Monthly Engagements

Our exclusive monthly packages offer services ranging from simple bookkeeping right up to high-level outsourced CFO solutions designed to skyrocket your business growth.

Check out our monthly packages below.

Silver Starters

Basic Accounting and Bookkeeping

 

Description: Basic monthly accounting services
Who it’s for: Businesses looking for simple accounting support

What’s Included

The Personal Touch
2 financial development calls per month
2 spot calls for emergencies
Email support and access to MM Accounting resource library
Bookkeeping and Accounting
Month end reconciliation
Deposit and expenses matched against bank statements
Categorization of expenses
Profit and loss statement preparation
Balance sheet preparation (including asset and liability review)
Signup Bonus
Mapping session

Golden Growers

Advanced Accounting and Bookkeeping Package

 

Description: Advanced financial management for your business with a focus on catalyzing growth. This package is designed to replicate the services of an in-house accountant, without the hassle or the expense.

Who it’s for: Businesses who need more robust accounting support due to size, complexity, or a need for greater control

What’s Included

The Personal Touch
Voxer access to Margo
3 financial development calls per month
3 spot calls for emergencies
Email support and access to MM Accounting resource library
Bookkeeping and Accounting
Month end reconciliation
Deposit and expenses matched against bank statements
Categorization of expenses
Profit and loss statement preparation
Balance sheet preparation (including asset and liability review)
Advanced and customizable financial reporting
Budgeting
Asset analysis
Signup Bonus
Mapping session
SWOT analysis