Bookkeeping projects
Bookkeeping projects with a written scope
Overview
Some jobs are bigger than a monthly retainer. Each project below has a defined result, a written scope and a price agreed before we start.
Gold tier in Intuit's ProAdvisor program. See my Intuit listing
Books health report
For owners who suspect something is off, or who want a second set of eyes before a lender, a buyer or tax time.
From $129
What is included →SOFTWARE MIGRATIONAccounting software migration
For businesses leaving QuickBooks Desktop, spreadsheets or an older program.
From $800
What is included →SELLER SYSTEMS SETUPBookkeeping setup for online sellers
For sellers on Etsy, Shopify, Amazon or similar marketplaces.
From $800
What is included →LENDER-READY PACKAGELender-ready financial package
For owners applying for a loan, line of credit or equipment financing.
From $1,200
What is included →BUDGET AND FORECASTBudget and 12-month forecast build
For owners planning a year, a hire, a price change or a big purchase.
From $1,200
What is included →SALE-READY BOOKSSale-ready books
For owners planning to sell, take on a partner or raise money.
From $4,000
What is included →BOOKS LAUNCHBooks launch: setup and training
For new businesses and owners moving to proper accounting software.
From $600
What is included →CONTRACTOR AND RESTAURANT SETUPContractor and restaurant books setup
For contractors who need job costing and restaurants that need daily sales and cost control.
From $600
What is included →AUDIT SUPPORT AND PBC PREPAudit support and PBC list preparation
For businesses facing a financial statement audit, review or due diligence request.
From $500
What is included → CATCH-UPCatch-up and cleanup
For books that are behind or need fixing.
What is included → REPORTINGReporting and dashboards
A view of your numbers built for how you decide.
What is included → WEBSITESWebsites for notaries
A site, booking form and Google profile for signing agents.
What is included → WEBSITESWebsites for bookkeepers
A site and service pages that bring in inbound clients.
What is included → DO IT YOURSELFToolkit membership
Prefer to do the work yourself? The Excel toolkits, monthly or yearly.
See membership → ONGOINGMonthly service levels
Bookkeeping, review and CFO-style support.
What is included →How every project works
- We agree the result, the scope and the price in writing before any work starts.
- Your books and logins stay with you.
- You review every deliverable before it goes anywhere.
- We tell you plainly if a project is not the right fit.
MCC Solutions is not a CPA firm or a law firm. These projects organize and present your own numbers. They are not audits, reviews, tax returns, valuation opinions, or credit, tax or legal advice, and we cannot promise that a lender, buyer or investor will accept them. Rules and requirements change, so confirm anything that matters with the party involved and your CPA.
Do it yourself
Business Planning Bundle
Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.
See what's inside ($79)14-day full refund