Monthly Service Packages
Services designed to give you clear, accurate financial records and the confidence to make smart business decisions.
Essentials Package
Estimated 2-3 hours/month of your time
Always know where your money stands.
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
Estimated 4-6 hours/month of your time
A financial co-pilot for your next stage of growth.
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
Gain clarity on your finances and make confident decisions with expert guidance.
Ready for complete 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 cleanup and setup
- 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.
Getting Started
How it works
Getting started is simple. Three steps and you're set.
- 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.
Ready to get started?
Let's schedule a discovery call to explore which package is right for your business.
Schedule a Free Call