Pricing

Tailored Packages Designed for You

Fitbooks offers customizable plans strategically priced to provide you with everything necessary to run your business confidently, precisely when you need it.

Packages For Every Level

At FitBooks, we’ll save you time, headaches, and money—so you can focus on your customers and employees, your goals and your growth.

We customize every package based on your needs

Business
Essentials

  • Monthly reconcile and reporting

  • Payroll uploads

  • Provide cloud accounting software

  • Monthly profit and loss report

  • Monthly balance sheet


Business
Vitality

most popular

  • All Essentials Package features

  • Dedicated account manager

  • Monthly business reviews

  • Weekly/daily transaction downloads and soft reconcile

  • Sales tax filing and calculations

  • Accounts Receivable (monitoring funds in)

  • Accounts Payable (entering and paying bills)

  • 1099 Filing

  • Year-end tax prep and direct work with your accountant

Peak
Business

  • All Essentials Package features

  • All Vitaltiy Package features

  • Weekly business review meetings

  • Cash flow reporting

  • Document storage and paperlessinformation exchange system

  • Annual business plan/budget creation

  • Unlimited email + phone support

We customize every package based on your needs

Essential

Your essential guide to financial fitness

  • Includes Preparation of 1040 and state return

  • Includes up to 1 advisory meeting


Best for: Standard personal tax return client.

Vitality

most popular

Energize your financial health with Vitality!

  • Includes Essential +

  • Up to 3 advisory meetings

  • Preparation of estimated tax payments

  • Schedule C/E

Best for: Those who are engaged in 1099 contracting, have an LLC, Sole Proprietorship (Schedule C), and/or Real estate investment (Schedule E).

Peak

Reach the peak of financial success with Peak Fitbooks

  • Vitality +

  • Email/Phone Support

  • Bi-Monthly Meetings

  • Accounting Software Set-Up

  • Customized to your needs

Best for: Small businesses or individual with morecomplex needs.

Proficiency and CFO-Level Capabilities

OUR SENIOR CONTROLLER AND CFOS CAN ALSO ASSIST YOU WITH:

  • Board reports + presentations

  • Cash flow projections

  • Financial projections + models

  • Business analytics + KPIs

  • Strategic finance consulting

  • International parent/subsidiary management

  • Exit planning

  • Budgeting + cash management

  • Capital raises

  • Venture debt financing

  • Equity management

a tablet showing blue graphs with financial reports surrounded by printed reports
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Comprehensive Outsourced Accounting Solution

EVERY PLAN TAILORES THE FOLLOWING TO MEET YOUR SPECIFIC NEEDS:

  • Dedicated controller and team

  • Monthly reconciliations

  • Revenue recognition

  • AR/AP processing and reporting

  • Employee reimbursements

  • Inventory reconciliation

  • Payroll support

  • P&L and balance sheet reporting

  • Cash flow statement and forecast

  • Support of Quickbooks Online or NetSuite

  • Handling of multiple entities and consolidation

2 computers and printed finacial reports composed of various colorful graphs

Frequently Asked Questions

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  • Choose from monthly, quarterly, or annual pricing plans. We prioritize adaptability to suit your needs.

  • Absolutely, we can assist you with completing or amending past years' tax returns. Our experienced team at Fitbooks is well-equipped to handle such situations. Please provide us with the necessary documents and details, and we'll work diligently to ensure your tax filings are accurate and up to date. Feel free to reach out to our team, and we'll guide you through the process.

  • At Fitbooks, we understand that each client's needs are unique. Therefore, we utilize a variety of accounting software options, including QuickBooks Desktop, QuickBooks Enterprise, QuickBooks Online and more, depending on the specific requirements of your business. This allows us to tailor our approach and provide you with the most suitable and efficient solutions for your accounting needs.

  • No need for a transition! We seamlessly integrate with your QuickBooks account, serving as a companion. This means you won't have to make any adjustments in those accounts while working with Fitbooks. Your accounting file remains exclusively yours.

  • Beyond accounting, taxes, CFO services, and advisory services, fitbooks extends its offerings to include bill pay and expense management, in partnership with Bill.com and Expensify. These solutions seamlessly integrate with your Fitbooks tech stack, allowing you to manage more aspects of your business finances within a single platform.

  • Although Fitbooks specializes in health and wellness businesses, our expertise extends to various industries. Currently, we provide services to restaurants, real estate, hardware stores, technology companies, construction, non-profit professional services, and many other industries.

You can trust where you’re headed with Fitbooks

Fitbooks is your one-stop shop for accounting, tax, and financial services. Get proactive advice and guidance on your path to growth and profitability.