THE MINDFULL PARTNERSHIPS

A partnership for every level of business

Financial Foundations

For Newer Business Owners

Working together to create a relatable accounting system while using QuickBooks Online.
System Structure & Setup
- Chart of Accounts review + client portal onboarding
Consistent Financial Maintenance
- Weekly banking review + monthly reconciliation of accounts up to 3 credit cards
Clear, Human-Centered Reporting
- Monthly financial statements with an audio recap providing context and explanation
Strategic Check-Ins
- One 30-minute Quarterly Financial Review to discuss trends, questions, and next steps
Year-End Preparation
- Annual review to support W-2 and 1099 preparation (additional fees apply)

This monthly package starts at $450.00.

The Client Favorite

Incorporating Financial Foundation with:

Expanded Account Oversight
- Review and reconciliation, up to 6 banking accounts
Payroll
- Payroll administration through an established payroll provider, including contractor payment processing
Compliance & Structural Review
- Periodic compliance review and year‐end reconciliation of income and liability accounts
Monthly Reporting
- Financial statements delivered with a clear, thoughtful review focused on understanding activity and trends

This monthly package starts at $925.

For All Your Business Needs

Incorporating the Financial Partnership with:

Expanded Financial Oversight
- Review and reconciliation, up to 9 banking accounts
Operation Financial Management
- Accounts payable and accounts receivable management, along with spend management to improve visibility
Planning & Forward-looking Insights
- Budget development and maintenance, paired with cash‐flow modeling to support informed decision‐making
Monthly Reporting
- Financial review conducted directly with Angela, focused on interpretation, planning, and next steps.
CPA COLLABORATION
- Coordination with your CPA to keep your business tax‐ready throughout the year—not just at year‐end.

This monthly package starts at $1,500.