Small business bookkeeping made simple: 801.410.7100

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All the services you need, under one roof.

Cloud-based system

 Our cloud-based accounting system allows secure access to your financials anywhere, anytime.

Custom packages

Talk with one of our representatives about what types of services are right for you.

Seasoned professionals

We have the experience you need to make the best plan for business financial success.

Ready-made packages:

Have unique needs? Use the form below to request a custom quote!

We offer services such as: Data Collection and Reporting, Bookkeeping, Consultations, Tax Preparations, and Payroll services all with NO SET CONTRACT.

Quarterly Package

$250 per Month
  • Collection and Reporting of Financial Data: Plum Inc will assist in the collection and classing of financial data from the business at least 1 time each QUARTER, at which time all accounts will be updated or reconciled as per this agreement and the results made available to the business owner/manager through our online system.
  • Bookkeeping: Tracking of bank accounts, credit cards, and/or other financial accounts up to 8 total accounts. Business Owner/Manager agrees to provide online/electronic logins to these financial accounts for this purpose.
  • Payroll: Creation of payroll checks, reports and other payroll related data (i.e. 941 tax records), based on information provided by business owner/manager for up to 15 employees. Filling of employment taxes is also included. Business owner/manager to provide hours and amounts for each payroll via email transmission or scanned documents such as approved time cards.
  • Tax Preparation: Tax Preparation is included for ONE BUSINESS ENTITY and there will be no additional charges for this service so long as the client has been/is a regular monthly customer with Plum Inc.
  • Length or Term of Contract: There will be no set length or term of contract. This is a month to month agreement.
  • Get a Quote

Monthly Package

$500 per Month
  • Collection and Reporting of Financial Data: Plum Inc will assist in the collection and classing of financial data from the business at least 1 time each MONTH, at which time all accounts will be updated or reconciled as per this agreement and the results made available to the business owner/manager through our online system.
  • Bookkeeping: Tracking of bank accounts, credit cards, and/or other financial accounts up to 8 total accounts. Business Owner/Manager agrees to provide online/electronic logins to these financial accounts for this purpose.
  • Consultations:Consultation services are available at the request of the client on specific issues, such as corporate formations, QuickBooks review, cost-savings analysis and tax planning.
  • Payroll: Creation of payroll checks, reports and other payroll related data (i.e. 941 tax records), based on information provided by business owner/manager for up to 15 employees. Filling of employment taxes is also included. Business owner/manager to provide hours and amounts for each payroll via email transmission or scanned documents such as approved time cards.
  • Tax Preparation: Tax Preparation is included for ONE BUSINESS ENTITY and there will be no additional charges for this service so long as the client has been/is a regular monthly customer with Plum Inc.
  • Length or Term of Contract: There will be no set length or term of contract. This is a month to month agreement.
  • Get a Quote