QuickBooks Cleanup Special Get your books organized before year-end. Professional cleanup service for just $750 – most completed within 7-10 business days 

Monthly Service Packages

Comprehensive financial solutions designed to give you clarity, confidence, and peace of mind so you can focus on growing your business.

Tier 1

Essentials Package

$750 /month

For businesses that need clean, accurate financials and basic insights.

Includes:

  • Monthly bookkeeping and account reconciliation (up to 3 bank/credit accounts)
  • Basic financial reports: Profit & Loss, Balance Sheet, Cash Flow
  • Month-end close and error checks
  • QuickBooks Online maintenance and categorization
  • Email support (48–72 hr response time)

Best for:

Solo operators or small teams looking for reliable, organized books.

Get Started
Most Popular
Tier 2

Growth Strategy Package

$1,250 /month

For growing businesses that want financial strategy and light HR support.

Includes:

  • Everything in Tier 1, plus:
  • Monthly 60-minute strategic CFO advisory call
  • Forecasting and budgeting templates
  • Labor cost tracking and analysis
  • Payroll support for up to 10 employees
  • Employee onboarding/offboarding guidance
  • Priority email support (24–48 hr response time)

Best for:

Businesses ready to scale with a proactive financial partner.

Most Popular

Financial Consulting & FP&A

$150/hour

Need expert financial guidance? Momentum offers one-on-one consulting for business owners looking to improve financial planning, cash flow forecasting, and business strategy.

For $150/hour, we help with:

  • Financial Planning & Analysis (FP&A) – Strategic insights to drive profitability
  • Budgeting & Forecasting – Helping you plan for sustainable growth
  • Cash Flow Management – Optimizing income, expenses, and working capital
  • Business Strategy & Performance Review – Identifying opportunities to scale efficiently

Book a session today to gain clarity on your business finances and take control of your company's financial future!

Book a Session Today

Ready for comprehensive business support?

Move beyond basic bookkeeping to proactive leadership with our complete business partnership package.

Complete Business Support

Running a small business comes with no shortage of challenges—balancing finances, managing a team, and planning for growth. We help you move from reactive problem-solving to proactive leadership.

What's included each month

  • Monthly bookkeeping & bank reconciliation
  • Financial reporting and dashboards
  • Monthly CFO-style strategy calls
  • Budgeting, forecasting & cash flow planning
  • QuickBooks optimization and cleanup
  • Pricing & profitability analysis
  • Employee onboarding/offboarding guidance
  • Payroll support (up to 10 employees)
  • Labor cost analysis & org chart review
  • HR process consulting & compliance
  • Goal setting & KPI tracking
  • Tax season readiness support

Monthly partnership investment

$2,500+ USD

Schedule Discovery Call

Custom packages available for businesses with unique needs

Q4 2025 Special

If your QuickBooks file is disorganized, inaccurate, or behind—it's costing you more than you think.

QuickBooks Online Cleanup Service

At Momentum Business Solutions, we specialize in QuickBooks Online cleanup to give you accurate books, clear financial visibility, and peace of mind—fast. Whether you're gearing up for tax season, applying for a loan, or just tired of guessing your numbers, we're here to help.

What's included in the QBO Cleanup:

  • Review and correction of chart of accounts
  • Reconciliation of bank and credit card transactions
  • Removal or merging of duplicate entries
  • Categorization of uncoded transactions
  • Payroll and sales tax alignment (if applicable)
  • Clear, audit-ready financial reports
  • Summary report of what was fixed
$750

Flat Fee

Fast Turnaround

Most cleanups completed within 7–10 business days

Get My Books Fixed

No long-term commitment required

Let's get your books in order so you can make smart decisions with confidence.

How it works

Getting started is simple. We handle the complexity so you can focus on your business.

1

Discovery Call

We'll discuss your current financial situation, pain points, and goals to determine the best fit.

2

Onboarding

We'll set up secure access to your systems, review your books, and establish processes — typically within 1-2 weeks.

3

Ongoing Support

Monthly financial reports, regular check-ins, and ongoing support to keep your finances organized and strategic.

Interested in partnering with Momentum Business Solutions?

Let's schedule a discovery call to explore which package is right for your business.

Schedule Discovery Call Learn more about us

Cade Maldonado

CEO/Owner | QuickBooks ProAdvisor Certified

cade@momentumbusiness.org