Services
Find the level of support that fits your journey
No two businesses follow the exact same trail. Some are just finding their footing. Others are climbing toward ambitious growth goals. Wherever you are on the journey, MVS offers a level of bookkeeping support designed to help you move forward with greater clarity and confidence.
Each package builds on the last, so you can choose the path that fits where your business is today, with the flexibility to adjust as your needs evolve.
Not sure which path is right for you? Your complimentary Financial Health Assessment is designed to help us find the best fit together.
PREMIUM
Reach New Heights
For business owners who want a proactive financial partner, not just a bookkeeper.
When you're navigating growth, the view gets better, but the terrain becomes more complex. Premium provides strategic guidance, priority support, and ongoing financial insight so you can make confident decisions every step of the way.
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Monthly bank, credit card, and loan transaction allocation and categorization
Monthly bank, credit card, and loan account reconciliations
Payroll entry management through manual entry or payroll import
Posting of adjusting entries provided by your tax preparer
Monthly profit & loss review for accuracy, consistency, and trends
Monthly balance sheet review for accuracy, including verification of accounts beyond bank and credit card balances
Processing completed by the 15th, provided all required information is received on time
Detailed monthly financial summary with strategic insights
Comparative profit & loss and Balance Sheet reports
Monthly management reporting with key metrics
Annual business review meeting
Monthly business review meetings
Monthly PATH strategy and planning calls
Liaison with your tax preparer
Custom financial reports
Priority email support within two business days
Secure client portal
Automated QuickBooks Online backup
Best for:
Established businesses ready for strategic financial partnership and proactive planning.
STANDARD
Stay the Course
Reliable monthly bookkeeping with the financial visibility growing businesses need.
You’ve built momentum. Now you need dependable books, regular reporting, and enough insight to keep moving forward with confidence. Standard provides consistent monthly support and scheduled check-ins, while keeping the deeper strategy, customized reporting, and more proactive guidance within the Premium tier.
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Monthly bank, credit card, and loan transaction allocation and categorization
Monthly bank, credit card, and loan account reconciliations
Payroll entry management through manual entry or payroll import
Posting of adjusting entries provided by your tax preparer
Monthly profit & loss review for accuracy and consistency
Monthly balance sheet review for accuracy, including verification of accounts beyond bank and credit card balances
Processing completed by the 25th, provided all required information is received on time
Limited monthly financial summary highlighting key activity and trends
Basic profit & loss and balance sheet reports
Quarterly management reporting
Annual business review meeting
Quarterly business review meetings
Liaison with your tax preparer
Email support within three business days
Secure client portal
Automated QuickBooks Online backup available as an add-on
Best for:
Growing businesses that want consistent bookkeeping and regular financial visibility but do not need the customized reporting, monthly strategy, or higher-touch support included with Premium.
ESSENTIAL
Build a Strong Foundation
Start with the essentials and gain confidence with every step.
A strong trail begins with solid footing. Essential gives you dependable monthly bookkeeping and clean financial records, creating the foundation you need before taking the next step.
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Monthly bank, credit card, and loan transaction allocation and categorization
Monthly bank, credit card, and loan account reconciliations
Payroll entry management through manual entry or payroll import
Posting of adjusting entries provided by your tax preparer
Monthly profit & loss review for accuracy and consistency
Quarterly balance sheet review for accuracy, including verification of accounts beyond bank and credit card balances
Processing completed by the end of the month, provided all required information is received on time
Basic monthly financial summary
Annual management report with key metrics
Annual business review video of less than 10 minutes
Email support within five business days
Secure client portal
Automated QuickBooks Online backup available as an add-on
Starting at $400/month
Best for:
Businesses ready to move beyond DIY bookkeeping and establish consistent financial systems.
QUARTERLY
Stay on the Trail
Professional oversight without monthly bookkeeping.
Not every business needs monthly support. Quarterly bookkeeping provides regular check-ins and financial maintenance for qualifying businesses with lower transaction volume.
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Quarterly bank, credit card, and loan transaction allocation and categorization
Quarterly bank, credit card, and loan account reconciliations
Payroll entry management through manual entry or payroll import
Posting of adjusting entries provided by your tax preparer
Quarterly profit & loss review for accuracy and consistency
Quarterly balance sheet review for accuracy, including verification of accounts beyond bank and credit card balances
Processing completed by the end of the second month following quarter close, provided all required information is received on time
Basic quarterly financial summary
Annual business review video of less than 10 minutes
Email support within seven business days
Secure client portal
Typical processing months: May, August, November, and February
Starting at $600/quarter
Available to businesses with annual revenue under $400,000 and fewer than 50 monthly transactions. Ideal for solopreneurs and other low-transaction-volume businesses.
REVIEW ONLY
A Trusted Trail Guide
Already managing your own bookkeeping but want peace of mind?
Our Review Only service provides an experienced set of eyes to review your financial statements, identify potential issues, and help ensure you're staying on the right path.
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Quarterly profit & loss review for accuracy and consistency
Quarterly balance sheet review for accuracy
Written quarterly review summary with observations and recommendations
Review completed by the end of the second month following quarter close, provided all required information is received on time
Secure client portal
Email support for questions between quarterly reviews (response within 7 business days)
One-time bookkeeping updates, including purchased assets and tax preparer adjustments, available at our hourly rate
Typical review months: May, August, November, and February
$345/quarter, prorated and billed monthly
Best for:
Business owners who handle their own bookkeeping but want professional oversight.
CUSTOMIZE YOUR JOURNEY
Every trail looks a little different.
Many clients choose to enhance their bookkeeping package with additional services tailored to their business.
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Payroll management
Sales tax filing
Project and job costing
Invoicing
Bill pay
1099 preparation and filing
Workers' Comp & General Liability audit preparation
QuickBooks setup
QuickBooks training
Automated QuickBooks backups
Need additional strategy meetings, custom reports, budgeting support, or collaboration with your CPA? We'll build a solution that fits your business.
Let's Find the Right Fit.
Every business is different, and so is the support it needs. Together, we'll determine the bookkeeping solution that makes the most sense for your goals, your budget, and where you want your business to go next.
Book your complimentary Financial Health Assessment to get started.
