DollarWise Assist Pricing Guide
Starter Package (For Solo Entrepreneurs & Small Businesses)
📌 Ideal for: Businesses with 1–5 accounts, minimal transactions, and minimal payroll.
💰 Price: $300–$500/month
✅ Includes:
● Transaction categorization
● Monthly bank & credit card reconciliation
● Basic financial reports (Profit & Loss, Balance Sheet)
● Email support
● Payroll and Contractor Payments
● Payroll quarterly reporting and Year-end Prep/File as well
Growth Package (For Small to Mid-Sized Businesses)
📌 Ideal for: Businesses with 5–10 accounts, up to 3 employees on payroll, and growing
financial needs.
💰 Price: $600–$1,000/month
✅ Includes:
● Transaction categorization (up to 250 transactions)
● Monthly bank & credit card reconciliation (up to 10 accounts)
● Payroll processing (1–3 employees)
● Quarterly payroll reports
● Financial reports with review call (Profit & Loss, Balance Sheet, Cash Flow)
● Email + limited phone support
Advanced Package (For Growing & Established Businesses)
📌 Ideal for: Businesses with multiple accounts, payroll, and more financial complexity.
💰 Price: $1,200–$2,500/month
✅ Includes:
● Transaction categorization (up to 500 transactions)
● Monthly bank & credit card reconciliation (10+ accounts)
● Payroll processing (4–10 employees)
● Quarterly & year-end payroll reports (941s, W-2s, 1099s)
● Financial statements + customized reporting
● Tax-ready financials for CPA/tax prep
● Email, phone, and priority support
Custom Packages Also Available