Our Services
BOOKKEEPING & BUSINESS GUIDANCE
Monthly support to keep your numbers organized and your business moving forward.
Our bookkeeping packages are designed for entrepreneurs who don’t want to spend their days sorting receipts or wrestling with accounting software. We act as your financial partner, keeping your books accurate and helping you understand what the numbers actually mean for your business. Three packages available:
Momentum Accounting Package
BOOKKEEPING & COMPLIANCE
Keeping your business running smoothly means staying organized and meeting tax requirements—but you don’t have to do it alone. We work with trusted tax professionals to make sure your compliance needs are taken care of, so you can focus on what you do best: growing your business. Our goal is to give you a complete solution that handles everything from tracking your numbers to being compliant with tax rules. This way, you save time, avoid stress, and feel confident knowing your finances are in good hands.
ESSENTIAL
For business owners who need reliable bookkeeping and clean books each month.
Includes:
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Monthly income & expense tracking
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Bank & credit card reconciliations
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Financial statements delivered by end of month
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Organized records for your tax professional
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Access to add-on services as needed
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Moderate workflow guidance and support
Best for:
Businesses that want consistency, clarity, and peace of mind.
MOMENTUM
For growing businesses ready to understand trends, plan ahead, and make informed decisions.
Includes:
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Monthly income & expense tracking
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Bank & credit card reconciliations
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Financial statements delivered by mid month
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Organized records for your tax professional
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Access to add-on services as needed
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Quarterly review sessions to understand what’s working
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Moderate workflow guidance and support
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Best for:
Businesses that want more structure, accountability, and insight throughout the year.
EXECUTIVE
For entrepreneurs who want the accounting role off their plate entirely and want a dedicated, high-touch partner to manage it.
Includes:
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Monthly income & expense tracking
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Bank & credit card reconciliations
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Financial statements delivered as early as a few days after month-end
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Direct coordination with your tax professional
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Access to add-on services as needed
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Weekly or bi-weekly sessions (based on your need) to understand what’s working
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Customized workflow guidance and support
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Oversight of multiple income streams
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Support for industry-specific or proprietary tools
Best for:
Businesses looking for a deeply supportive, full-service financial partnership.
More Ways We Support Your Business
BUSINESS OPERATIONS SUPPORT
Hands-on operational help to keep your systems, workflows, and financial processes running smoothly.
Some businesses don’t need full bookkeeping. They need weekly operational support to keep their internal systems accurate, organized, and on track. This is especially helpful for businesses using industry-specific tools or complex fund-flow processes.
We provide dedicated weekly support inside systems such as TrackerPro, Jobber, or other proprietary platforms, helping you maintain clean workflows while your team focuses on serving clients.
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Operational Support Suite
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Support includes:
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Weekly workflow and system management
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Recording incoming funds
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Documenting disbursements after they are processed
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Multi-account fund flow review (clearing, operating, escrow, recording)
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Expense tracking within your operational system
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Weekly summaries of completed and pending tasks
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May also include (based on scope):
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Accounts Payable support (temporary or ongoing)
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Accounts Receivable or collections cleanup
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Workflow or Standard Operations Procedures documentation
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Admin follow-up for missing documents
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This service does not include:
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Month-end close
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Bank reconciliations
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Financial statements
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Tax coordination
(These can be added separately.)
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Best for:
Service businesses, and any team needing reliable weekly operational support.
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EDUCATION & EMPOWERMENT
For entrepreneurs who want to understand their numbers, build confidence, and grow at their own pace.
Whether you're not ready for monthly support or you simply enjoy learning, our education and empowerment offerings help you build the skills and confidence you need to take control of your financial journey.
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Contact us about:
- Our Group Program: Let’s Figure It Out: The Entrepreneur’s Circle
- Our One-on-One 60-minute session: Business Journey Clarity
- Workshops & Trainings: Bookkeeping & Systems
- Speaking Engagements: Entrepreneurship (Professional) and Starting Over (Personal with Professional)
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