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How It Works

How does pricing work?

Our bookkeeping and tax plans are based on an annual subscription model with transparent pricing that scales with your expense rate and your business needs such as connected institutions, bills, and invoices. See our pricing page for more details.

Is support included? Can I ask questions?

Yes! Support is included in your plan. Your dedicated finance expert is happy to answer any questions you might have. We strive to respond to inquiries in a business day or less. See our pricing page for more details.

Will you send invoices to my customers and help pay my bills?

Yes, we’re happy to provide this support as an additional service. Please contact us for details.

What’s the difference between accrual and cash bookkeeping?

Cash bookkeeping only tracks when money enters or leaves a bank account. Accrual bookkeeping is a more sophisticated approach that records when the money was earned or owed. Quickest offers both, let our finance experts guide you.

What types of companies can Quickest serve?

We have many customers ranging in all sizes and spanning many industries. We specialize in working with startups, professional services, non–profits and more. Get in touch with us to see if Quickest is the right fit for you.

What are the requirements to start with Quickest?

We have three requirements that allow us to deliver the most accurate books for your business.

  1. Electronic transaction access

  2. Expense reporting software

  3. No commingling of personal expenses

Are AP/AR services included in Quickest bookkeeping?

They are not included by default, but you can add them affordably to any plan. Please ask us for details.


Are there any one–time fees when I sign up for Quickest?

Yes, there’s an onboarding fee equal to one month of bookkeeping to help us make sure your setup process is a smooth one.

Do you offer discounts for pre-revenue companies?

Yes – Quickest offers special discount pricing for pre–revenue companies. Qualified companies can receive $200 off per month for the first year. Contact us to learn more.

How do prices change as I grow?

We understand the importance of predictability and transparency. Every month, we’ll average your prior 3 months of books to understand your current expenses, as well as how your financial institution connections, special transactions, and hours of support have changed.

How should I calculate my monthly expenses? What does that include?

For pricing purposes, we include in expenses the money your company spends each month, including payroll, cost of goods sold, and distributions.

Why do you price based on expenses?

Our goal is simple and transparent pricing. We found that expenses closely reflected business complexity while also having the advantage of being simple to calculate. To determine the best Quickest plan, we also factor in the number of financial institutions, transactions, and hours of support.

What is your cancellation policy? What if I prepaid for the year?

Your subscription will continue until the end of your billing cycle. If you decide not to renew after the year is over, you can let us know 30 days in advance and we’ll stop billing you for the next cycle. 

When I prepay for a year, does that lock in my price?

No, if your business is growing rapidly, your books are growing in complexity as well. If your expenses and other support needs change and exceeds the amount you’ve prepaid for, you’ll get billed the difference that month.


Why use QuickBooks?

Quickest does all of its bookkeeping in QuickBooks Online. QuickBooks has an estimated 80% market share in the US and offers a number of advantages:

  • Seamless tax prep. Virtually every tax preparer in the US knows how to work with QuickBooks. You’ll have the freedom to choose us or any tax preparer you want.

  • Industry standard. In addition to tax preparers, most other financial professionals (e.g., attorneys, bankers, and venture capitalists) all know how to work with QuickBooks. Again, this gives you the most freedom when making financial decisions.

  • Data portability. QuickBooks means you’re not locked in. If you ever decide to move on from Quickest, your data goes with you, in a format that is immediately useful.


How do taxes work with Quickest?

You have a couple of options for doing your taxes when you use Quickest.

The first option is to use Quickest tax. Please note that tax preparation is not included in your Quickest bookkeeping subscription – you must purchase Quickest tax for those services.

The second option is to use a firm of your choice and have Quickest hand off your prepared books to them. This handoff is included in your Quickest bookkeeping subscription at no additional cost.

What does Quickest tax include?

Quickest tax includes federal, state, and city level income tax preparation as well as various informational reporting compliance (Form 1099-MISC) and unlimited email support. Please see the full scope of services here.

If Quickest didn’t do my books for the entire year, can I still use Quickest tax?

Yes, we’ll generally want to take a look at the year’s books to make sure they meet our standards, but many of Quickest tax customers started Quickest halfway through the year.

Do you do personal income taxes?

Yes! Quickest is able to prepare and file your federal and state income taxes. These filings come at an additional charge.  Please contact us for further details.

Can Quickest handle my 1099s?

If you use Quickest tax, we will ask you for a list of vendors who require 1099s, follow up with those vendors, and file the forms for you. If you are only using Quickest bookkeeping, we are not able to file 1099 forms for you.

CFO Services

When should I outsource vs. hire a full–time CFO?

You should outsource CFO services in two situations:

  1. If you are a small, growing business where you don’t have many needs or ability to pay for a full-time CFO, or

  2. If you are a large business that only needs CFO services occasionally.

What does the process for Quickest CFO Services look like?

Get started by filling out the form here. Our account executives will set up a call to discuss what fits your business needs and answer any questions. After you sign up, our CFO team will further scope out the details of supporting your financial needs and timelines during a kickoff call. Our goal is to deliver robust financial analysis and expert support to unlock growth for your business. For more details on our CFO Services, see here.

If anything remains unclear or if you have a question not covered in this FAQ, please send us a message and we will happily get you the answers you need.

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