Let's Talk
Get Started With A Free Consultation
GET RID OF YOUR FINANCIAL HEADACHES.
LEAVE YOUR BOOKS TO US.
INTERESTED IN GETTING STARTED?
At MBS, we believe in partnership and the power of using your financials to help you create the business of your dreams. We want to know your why, and how to best build your business to support your mission and goals. We want to guide business owners who want hands-on assistance to vision and map their business starting with the foundational numbers to determine the next steps.
Discovery Calls are intended for serious inquiries only, and so we want to be transparent with our pricing in order to ensure that this is the best fit for you and move forward to the next step in working together.
INVESTING IN OUR SERVICES:
- Clean-up/Catch-up Services – starting at $3,000
- Bookkeeping/Accounting Services – starting at $500/month
- Corporate Tax Services – starting at $950
- Individual Tax Services – starting at $350
- Non-Profit Tax Services – starting at $950
- Sales Tax Services – starting at $250/state/filing
- QBO Training – $150/hour
If you are prepared to make a commitment to that investment, please proceed. We can’t wait to get started!
What to Expect
Here are the next steps
01
Inquiry Form
complete our inquiry form
The inquiry form helps us to make sure that our services align with your needs. We want to ensure the most beneficial working relationship for both parties. It’s crucial in any working relationship to have a good fit so we both win! You will receive an email with a link to schedule your discovery call.
02
Discovery Call
WHAT HAPPENS ON THE CALL?
Our discovery call generally lasts about 30 minutes. We'll go over your business, your pain points, and your needs! We do this so that we can send you a perfectly curated proposal to move forward and work together to resolve those pain points.
03
The Proposal
YOUR CUSTOMIZED PROPOSAL
If we both decide we’d like to move forward with a proposal, we’ll need view-only access to your current cloud accounting software as well as some other documents. Once we see where your books are at currently, we’ll send over a proposal outlining the services we will provide and your unique quote.
04
Engagement Letter
REVIEW THE TERMS!
Review and sign our engagement letter. The engagement letter outlines the services will be provided and details of our respective responsibilities.
05
Payment
MAKE YOUR FIRST PAYMENT
Before we begin you will either need to make a 50% deposit or pay the full fee. This will depend on the services you attain.
06
Onboarding
WELCOME TO MBS!
We will request several documents related to your business, and access to all your banking/credit card accounts. We will set-up/reorganize your QBO file, and onboard you to our client portal system, which we will use to securely share any sensitive documents.
WE SUCCEED WHEN YOU SUCCEED.
Let's get started
testimonials
what our clients say
Owner - Re/Max Dreams
As a 501c3 we had a treasurer but we needed someone who had the time to work on our end of the year taxes and to reconcile our monthly statements. By using MJO services we are now able to be completely compliant with all of the financial documents that need to filled our on behalf of our non-profit. Our favorite part of this service is not having to spend ours on those 990's.
Founder - Women's Diversity Network
Prior to working with Maritza, I felt very uncertain about payroll, expenses, business taxes, etc. Since working with Maritza, I have been relieved knowing that she has the accounting part my business in order. This allows me to focus on growing my business.
Owner - Motto Mortgage
faqs
frequently asked questions
QuickBooks Online and Xero
To anyone who is in need of Bookkeeping Services, this company is the one for you. You have a very smart entrepreneur at the helm, who excels in accounting and gets the job done efficiently and most important she is honest. I highly recommend MJO Bookkeeping Services, LLC to you!