Core Accounting Packages
Designed for all stages of your firm’s growth.
Which level fits your firm’s size, budget, and goals?
Entry
$799/mo
$1500 Onboarding Fee 
To kick things off, a one-time setup fee of $1,500 was charged to your card on the day you signed up. This fee covers the groundwork to set you up in our systems, project management mapping categories, financial software chart of accounts setup, interior design best practices coaching, onboarding and consulting calls, and 5 hours of cleanup.
Improve Overall Firm Profitability
For the solopreneur who wants to keep their books in order &
remain compliant.
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You'll receive access to a dedicated accounting team
Includes client manager, sales tax accountant, and bookkeeper. Unlimited asynchronous support through email. You never get charged for asking questions.
- Updated financials in Quickbooks each month
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We keep your open collections on your radar Monthly report to review past due invoices and open retainers/credits
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We make sure you get paid for the work you do Deposit Review of Invoices Recorded vs Cleared Through Bank
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We make sure your expenses are categorized correctly Monthly uncategorized reports submitted (*No PO tracking)
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You'll receive financial reports each quarter Profit and loss statement, balance sheet, collections report, and unpaid bills report
- We take care of your quarterly sales taxes
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You'll receive cash-flow & profitability training We help you implement best practice systems during on boarding and provide ongoing coaching
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You'll receive basic software integration support 30 minutes per quarter
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Additional coaching at discounted rate 30% off business & growth strategy coaching
- Unlimited email and phone support
Elite
$1349/mo
$1500 Onboarding Fee To kick things off, a one-time setup fee of $1,500 was charged to your card on the day you signed up. This fee covers the groundwork to set you up in our systems, project management mapping categories, financial software chart of accounts setup, interior design best practices coaching, onboarding and consulting calls, and 5 hours of cleanup.
Ensure Every Project is Profitable
For the small business owner who wants to align with industry best practices and lay a strong foundation for growth.
Everything in the Entry package plus:
- 1 proactive advisory call per month
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We help you predict monthly cash-flow Monthly cash-flow position estimate
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We ensure profitability at the project level Detailed profit & loss by project, booking vendor returns per project
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We ensure you get paid for all purchase orders We track your vendor liabilities.
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We make sure you keep up on vendor payments Monthly report of what you still owe your vendors
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We file 1099s for your contractors Up to 5 contractors and 2 qualifying lists
Elevated
$1500 Onboarding Fee
To kick things off, a one-time setup fee of $1,500 was charged to your card on the day you signed up. This fee covers the groundwork to set you up in our systems, project management mapping categories, financial software chart of accounts setup, interior design best practices coaching, onboarding and consulting calls, and 5 hours of cleanup. Scale & Grow the Right Way
For the successful design firm CEO who wants to maximize profit and continue scaling.
Everything in the Entry & Elite packages plus:
- 2 proactive advisory calls per month
- You'll receive access to on-demand accounting response time
- Monthly sales tax filing
- Monthly profit and loss statements
- Receive uncategorized and vendor liability reports twice per month
Custom add-ons for your unique needs
Multi-State
Sales Tax Filings
Monthly, quarterly or annually depending on your state’s filing requirement.
Payroll
Management
Streamlined hiring and team benefit management through Gusto.
Client Hourly Billing
We create and send invoices to your clients on your behalf.
Accounts Receivable
We handle your monthly
time billing.
Accounts Payable
We pay your vendor bills on behalf of your business.
Additional Specialty Services
Procurement management
Flexibility with cost as your business volume fluctuates
CFO
Services
Streamlined hiring and team benefit management through Gusto.
Project Management Setup & Quickbooks Online Mapping
Houzz Pro, Ivy, and other interior project management softwares
Next Steps
1
Determine Fit
We meet over Zoom to learn more about your business & the problems you’re facing to determine if we’re a good fit.
2
Set the Foundation
We help you get your books organized, caught up, and synced with your project management software.
3
Build Your Dreams
We continue to support your accounting needs with proactive advisory, filing, reporting, maintenance, and more.
Curious how your books are doing?
Frequently Asked Questions
Can I change my plan or add services as business grows?
Yes! We have created our packages to grow as your business grows, so you can absolutely add services as your needs change. You can notify us of your request and we can implement the new services the following month.
How do I know which package is for me?
Because each business is unique, we will help you customize a package that fits your business’s needs. Schedule a call with us today so we can get to know you and your goals.
Am I locked into an annual contract?
No, you are not locked into an annual contract. We operate on a simple month-to-month plan structure, so you can make easy monthly payments and, if you need to make a change in services, you can communicate that to us at least 7 days before your next payment goes through.
Do I have to switch to your CPA? Can I use my own CPA?
No, you do not need to switch from your annual tax CPA. Sometimes firm owners file jointly with a spouse who prefers to keep the family’s personal financies at their traditional CPA office. You can certainly keep your original CPA while working with Logistis for Designers to optimize and track your design business’s finances.
Why Clients Consider Us the Best Accounting Firm
for Interior Design Businesses
Patrick Tennant
Interiors by Patrick
The thing that I love the most about having Logistis as a team member is that all of the stress of making a bookkeeping error has gone out the window. I look at Logistis as my “safety net” because my Logistis accountant is going to catch any discrepancies and fix it! It’s like having a teacher proof read your essay before you submit your final draft. So I don’t have any stress about making a mistake any more because we are going to catch it together!
Beatriz Rose
Byrdesign
The Logistis team are always responsive to our needs. Their knowledge of the complex interior design business, in addition to Ivy and Quickbooks integration, is invaluable.
Caitlin Murray
Black Lacquer Design
Logistis has made what was a burdensome and intimidating aspect of the business into something that is streamlined and easy to understand. Recommending their team to other designers, especially those who use Ivy, is always a no-brainer.
Kelley Lentini
Logistis helps designers do what they are good at — designing! Knowing that everything is being handled and the finance side of our business is in good hands lets us rest easy and frees us up to continue to grow the business!
Andrea May
I would recommend Logistis to any interior design firm of any size that wants a customized, seamless, and best of all, stress-free bookkeeping/back-office process. Not only is Logistis knowledgeable in Ivy software, they consult with Ivy to constantly improve the accounting side of Ivy and the Ivy/Quickbooks Online integration. They’re pros!
Lucille Buell
Logistis has been life-changing for me as a business owner and designer. I no longer have to worry about paying sales tax and income tax on time, reconciling my business accounts monthly, creating and sending client invoices or managing payroll. It frees up my time so I have the time to design and meet with clients – the part I like doing best. It was surprising just how much it reduced stress for me knowing I could completely let go of those responsibilities knowing Logistis had it all under control.
Sayre Ziskin
I’ve seen steady year over year growth, and I’m confident Logistis is a big part of that.
Ross Garrett
Emilie and the team are awesome! They give us peace of mind about the many moving financial parts of the business and ameliorate many of the headaches related to running a design business.
Mika Dubbe
Mika Dubbe Design
Logistis for Designers was an extremely valuable resource for my business by providing excellent services that have improved my business’s organization and financial understanding. I needed to free up time in the bookkeeping department to make more space for design, and their expertise and attention to detail have allowed me to do this. Their services are now an integral part of my business practice and have been instrumental in streamlining my financial process.