Monthly Service Packages
Comprehensive financial solutions designed to give you clarity, confidence, and peace of mind so you can focus on growing your business.
Essentials Package
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.
Growth Strategy Package
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.
Financial Consulting & FP&A
$150/hourNeed 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!
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/month
Schedule Discovery CallCustom packages available for businesses with unique needs
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
- 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
Flat Fee
Fast Turnaround
Most cleanups completed within 7-10 business days
No long-term commitment required
Let's get your books in order so you can make smart decisions with confidence.
Testimonials
Trusted by growing businesses
"Before working with Cade, I was spending hours every week trying to reconcile my books. Now I can focus on growing my business while knowing my finances are in expert hands. The monthly reports give me clarity I never had before."
Sarah Mitchell
Owner, Mitchell's Landscaping
"The payroll processing alone has saved us countless headaches. Cade's team handles everything from tax filings to direct deposits. It's like having a CFO without the full-time cost."
David Chen
CEO, Pacific Northwest Contractors
"Cade helped us clean up three years of messy QuickBooks data in just two weeks. His strategic financial consulting has been invaluable for planning our expansion. Highly recommend!"
Jennifer Adams
Founder, Adams Consulting Group
Getting Started
How it works
Getting started is simple. We handle the complexity so you can focus on your business.
Discovery Call
We'll discuss your current financial situation, pain points, and goals to determine the best fit.
30 minutes • Free • No obligation
Onboarding
We'll set up secure access to your systems, review your books, and establish processes.
Typically 1-2 weeks
Ongoing Support
Monthly financial reports, regular check-ins, and ongoing support to keep your finances strategic.
Continuous partnership
Interested in partnering with Momentum Business Solutions?
Let's schedule a discovery call to explore which package is right for your business.