Bookkeeping Services FAQs

A: Income and expense tracking, reconciliation, and monthly reporting, built around how Medicare agents actually get paid. Basic and Essentials cover a solo agent's straightforward commission income; Plus and Advanced add multi-account support, KPI reporting, a dedicated bookkeeper, and direct coordination with your tax preparer at filing time. Payroll, Time Tracking, and standalone Contractor Payments & 1099 handling are all available as add-ons.

A: Basic is currently listed at $225/month (1 account, up to 75 transactions), Essentials at $400/month (up to 2 accounts, up to 150 transactions, plus a quarterly check-in call), Plus at $675/month (up to 3 accounts, up to 300 transactions, a dedicated bookkeeper), and Advanced at $1,200/month (unlimited transactions and accounts, month-end close, cash flow reporting). Combining Bookkeeping with another recurring ANC service also qualifies for a bundle discount.

A: That's exactly what onboarding is for. If you already have records, we review what's set up before your first close and flag anything that needs cleanup. If you're starting fresh, we build your books from scratch and confirm once you're caught up to present day. There's no separate cleanup fee, it's folded into onboarding.

A: Yes. It's still your QuickBooks account, either transferred over or set up fresh under our wholesale ProAdvisor plan, you're just billed by us directly instead of getting a separate bill from Intuit.

A: We don't offer refunds. You can cancel anytime, service continues through the end of your current billing cycle.