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How it Works

Share.

Let's chat. Tell us about your business and your needs, and we'll share our solutions with you. All for free.   

Sync.

Ready for more? We'll spend time with you, getting to know your business. We'll examine your books and propose a plan to get on track.

Setup.

Once you're ready, we'll be off to the races! We'll set up and link accounts, dig in on any clean up, and get your books fully up to speed.

Delivery.

Now that you're a client, you can rest easy! Each month, we'll organize transactions, reconcile accounts, and deliver monthly reports right to your inbox. 

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Smart bookkeeping, made easy.

TIMELY.

Monthly reports
delivered to your inbox.

CUSTOM.

Customize your
plan to fit your needs.

FLEXIBLE.

Plans built to scale
with your business.

SEAMLESS.

Take the stress out
of tax season. 

RESPONSIVE.

Quick support
when you need it. 

SIMPLE.

From communication to delivery, we keep it simple.
FAQ

FAQ

  • Does bookkeeping really help?
    Absolutely. Keeping good books will give you a better picture of where your business stands. It can tell you where your money is coming from, where it's going, how much money you made this month, who owes you money, plus much more. With timely bookkeeping you can keep a pulse on your business's health, make well-informed decisions, and take the stress out of tax-time.
  • Why should I use your online bookkeeping service?
    Our bookkeeping service is designed to perform the same work that a traditional bookkeeper would, except more efficiently and at a fraction of the cost. Rest easy knowing your books are kept in order and on time.
  • What separates McNally CPA from other providers?
    Simply put, we know our stuff. With McNally CPA, you can rest easy knowing your books are maintained by a professional with years of experience and credentials to back it up. You've worked hard to build your business, and we can help you protect it. We are a CPA firm and Advanced Certified Proadvisors in Quickbooks. We have the expertise to help you make sound business decisions. Oh and did we mention taxes? We do those too. No more spending hours catching up at year end, tracking down receipts, or scrambling to coordinate your bookkeeper and CPA. We make tax time a total breeze.
  • How do I know which plan is right for my business?
    No worries! We'll help you find the right plan. Here's some more info: The STARTER plan is ideal for young startups and budget-minded businesses. Businesses with 1-2 bank accounts, relatively low transaction volume, and total monthly expenses under $10k. The CORE plan is ideal for growing or scaling businesses. Businesses with 1-4 bank accounts, increasing transaction volume, and total monthly expenses between $10k - $20k. The PRO plan is ideal for a developed business with a larger transaction volume. Businesses with more than 4 bank accounts and total monthly expenses in excess of $20k.
  • Can I cancel at any time?
    Yes, absolutely. We don't lock you in.
  • Can I change my plan?
    Yes. Our plans are designed to scale alongside your business.
  • Can you file my taxes too?
    You bet. We make tax time a seamless process. Because your books will already be maintained with us, we can jump right into tax mode. And because we keep your books up to speed, we can also alert you to any red flags during the year instead of at tax time. Simply put, we can help you avoid landmines along the way!
  • My books are behind. Can you get them caught up?
    You bet. Depending on volume, we can provide you a custom price and add it to your plan.
  • Do you offer invoicing, bill payment, or payroll services too?"
    Yes, all of the above. Because needs vary from business to business, we offer these services as add-ons to your monthly plan. We provide custom prices designed to fit your volume.
  • How does billing work for the monthly plans?
    We bill the agreed-upon monthly cost on the 1st business day each month. No hourly charges. No surprises.
  • Do you offer any discounts?
    Yes, we do! We offer early payment discounts of 5% and 10% for semi-annual and annual billing, respectively. This can be a great way to save, and we're happy to go over the numbers with you. We also offer special discounts throughout the year. Follow us on Instagram @mcnallycpa and on Linkedin to stay tuned. Check out the links in the page footer. You don't want to miss out!
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Ideal For

Starting at

Cycle

QBO Plus subscription

Hubdoc subscription

New Account Setup

Chart of Accounts Setup

Bank + CC Reconciliations

Bank Feeds

Categorize Transactions

Monthly Income Statement

Monthly Balance Sheet

Support

Custom Reporting

Monthly Review Meeting

Startups & New Businesses

Monthly

Weekday

$359/mo

Startups & New Businesses

Monthly

Weekday

$359/mo

STARTER

Growing Businesses

Monthly

7-Day

$539/mo

Growing Businesses

Monthly

7-Day

$539/mo

CORE

Monthly or Weekly

Established Businesses

7-Day

$799/mo

Monthly or Weekly

7-Day

$799/mo

PLUS

Legal Research and Writing

STARTER

  • Monthly bookkeeping cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization

  • Monthly Income Statement

  • Monthly Balance Sheet

  • Limited Support

Meeting

CORE

  • Monthly bookkeeping cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization

  • Monthly Income Statement

  • Monthly Balance Sheet

  • 7-Day Support

  • Custom Report (single)

busy office

PRO

  • Monthly or Weekly cycle

  • QBO Plus subscription

  • Hubdoc subscription

  • New account setup

  • Chart of Accounts setup

  • Bank + CC Reconciliation 

  • Bank feed management

  • Transaction categorization 

  • Monthly Income Statement

  • Monthly Balance Sheet

  • 7-Day Support

  • Custom Reports

  • Monthly Review Meetings

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