Service Plans & Pricing
Tier #1 - Starter
Quickbooks Online or Xero Setup
1 Training Session (1 Hour)
Customized Chart of Accounts
Link 1 bank + 1 credit card account
Basic dashboard walkthrough
7-day email support
Ideal For Solopreneurs & New Businesses
Price Range: $1,000 - $2,000
Tier #2 - Growth
Full Software Setup + basic integration (POS, payroll, etc.)
Chart of Accounts tailored to your business
Link up to 4 financial accounts
2 Virtual Training Sessions (1 Hour Each)
Setup of up to 2 standard financial reports
Initial SOPs: invoicing & bill pay workflows
14-day email support
Ideal For Small Teams (1-5 staff)
Price Range: $2,000 - 3,000
Tier #3 - Premium
Full Software Setup + clean-up
Advance integrations (Gusto, Shopify, etc.)
Up to 3 team training sessions (Zoom or in person)
Custom SOPs for 4-6 accounting workflows
Month-End Close Checklist & Reporting SOP
30-day follow-up and support
Ideal for growing businesses needing clear processes, deeper training and more complex reporting
Price Range: $3,000+
Add-On Services ( Priced Separately)
Software Setup only: $1,200
Historical Cleanup (prior periods): Starting at $800
Staff Training only (no setup): $400 per session
Additional SOP Documents: $200 each
Custom Dashboard Reports/ Financial Reports: $200 per report
Ongoing Monthly Support: starting at $500 monthly
Monthly Software Review
Support & Guidance
Ongoing SOP & Workflow Refinement
All other services not listed above is priced at a per hour rate
Have more questions, check out our FAQs below!
Frequently Asked Questions
What accounting software do you work with?
We specialize in Quickbooks Online and Xero, but we also support other platforms like Wave, Freshbooks and Zoho Books depending on your needs. During our consultation, we will help you choose the best software based on your business type and budget.
How long does it take to complete the setup, training, and SOP services?
Most small business projects take between 2-4 weeks to complete. The timeline depends on the complexity of your business, how organized your current records are, and whether any cleanup is needed. In the first week, we typically complete the software setup and initial testing. Training sessions and SOP development are schedule in weeks two and three, with final review and handoff by week four. If you're on a tight deadline or need services delivered faster, we can often accomodate that with advanced scheduling.
Can you cleanup or fix my existing books?
Yes! If your books are messy or behind, we offer historical clean-up services to get everything back on track. This includes reconciling bank statements, correcting errors, organizing transactions, and bringing your records up to date--so you can start fresh with confidence.
Do you work with clients outside of Ohio?
Yes! While we are based in Ohio, we work virtually with clients all over the U.S. All services -- including consultations, software setup, training and support can be delivered online via Zoom, email or secure portals. No matter where you're located, we can help.
How can I contact you?
You can reach us by email or the contact form located on this website. We ask that you review our services including plans and pricing and determine which level of service you want to go with. We offer free 15-minute consultations on which service plan is the right one for you.
Do I need to be tech-savvy to learn the software?
Not at all. Our training sessions are beginner-friendly and tailored to your level of experience. We walk you through every step with clear instructions, and we provide helpful guides and cheat sheets so you'll always have something to reference.
Do you work with clients outside of Ohio?
Yes! While we are based in Ohio, we work virtually with clients all over the U.S. All services -- including consultations, software setup, training and support can be delivered online via Zoom, email or secure portals. No matter where you're located, we can help.
Do you offer monthly bookkeeping or tax preparation services?
We do not provide ongoing monthly bookkeeping or tax preparation services. Our focus is on helping business owners who want to keep their accounting in-house by setting up their systems correctly, training their team, and creating standard procedures to stay organized and compliant. If you're looking to take control of your finances internally and need expert guidance to get started or stay on track, our services are a great fit for you.
Contact Dillard Accounting Today
Reach out for expert guidance on accounting software setup, training, and SOP creation tailored for your business needs.
Inquire
support@dillardacctg.com
DILLARD ACCOUNTING LLC
Serving Ohio-based and virtual clients nationwide
CONTACT US
SUPPORT@DILLARDACCTG.COM
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