Year-End P&L Service Pricing
Professional Financial Statement Preparation for 2024
Get your business financial statements ready for tax season with our AI-powered Year-End P&L service. Choose the package that fits your business size and transaction volume.
Package Comparison
Basic - $299
Best for solo freelancers and side businesses
Transaction Limit: Up to 300 transactions
What's Included: - AI transaction categorization (95% accuracy) - Vendor name normalization - Professional P&L statement (PDF format) - Expense summary by category - Standard 4-week turnaround
Perfect For: - Freelancers with simple income - Side hustles and part-time businesses - 1-2 bank accounts - Gross revenue under $50,000 - Approximately 25 transactions per month
Professional - $499 ⭐ MOST POPULAR
Best for growing businesses with multiple revenue streams
Transaction Limit: Up to 750 transactions
What's Included: - Everything in Basic, plus: - Excel export (fully editable) - Multi-account reconciliation - Detailed transaction listing - 7-day turnaround guarantee - Priority email support
Perfect For: - Small businesses ($50k-$200k annual revenue) - Multiple bank accounts - Business credit card tracking - Need editable records for analysis - Approximately 60 transactions per month
Business - $799
Best for established businesses and multiple entities
Transaction Limit: Up to 1,500 transactions
What's Included: - Everything in Professional, plus: - Multi-entity support (up to 3 companies) - Balance sheet included - QuickBooks-ready format - 3-day rush processing - 30-minute review call with accountant - Dedicated account manager
Perfect For: - Established businesses ($200k+ annual revenue) - Multiple entities/LLCs - Complex operations - QuickBooks users - Approximately 120 transactions per month
Add-On Services
Customize any package with these additional services:
| Service | Price |
|---|---|
| PDF to Excel Conversion | $49 |
| Additional Transactions (over package limit) | $0.35 each |
| Extra Entities (beyond 3 for Business package) | $199 per entity |
| Rush Processing - 3 Day (Basic/Professional only) | $100 |
How to Estimate Your Transaction Count
Not sure how many transactions you have? Use this quick guide:
Count as one transaction: - Each bank deposit - Each bank withdrawal - Each credit card charge - Each payment processor transaction (PayPal, Stripe, etc.)
Quick Estimation Formula: - Check one month of statements - Count all transactions in that month - Multiply by 12 for annual estimate
Example Calculations: - 25 transactions/month × 12 = 300 annual → Basic Package - 60 transactions/month × 12 = 720 annual → Professional Package - 120 transactions/month × 12 = 1,440 annual → Business Package
Important Deadlines
- Upload Deadline: December 15, 2024
- Standard Delivery: January 15, 2025
- Rush Delivery (Business Package): 3 business days from document receipt
Payment Options
We make it easy to get the financial services you need:
- Credit Cards: All major credit cards accepted
- Payment Plans: Available for Business package
- Secure Payment: All transactions processed through encrypted payment gateway
Money-Back Guarantee
If you're not satisfied with your Year-End P&L service, we'll refund your money within 30 days of delivery. No questions asked.
Frequently Asked Questions
What if I don't know my exact transaction count?
We'll help you estimate based on your monthly statements. If you go over your package limit, you can upgrade at any time with credit for your original payment.
Can I upgrade my package later?
Yes! If you start with Basic and realize you need Professional features, we'll credit your $299 toward the Professional package price.
What documents do I need to provide?
Bank statements, credit card statements, payment processor records (PayPal, Stripe, Square, etc.), and any other 2024 financial documents.
When should I upload my documents?
Documents must be uploaded by December 15, 2024 for standard delivery by January 15, 2025. Earlier uploads get earlier delivery.
Do you offer discounts for multiple years?
Yes! Sign up for 2024 and pre-pay for 2025 to receive 15% off your 2025 service.
Need Help Choosing?
Still not sure which package is right for you?
Contact us with: - Estimated annual revenue - Number of bank/credit accounts - Business structure (sole proprietor, LLC, S-corp, etc.) - Special requirements
We'll recommend the perfect package and provide a detailed quote.
Get Started Today
Ready to simplify your year-end financial preparation?
Questions? - Email: admin@integrateacct.com - Phone: (208) 602-5452 - Office: 9460 W Fairview Ave, Suite 135, Boise, ID 83704