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 make a real impact.
Healthy Books = Healthy Business
The path to achieving financial soundness begins with Step 1: The MoneyFitness 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: MoneyFitness 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 MoneyFitness 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
Basic Training
ACCOUNT RECONCILIATION AND REPORTING
Monthly reconciliation of bank, credit card, and loan accounts
Monthly Profit Loss and Balance Sheet reporting
DOCUMENT MANAGEMENT
Monthly paper to paperless archiving services
SUPPORT
Unlimited email support
Dedicated account management team
Starting at
$495/mo
Building Strength
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
Dedicated account management team
Monthly account review video conference
Software subscription not included*
Starting at
$895/mo
Premium Fit
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
Starting at
$1725/mo
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 $170
- Ten-hour support package for $650
