In a Nutshell
pros
- No obligation 30 day trial
- Save more than $12,000 per year on your tax bill
- Fully outsourced bookkeeping service
cons
- No hourly pricing option
1-800Accountant at a Glance
Products
Features
Promotions
Integrations
Customer Support
1-800Accountant at a Glance
Best for: Small businesses that need an affordable outsourced accounting firm
Price range: From $179/month
Key features: Tax advice, Dedicated accountant, Tax planning & preparation, Bookkeeping
Apps: iOS and Android
Integrations: Yes
1-800Accountant Ease of Setup and Use
Getting started with 1-800Accountant involves following an onboarding/signup section with one of their expert account managers. In order to go through this process, users need to click on the online signup widget which then redirects towards a calendar booking form.
After scheduling a call with one of 1-800Accountant’s tax planning experts, users will be invited to actually sign up for an account on the platform.
1-800Accountant Pricing and Plans
1-800Accountant offers three main pricing plans as well as one enterprise-only plan for companies that meet the following criteria:
- More than $1 million in annual recurring revenue (ARR)
- More than 5 employees
Therefore, most small to medium-sized organizations will opt for one of the bottom three plans. Their pricing and what they include is given in the following table:
- Access to Portal
- Dedicated accountant
- Year-round tax advice
- Proactive tax planning
- Quarterly Reviews
- Everything included in the Business tier +
- Personal tax preparation
- Business tax preparation
- Everything included in the Corporation tier +
- Bookkeeping
- Priority support
- Financial reports
The most suitable plan for any given organization will depend upon how much support it needs in terms of accountancy and which features are most important to it. The Starter plan provides a very basic bookkeeping service, although users receive a dedicated accountant. By upgrading to the executive tier users can lock in priority support and more detailed financials.
1-800Accountant Features
1-800Accountant customers can take advantage of the following features:
Small Business Taxes
One of the most basic accounting services required by businesses is tax preparation and 1-800Accountant’s team of fully licensed CPAs can assist in this respect.
The dedicated accountant assigned to each account works to ensure that the business’s tax burden is minimized and also undertakes the following essential tax planning activities:
- Tax preparation
- Tax advisory
- Audit defense
- Tax credits
Small Business Payroll
Speaking of essential accounting activities for small businesses, here’s another one: ensuring that everybody gets paid on time.
1-800Accountant’s payroll experts work to make sure that the business stays IRS-compliant throughout the payment cycle. Automated payment systems also ensure that the payment process runs seamlessly every time.
Auditing
1-800Accountant offers an audit protection service designed to help prepare the business in the event that an audit notice is received. The service involves ensuring that all relevant paperwork is in order so that the business will be in maximum compliance with the dictates of the IRS.
Tax Advice
If you’re searching for a responsive and proactive accountancy partner that will be able to provide answers for all your critical taxation questions, then the tax advice that 1-800Accountant includes as part of its package may prove invaluable to you.
There is no limit on the questions you can ask and both enrolled agents (EAs) and CPAs are available to field questions. Clients also get access to a resource center designed to keep them up to date on the latest developments in the world of taxation and compliance.
1-800Accountant Integrations
1-800Accountant doesn’t have add-ons in the traditional sense of the word (integrations that the user can create). Nevertheless, users can set up integrations between their online payment processing systems and the accountant’s system.
This streamlines the process of quickly capturing the information that needs to be added in order to prepare accounts.
This is one area that 1-800Accountant could improve in by offering lots of connections with tools like Zapier and Dropbox. If the product team is reading this - it’s time to get to work!
1-800Accountant Mobile Apps
1-800Accountant has apps for both Android and iOS. These can be downloaded from both the Google Play store and the iTunes app market — the official app sources
The Android app mirrors the functionalities in the web dashboard. Its features include:
- The ability to schedule a call with the account manager
- The ability to create journal entries
- Cross-device support. The info created in the app can be synced up to the cloud dashboard.
1-800Accountant Customer Support
1-800Accountant doesn’t enforce a limit on questions users can ask of their accountant which is great for users with lots of things to ask. Every client that signs up for a package also receives a dedicated accountant — so there is continuity in the relationship. Additionally, the website features an online chatbot which can help to quickly direct users’ queries towards the most appropriate resource.
Bottom Line
If you’re a small business that is interested in outsourcing your bookkeeping and accountancy needs, then 1-800Accountant provides a variety of tiers and one of them might be a good fit for your requirements. Every new client gets a dedicated accountant and those who sign up for more advanced plans can get access to advanced financial report preparation.