Assessment includes: Quickbooks, Financial Reports, Financial Policies & Procedures
1) Initial Meeting via Zoom
2) Quickbooks Online Efficiency Assessment
3) Chart of Accounts review
4) Monthly Financial Report Packet Assessment
5) Financial Policies & Procedures Assessment
6) Final Assessment Report
7) Meeting to review Report (face-to-face, if local to New England, or Zoom)

The Financial Assessment and Financial Report sample packet does not include budget templates/files – that resource is provided to clients who engage in services for annual budget management services.

INVESTMENT: $1,200

$600 deposit due prior to services beginning
$600 due once the Assessment is complete

To sign up for a no cost 15 minute exploratory call, email Maureen.