O: 267.385.6852
MINDFULL MONEY MATTERS
Bridging the gap between entrepreneurs and their money
THE MINDFULL PACKAGES
A package for every level of business
ESSENTIALS
For Newer Business Owners
-
Create / Customize the Chart of Accounts
-
Connections with our secure software systems (Liscio/Uncat)
-
Weekly banking review and reconcilation of business accounts includes credit cards (max of 3)
-
Monthly meeting to discuss prior month financials
-
Year-end review of financials (includes 1099 and W2 review)
​
This monthly package starts at $400.00
ENHANCED
The Client Favorite
Incorporating The Essential Package with added services such as:
-
Banking review of business accounts (max of 8)
-
Payroll services through QB Payroll - includes contractor payments
-
AR/AP review including Spend Management
-
Compliance Review
​
This monthly package starts at $850.00