracking*
- Financial StatementsMonthly + Custom
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallMonthly
- 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 TransactionsUp to 100/mo.
- Bank & Credit Card AccountsUp to 2
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking-
- Class Tracking*-
- Financial StatementsMonthly
- Close of the BooksQuarterly
- Financial Recap EmailQuarterly
- 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 TransactionsUp to 200/mo.
- Bank & Credit Card AccountsUp to 4
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking-
- Class Tracking*-
- Financial StatementsMonthly
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallQuarterly
GROWTH
Great for Growing Businesses
starting at$885 per month paid monthly See Details
- Setup / Modify Chart of Accounts
- Transaction Entry
- Monthly TransactionsUp to 300/mo.
- Bank & Credit Card AccountsUp to 6
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking
- Class Tracking*
- Financial StatementsMonthly + Custom
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallMonthly
SCALE
Great for Rapid Growth Businesses
starting at$1235 per month paid monthly See Details
- Setup / Modify Chart of Accounts
- Transaction Entry
- Monthly TransactionsUp to 400/mo.
- Bank & Credit Card AccountsUp to 8
- Account Reconciliations
- Journal Entries
- Unlimited Phone/Email Support
- Tax Adjustments
- Fixed Asset Tracking
- Class Tracking*
- Financial StatementsMonthly + Custom
- Close of the BooksMonthly
- Financial Recap EmailMonthly
- Zoom Financial Recap CallMonthly
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
- 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.