---
title: Services | MoneyFit Traverse City
description: Transform your business with MoneyFit's tailored financial services, ensuring clarity and growth through expert guidance, ongoing support, and custom financial roadmaps.
---
##### MoneyFit Partners:
[](https://www.bemoneyfit.com/)
- [About](https://www.bemoneyfit.com/about)
- [Services](https://www.bemoneyfit.com/services)
- [LIFT Process](https://www.bemoneyfit.com/process)
- [Who We Serve](https://www.bemoneyfit.com/who-we-serve)
- [Blog](https://www.bemoneyfit.com/blog)
- [Contact](https://www.bemoneyfit.com/contact)
[Get Started](https://www.bemoneyfit.com/contact)
# Our Services
## Smarter Finances, Stronger Business
Your business deserves more than just bookkeeping—it needs a financial partner who’s invested in your growth. At MoneyFit, we don’t just manage your numbers; we build long-term systems, strategies, and efficiencies that evolve with your business. With us by your side, you gain clarity, confidence, and the freedom to focus on what truly matters.
## Your Financial LIFT Roadmap
Before we dive into ongoing financial management, we ensure your business is built on a solid foundation. That’s why every client starts with our MoneyFitness Analysis & Operational Solutions, a deep dive into your financial operations to ensure accuracy, efficiency, and clarity.
But we don’t stop there. Once your foundation is strong, we guide you through the Financial LIFT Roadmap—a custom-designed, three-year plan to help you strengthen, build, and scale your business the right way.
#### Starting with the Basics:
We assess your current financial health and systems to build a strong foundation.
#### Strengthening Your Operations:
We optimize your back-office workflows for maximum efficiency, whether serving as your full back office or supporting your existing team.
#### Creating Financial Clarity:
With cash flow forecasting, budgeting, KPIs, and financial dashboards, we empower you to visualize and achieve financial goals.
#### Wherever you’re starting, our Financial LIFT Roadmap is custom built around your goals, with insights to help you go further than you thought possible.
[Learn More](https://www.bemoneyfit.com/process)
### Your Ongoing Partnership: Choose Your Level of Support
With MoneyFit, you can choose the level of support that fits your business—whether you need essential bookkeeping, hands-on financial guidance, or advanced financial strategy.
##### FINANCIAL ADVISORY SERVICES
MoneyFit Service
EXPANDED CFO SERVICES
Financial Coaching
Cash Flow Forecasting
Basic Training
Starting at $497
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Building Strength
Starting at $997
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Premium Fit
Starting at $1,897
Weekly
Weekly
##### OUTSOURCED CONTROLLER SERVICES
MoneyFit Service
SALES TAX FILING/PAYMENT SUPPORT
Sales Tax Filing and Payment Support
BILL PAYMENT SERVICES
Online Bill Payment Services
PAYROLL SERVICES
Bi-weekly Payroll Services
DOCUMENT MANAGEMENT
Paper to Paperless Processing Services
ADDITIONAL SUPPORT
Email Support
Dedicated Account Management Team
Monthly Operation Check-In (Tune-Up)
Support via Dedicated SLACK Channel
Basic Training
Starting at $497
\-
\-
\-
Monthly
Yes
\-
\-
\-
Building Strength
Starting at $997
Yes
Weekly
Bi-weekly
Weekly
Yes
Yes
Yes
\-
Premium Fit
Starting at $1,897
Yes
Weekly
Bi-weekly
Weekly
Yes
Yes
Yes
Yes
##### Basic Training
##### Building Strength
##### Premium Fit
### Basic Training - Starting at $497/mo
- Email Support
- Monthly Paper to Paperless Processing Services
### Building Strength - Starting at $997/mo
- Sales Tax Filing and Payment Support
- Weekly Online Bill Payment Services
- Biweekly Payroll Services
- Email Support
- Dedicated Account Management Team
- Monthly Operation Check-In (Tune-Up)
- Weekly Paper to Paperless Processing Services
### Premium Fit - Starting at $1,897/mo
- Weekly Financial Coaching
- Weekly Cash Flow Forecasting
- Sales Tax Filing and Payment Support
- Email Support
- Weekly Online Bill Payment Services
- Biweekly Payroll Services
- Weekly Paper to Paperless Processing Services
- Dedicated Account Management Team
- Monthly Operation Check-In (Tune-Up)
- Support via Dedicated SLACK Channel
## Compare Plans & Get Started
[](https://bemoneyfit.com)
### Menu
- [Home](https://www.bemoneyfit.com)
- [About](https://www.bemoneyfit.com/about)
- [Services](https://www.bemoneyfit.com/services)
- [LIFT Process](https://www.bemoneyfit.com/process)
- [Who We Serve](https://www.bemoneyfit.com/who-we-serve)
- [Blog](https://www.bemoneyfit.com/blog)
- [Contact](https://www.bemoneyfit.com/contact)
- [Get Started](https://www.bemoneyfit.com/contact)
### Contact Us
- [231.421.6531](tel:231-421-6531)
- [info@bemoneyfit.com](mailto:info@bemoneyfit.com)
- 822 Cass St.
Traverse City, MI 49684
### Follow Us
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[Accessibility Statement](https://www.bemoneyfit.com/accessibility-statement)· © 2026 MoneyFit · All Rights Reserved · Made by [TDG](https://www.diamond-group.co/locations/traverse-city-mi)