Client Portal

Our Bookkeeping & Payroll Services

Our services are tailored to help not only the individual taxpayer and freelance workers but also startups, small businesses, medium-to-large businesses and non-profit organizations. Whatever your needs, Plentybooks’ dedicated and experienced financial team is here to help you.

Bookkeeping

Proper bookkeeping is the bedrock which keeps every other aspect of your business clicking along on all cylinders.

  • Transaction entry
  • Bank Account reconciliation
  • Credit Card reconciliation
  • Categorizing expenses
  • Profit & Loss statement
  • Balance Sheet
  • Cash flow statement
  • Catch-up bookkeeping

Payroll

Payroll can be complicated enough with even just one employee. Or you might be asking yourself as a sole proprietor, “How do I pay myself?” Even more daunting, doing payroll for your employees. We got you! We will create a customized payroll solution that keeps you and your employees happy.

  • Paychecks
  • Payroll withholding
  • Direct deposit
  • Payroll reports
  • Payroll tax returns
  • Payroll tax payment

Try our bookkeeping services risk-free

We will never recommend our services if we are not the best solution for you.

Try Plentybooks risk-free. If you aren’t 100% satisfied after a month of our bookkeeping services and receiving a completed income statement and balance sheet, we will give you a full refund.

Custom Pricing

If you own more than one business, you'll receive a customized package to cover each business' needs.

Scalable Plans

We review your plan annually to make sure we have you covered as your needs change.

Cancel Any Time

We never lock you in, even if you prepay annually. We also make it easy to transfer your data out.

Responsive Support

Every plan includes a bookkeeping expert that is your main contact and keeps you up to date on all your financials.

Catch-Up Bookkeeping

Behind on your books? We specialize in helping businesses get caught up on their books and any un-filed tax returns.

Effortless Data Transfer

Our services sync with most major banks and leading payment platforms to gather your financial data.

Every package comes with your own bookkeeper, and intuitive software to track your finances.

Every plan include unlimited support – calls, emails, secure messaging through our portal, text messages, or join us in our Virtual Reality office! We provide the support you need in whichever way is easiest for you.

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Have a question about your financials? Wondering how a business purchase will impact your taxes?

We got you! Just reach out to your dedicated bookkeeper and they will be available to answer all of your questions. We also have IRS Enrolled Agents and Tax Professionals available to answer those tougher questions too.

Bookkeeping Packages

Our bookkeeping packages will be customized

to your business’ needs, complexity, number of monthly transactions, etc.

Below are a few examples of what you could expect:

  • Bronze Business Bookkeeping Plan
  • Starting at $450/mo

  • This plan is typically best for a realtor, mom and pop store, food truck, or a business bringing in gross receipts of $8,000 or more per month.

    Package Includes:

    • QuickBooks Online Subscription
    • Categorizing Transactions & Reconciliations for up to 2 Financial Accounts
      (For example: one bank and one credit card)
    • Unlimited Portal & Email Support
    • Chart of Accounts Management
    • Monthly Financial Reports
  • Silver Business Bookkeeping Plan
  • Starting at $850/mo

  • Best for a growing business, an entrepreneur, or a business bringing in gross receipts of $15,000 or more per month.

    Package Includes:

    • QuickBooks Online Subscription
    • Categorizing Transactions & Reconciliations for up to 4 Financial Accounts
      (For example: two banks, one credit card, and one loan) 
    • Unlimited Portal & Email Support
    • Chart of Accounts Management
    • Monthly Financial Reports
  • Gold Business </br>Bookkeeping Plan
  • Starting at $1,600/mo

  • Best for a medium sized business, professional entrepreneur, or a business bringing in gross receipts of $30,000 or more per month.

    Package Includes:

    • QuickBooks Online Subscription
    • Categorizing Transactions & Reconciliations for up to 6 Financial Accounts
      (For example: two banks, two credit cards, and two loans) 
    • Unlimited Portal & Email Support
    • Chart of Accounts Management
    • Monthly Financial Reports
  • Platinum Business Bookkeeping Plan
  • Starting at $4,200/mo

  • Best for a larger - more established business, or a business bringing in gross receipts of around $72,000 or more per month.

    Package Includes:

    • QuickBooks Online Subscription
    • Categorizing Transactions & Reconciliations for up to 12 Financial Accounts (For example: two banks, four credit cards, and six loans)
    • Unlimited Portal, Phone, Text, & Email Support
    • Chart of Accounts Management
    • Monthly Financial Reports

To receive a quote specific to your business – Schedule an Appointment or call us at (541) 690-8711.

Need Payroll Services?

Our payroll services can be added to any of our bookkeeping packages.*
The additional monthly fee is determined by pay frequency, number of employees, and other payroll services you require.

*We do not offer Payroll services as a standalone service.

or Schedule a Bookkeeping/Payroll Discovery Call

Add our tax prep services and get your taxes filed too

All our tax plans cover unlimited tax filings, investments, rental income, itemized deductions, and quarterly estimates.

Sole Prop Filing

For filing a personal return with a Schedule C.

Business Filing

For filing a Partnership, S-Corp or C-Corp returns.

Business & Personal Filing

For filing a Business Return and a Personal return.

Frequently Asked Questions

We provide the majority of our clients with cash basis bookkeeping. If you require accrual basis bookkeeping, talk to us. We will develop a plan that fits your business.

We designed our service to take the pain out of bookkeeping. Not only are your books kept up to date but you also have access to a team of professional bookkeepers, accountants, and tax advisors.

Real people who do your bookkeeping every month, all at an affordable price. 

Once we get your account setup, you will need to connect all of your merchant and bank accounts to the bookkeeping software. We will be there to walk you through this during the initial setup phase.

Once complete, this allows your bookkeeping team to automatically receive read-only versions of your bank statements and sales data without you having to lift a finger.

Our Plentybooks team will use your data to categorize the transactions and deliver accurate financial statements.

You will also be able to view and download your financial statements from the app on your desktop and mobile device.

Currently, our team at Plentybooks consists of Enrolled Agents.

An EA, or Enrolled Agent, is a tax practitioner who is licensed at the federal level by the Internal Revenue Service. In fact, Enrolled Agent status is the highest credential awarded by the IRS.

A CPA, or Certified Public Accountant, are licensed by their applicable state boards of accountancy.

Both Enrolled Agents and Certified Public Accountants enjoy virtually unlimited practice rights before the IRS. That means there are no restrictions to the types of tax issues we can handle and the type of taxpayers we can serve.

Additionally, each may represent tax clients before any type of IRS office. Lastly, EA’s and CPA’s are both required to meet specific ethical and continuing education requirements and must both pass rigorous exams.

Enrolled Agent’s specialize in tax issues period — such as preparation of taxes for individuals and business entities, tax resolution, and/or advising clients on tax matters. While Enrolled Agents do perform accounting tasks, and may perform certain kinds of audits (such as Tax Audits), they our limited in that they cannot express an “unqualified” type of opinion, such as a public company would need when filing their financial statements with the Securities & Exchange Commission. Having SEC compliant audited statements is not a requirement for most non-public businesses. If needing an SEC compliant audited statement, that’s when a CPA will be required. 

Otherwise, both EA’s and CPA’s are equally qualified to prepare your taxes and provide bookkeeping services. Since we are not CPA’s, we do not provide any Public Auditing or Attestation services.

Rest assured, our team of Enrolled Agent’s and professional bookkeepers are well-trained in the accounting services we do offer.