Let’s make making a profit less intimidating.
You weren’t born knowing how to make a profit in your business. Neither were we. So we figured it out, then made it easy.
Handling your business finances is easier than you think.
Worried because you’re “not good with money?” Breathe easy.
Sure, there’s a learning curve to managing your cash flow and bookkeeping, but we’re here to guide you through it.
It’s just a new language—and you can understand it with a little help.
We know you’re making the world a better and more beautiful place. You love what you do, and you want to spend your time doing it, not worrying about bookkeeping.
And it’s an honor to help you do that by supporting the financial side of your business.
Ready to see what’s possible? Learn More.
How it Works
—1—
Deep Dive
We discuss your unique business, where you stand and what you need.
—2—
Guidance
We’ll help you figure out the tools you need to be profitable and sustainable.
—3—
Action
Together, we take action to make your business more profitable.
Your path depends on the outcome of our conversation. It might involve:
- Giving you the skill set to build and maintain your own books
- Teaching you how to increase your profitability and sustainability
- Making your financial reports understandable and profit a permanent habit
- Maintaining your books for you so you always know exactly where you stand
Moxie Services
Breathe Easy Bookkeeping
Don’t have time or just don’t understand?
- Do you need a bookkeeper—because your accountant told you so? Cool.
- Do you need someone who’s got expertise in Xero or QuickBooks? Rock on. Let’s do it.
- Do you want to make your accountant super happy? Perfect. Accountants love us.
There are several ways to work with us:
Bronze
Our Essential package
- Profit First self-led education program
- 101–200 transactions / mo
- Dedicated Account Manager
- Accrual Based Reporting
- Monthly Categorization
- Monthly Review call
(30 min)
Silver Advisory
Everything in Bronze, plus:
- Profit First implementation and quarterly consulting
- 201–300 transactions / mo
- Payroll Import
- Client/Class Reporting
- Quarterly Consultation with Senior Bookkeeper
- Monthly Review call
(60 minutes)
Gold Advisory
Everything in Silver plus:
- Profit First implementation, support, and monthly consulting
- 301–500 transactions / mo
- Weekly Categorization
- Monthly Journal Entries
- Restricted Income Tracking
- On-Demand Reporting
(within 3 biz days) - Weekly Review Call
(30 min)
*software costs additional
Additional Services
Contact Us for Pricing
- Bookkeeping Software Set Up and Training - starting at $1997
- Training in Quickbooks - starting at $197 per hour
- Catch Up Bookkeeping - starting at $197 per hour
- Bookkeeping Software Audit - starting at $595
- 1099 Preparation
- Bill payments
How to Get Started
Want to see if we’re a good fit? Schedule a free, 30 minute initial phone call. We’ll ask about your current business and structure, tell you how we work and answer any of your burning questions.
Profit First Cash Management
Looking for expert guidance in implementing Profit First?
- Are you ready to finally know how to price your services and what to pay yourself? We can help!
- Longing to have money set aside for tax time and plenty leftover after paying your bill too? You’re in the right place.
- Ready to blow your own mind by being profitable even as you grow rapidly? Smart cookie! Let’s talk.
The Secret Sauce
All the ways we help you be more powerful and your business more profitable are based on Profit First, a cash management system created by entrepreneur Mike Michalowicz.
Profit First is mind-blowingly simple, yet effective.
As we’ve taught clients to use the Profit First method, those who’ve used it have been significantly more profitable than those who didn’t. Whether we’re keeping your books or you’re DIYing it, Profit First keeps you confident in your direction.
Sure, you could read the Profit First book (and we encourage it), but our services add so much more, from answering the tough questions (“How do I handle my cost of goods sold in my operating expenses?”) to explaining every detail you need in terms you can understand.
Also, we’re way more fun.
Ask us anything.
What is Profit First? Profit First is a cash management system. That means that when money comes into your business, it’s not a mystery what you should be doing with it. Remember that old saying “Everything has a place, and everything in its place?” This is the money version—and it works.
The Moxie process uses the Profit First cash management system to get you at a glance clarity into your financial position and give you a plan to follow to increase your take-home money.
What if I already have a bookkeeper? Send your bookkeeper to us to learn the Profit First method. You can also come to us for Profit First consulting separately from our bookkeeping services.
What if my situation is complicated? We’ll review your books, supervise your staff and/or train them on software as needed or fill in other gaps. Let us help make it simpler.
Do you offer weekly or monthly bookkeeping services? We sure do.