Healthy Books = Healthy Business
The path to achieving financial soundness begins with Step 1: The MoneyFit-ness Analysis. We’ll assess where you’re at and where you need to go next on your journey. Once we know your current state and future goals, we’ll determine the best long-term financial fitness plan for your business.
Step 1: MoneyFit-ness Analysis
Let your journey begin! We’ll start by reviewing your current QuickBooks setup to see what’s working and what’s not.
Based on our findings, you’ll receive a comprehensive report of how we can improve your processes to reach financial health.
Investment: $500, prepaid
Step 2: MoneyFit Detox
Based on the results of your MoneyFit-ness Analysis, we’ll do the heavy lifting to clean up your systems.
Investment: 100% of the MoneyFit Detox investment is applied to the cost of the cleanup (score!). The fee will vary based on the scope of work required.
Step 3: Workflow Efficiency Overhaul
We’ll ask the hard-hitting questions during a complimentary one-hour interview to determine your best route to reaching financial soundness! Have your fitness goals changed? Are you ready to introduce payroll services? We’ll coach you to:
- Transform your process from receipt to financial statement
- Redefine your process to achieve financial targets
- Reclaim your time through automation using cloud-based applications
Investment: Fee will vary. A 50% deposit is required, with the balance due upon completion.
Step 4: Choose Your Long-Term Financial Fitness Plan
ACCOUNT RECONCILIATION AND REPORTING
- Monthly reconciliation of bank, credit card, and loan accounts
- Monthly Profit Loss and Balance Sheet reporting
- QuickBooks Online subscription included
- Monthly paper to paperless archiving services
- Document management software - included
- One hour monthly financial review
- Unlimited email support
EVERYTHING IN BASIC TRAINING PLUS
- Upgrade to Weekly DOCUMENT MANAGEMENT
- Upgrade to Weekly ACCOUNT RECONCILIATION
- Bi-weekly Payroll Services*
- Employee Onboarding
BILL PAYMENT SERVICES
- Bi-weekly, online bill payment services*
- Unlimited email support
* Software subscription not included
EVERYTHING IN BUILDING STRENGTH PLUS
- Upgrade to Weekly BILL PAYMENT SERVICES
- Includes BILL PAYMENT software subscription
SALES TAX FILING/PAYMENT SUPPORT
EXPANDED CFO SERVICES
- Weekly Financial Coaching
- Weekly Cashflow Management
- Unlimited support via dedicated SLACK channel
DIYers: QuickBooks & App Training
For those who want to run their regimen with coaching along the way, we offer video conference training.
- Two-hour sessions available for $250
- Ten-hour support package for $650