The Initial Consultation Package is for all new clients, so we can determine the scope of services desired.
It is crucial to have a solid financial foundation when it comes to growing your business. This meeting is vital to understanding the process, expectations and level of involvement to complete the work needed.
Based on your specific financial needs, values, and goals we will determine our course of action.
•Review Procedures Prices start from $195
Financial Controller Package
The Financial Controller Package is for entrepreneurs and small business owners who want to build a sustainable business with numbers they can count on.
Susan looks beneath the surface and beyond the obvious, applying intuition, critical analysis and a perceptive understanding of human behavior to obtain a true picture of key events, transactions and business dealings.
An internal examination of QuickBooks that discovers discrepancies affecting your accounts.
•Customize QB Lists
•Suggest New Systems
Prices start from $285
Account Monitoring Package
The Account Monitoring Package is for clients who want insight into their financial success and goals.
Susan oversees your financials and provides you with reports that track your progress.
A watchful eye to look over your books and review company reports, either monthly or quarterly.
•Revenue + Budget Planning
•Refine QB Lists
•Examine Systems Prices start from $250
Add On Services
A variety of Add On Services may be necessary when growing or updating aspects of your business.At times you may need temporary support because of a leave of absence, special project, agency audit, or to organize all that paperwork. Sum Moxie understands and can help.