Redefining Bookkeeping

We’re Your Personal Trainers for All Things Financial & Bookkeeping.

We go beyond the traditional definition of bookkeeping to kick your business into shape. We provide guidance and resources to help you reach your quantifiable goals and automate your processes so you can get out from behind your desk and live the life you want.

MON_burly-guy.jpeg

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.

 
MON_graphics_blue-04.png

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

 
MON_graphics_blue-05.png

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.

 
MON_graphics_blue-06.png

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

 
MON_Services_green-20.png

$325/mo.

INCLUDES

ACCOUNT RECONCILIATION AND REPORTING

- Monthly reconciliation of bank, credit card, and loan accounts

- Monthly Profit Loss and Balance Sheet reporting

- QuickBooks Online subscription included

DOCUMENT MANAGEMENT

- Monthly paper to paperless archiving services

- Document management software - included

CFO SERVICES

- One hour monthly financial review

SUPPORT

- Unlimited email support

MON_Services_green-23.png

$725/mO.

INCLUDES

EVERYTHING IN BASIC TRAINING PLUS

- Upgrade to Weekly DOCUMENT MANAGEMENT

- Upgrade to Weekly ACCOUNT RECONCILIATION

PAYROLL SERVICES

- Bi-weekly Payroll Services*

- Employee Onboarding

BILL PAYMENT SERVICES

- Bi-weekly, online bill payment services*

SUPPORT

- Unlimited email support

* Software subscription not included

MON_Services_green-24.png

$1450/mo.

INCLUDES

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

SUPPORT

- 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.

Investment:
- Two-hour sessions available for $250
- Ten-hour support package for $650

 
darkgrey_diamondplate-18-18.png