Traditional bookkeeping has you focused on reconciliations and paying taxes.
Mindful bookkeeping keeps you focused on profitability and maximizing cash flow.
Visualize this for a moment...
You regularly pay yourself an actual, proper, LIVABLE wage.
You ALWAYS have money to pay bills and make payroll.
You have ZERO loans, credit cards, or any form of debt.
The cash flow in your business is STRONG and continues to increase.
You NEVER WORRY about taxes because you planned ahead.
You sleep like a baby every night knowing your business is predictably PROFITABLE.
You and your family live a life others dream of because your business PROVIDES for it.
This vision can ABSOLUTELY be your reality
/ˈmīn(d)fəl/
adjective
Definition: conscious or aware of something
Good financial decisions are made from a place of awareness, clarity, and transparency.
This is known as mindfulness.
And a big part of mindfulness is communication.
Communication helps us stay connected to your business by understanding your needs and wants.
In fact, we promote communication by sending regular updates and hopping on a call with you at least once a month to talk about your business performance and say hello.
Communication is what makes us different from the rest.
Bookkeeping Advisory Service includes:
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Monitoring and organizing of financial transactions into the correct balance sheet and P&L accounts
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Reconciliation of all bank, credit card, loan, payroll, and other accounts.
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Monthly catch up call - Review of financial activity and business performance
AND
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Month-end financial reports
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Year-end preparation for your tax accountant
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Cash flow and profit plan
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Financial Chi - 90 Day Financial Coaching Program (optional)
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Budget preparation and monitoring (optional)
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Online bill pay (optional)
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Unlimited support
From $900 per month
Step 1:
The Discovery Session
The Mindful Bookkeeper understands that no two businesses are alike.
This is THE most important part of the process because this is where we begin the process of getting to know you in order to best serve you. This part of the process is the foundation.
During the session, we listen and we listen without judgment. By giving you the freedom to share, we can create customized money solutions that help you achieve your goals.
Step 2:
Mindful Planning - Crafting A Plan With YOUR Needs In Mind.
At this stage, we continue building the foundation that supports your current financial needs.
You give provide access to your accounting software, and we review. The review gives us the opportunity to continue getting to know you, your expectations, and the results you desire on a financial level.
A plan is created based on the review. It supports your goals, which includes fostering an environment that manifests profit, eliminates debt, increases revenue, and, in general, ends the struggle with money.
It provides detailed solutions on where and how to prioritize efforts as well as a plan to move your business in the direction that supports you and your business goals.
Cost: $200
*This fee is a deposit and is partially refundable. If we decide to work together, the fee will be applied towards the first month of service. If you decide to not move forward, 50% will be refunded.
Step 3:
Follow the Mindful Road - This part of the journey is about you! Here we walk our talk.
From Step 2 we present the plan based on the review of your financial activity. We suggest the suggest specific features of the advisory service that best suit your needs as well as the needs of your business.
As a recap, services include:
-
Monitoring and organizing of financial transactions into the correct balance sheet and P&L accounts
-
Reconciliation of all bank, credit card, loan, payroll, and other accounts.
-
Monthly catch up call - Review of financial activity and business performance
-
-
AND
-
Month-end financial reports
-
Year-end preparation for your tax accountant
-
Cash flow and profit plan
-
Mindful Money Mentoring (optional)
-
Budget preparation and monitoring (optional)
-
Online bill pay (optional)
-
Unlimited support
*Fee from Step 2 applied towards any Monthly Advisory Package
Need more details? Send us an email OR follow on Facebook for regular updates.
Email: chioma@themindfulbookkeeper.com