MONTHLY PLANs

GENERAL REQUIREMENTS

Set-up fee
Monthly autopay
Business accounts separated from personal

cohen's catalyst plan

For those who just need clean categorization for tax preparation and bank reconciliation that makes sure your books match reality, where every dollar is accounted for, errors get caught early, and you can trust the numbers.

Catalyst Plan: $199/month*

Includes:

Up to 50 monthly transactions
Automatic bank feeds + transaction categorization
1 bank account + 1 credit card max
Categorize + reconcile with bank
Financial statements/reports

Does not provide:

QuickBooks Invoicing / Estimates
Accounts receivable or accounts payable tracking
Sales tax tracking
Receipt capture
Bill pay

(*) Require 1 time Set-up fee of $199.

COHEN'S CORE PLAN

Best for businesses who use QuickBooks in a deeper way that may also include invoicing, estimates, accounts receivable and payable, sales tax tracking, receipt capture, bill pay and more. These can be larger 'small businesses' that also value increased analytics to support decision making.

Core Plan Starting at $349/month*

Includes EVERYTHING from Catalyst plan, plus:

Up to 5 integrated accounts
Up to 250 monthly transactions**
QuickBooks invoicing / estimates, accounts receivable or accounts payable tracking, sales tax tracking, receipt capture, bill pay***
Quarterly and annual reports
Monthly plain-English summary (“what changed + what to watch”)

(*) All accounts require 1 time Set-up fee of $199.

(**) Additional volume priced automatically based on monthly activity; see Add On packages below.

(***) Requires your choice of QuickBooks online accounts, which can be provided by either you or by Cohen Consulting, for an additional retail fee.

COHEN's CONCIERGE PLAN

For businesses who have larger account and transaction requirements, and most importantly same day priority phone support, an in-person annual reviews.

Concierge Plan Starting at $549/month*

Includes EVERYTHING from Core plan, plus:

Up to 7 integrated accounts
Up to 400 monthly transactions*
Same day priority phone support
Scheduled monthly review calls
Scheduled annual review meeting

(*) All accounts require 1 time Set-up fee of $199.

(**) Additional volume priced automatically based on monthly activity; see Add On packages below..

(***) Requires your choice of QuickBooks online accounts, which can be provided by either you or by Cohen Consulting, for an additional retail fee.

ADD ON PACKAGES

If your business doesn't fit neatly into the above tiers because you have additional accounts, transactions or levels of complexity:

- - - - Accounts add-on: +$50 per additional account
        Transactions add-on: +$150 per additional 100 monthly transactions
        2+ complexity flags: $150 - $300 per month. For example: messy bundled deposits without reports, heavy reimbursements, frequent transfers between accounts, 3+ payment processors

Special Projects $75 per hour

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