Services

Are you looking to streamline your business finances, gain better financial insights, or ensure compliance with accounting best practices? My bookkeeping consultation service are designed to provide expert guidance tailored to your business needs.

What to Expect:

• I will discuss your current bookkeeping setup, challenges, and goals.

• I’ll review your financial processes and recommend the best solutions for your needs.

• If applicable, I can provide insights on QuickBooks Online and how it can work for your business.

Who This Is For:

✔ Small business owners needing bookkeeping guidance.
✔ Entrepreneurs looking to transition to QuickBooks Online.
✔ Business owners struggling with disorganized finances.
✔ Anyone preparing for tax season or an audit.

How It Works:

📌 Step 1: Schedule a consultation.
📌 Step 2: Discuss your business needs and review your books.
📌 Step 3: Receive expert recommendations and next steps.

Let’s Get Started!

Book your consultation today and take control of your business finances.

Need a quick answer to a bookkeeping or financial question? No need to book a full consultation - just shoot me an email, and I’ll get back to you with expert advice.

Perfect for:

• Quick troubleshooting in QuickBooks

• Clarification on financial reports

• Guidance on best bookkeeping practices

• How to connect your Bank account.

• Any other small but important questions!

No question is too small—email Mina Solutions LLC today!

Add-On Services (Available with any package).

Custom add-ons allow you to build the perfect bookkeeping solution for your business.

• Extra Monthly Transactions – Categorization of up to 100 additional transactions.

• Additional Bank / Credit Card Reconciliation – Includes one extra account.

• Custom Chart of Accounts Setup – Tailored to your business needs.

• Catch-Up Bookkeeping – Reconciliation for past months that need attention.

• Historical Bookkeeping Cleanup – Covers the past 12 months for accurate financial records.

• Customized Financial Reports & Analysis – One detailed report based on your requirements.

• Bill Pay Management (Accounts Payable) – Handling up to 15 bills per month.

• Invoicing & Collections Tracking (Accounts Receivable) – Managing up to 15 invoices per month.

Basic Package (For Freelancers & Solopreneurs)

Perfect for freelancers and solopreneurs who need essential bookkeeping support without the hassle.

What’s included:

• Discovery call to review your current bookkeeping setup, challenges, and goals

• Monthly categorization of up to 150 transactions

• Bank & credit card reconciliations (up to 2 accounts)

• Review of your financial processes with tailored recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Dedicated E-Mail support

Stay organized and gain clarity over your finances with this streamlined and supportive bookkeeping service.

Standard Package (For Growing Small Businesses)

Ideal for small businesses experiencing growth, this package provides comprehensive bookkeeping support and financial guidance to help you stay organized and scale confidently.

What’s included:

• Discovery call to discuss your current bookkeeping setup, challenges, and goals

• Chart of Accounts cleanup (if needed)

• Monthly categorization of up to 250 transactions

• Bank & credit card reconciliations (up to 4 accounts)

• Review of your financial processes with personalized recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Accounts payable and receivable management

• Quarterly Tax Preparation Assistance

• Dedicated E-Mail support

Stay compliant, improve cash flow visibility, and focus on growing your business with reliable, detailed financial support.

Premium Package (For Established Businesses)

This package is tailored for established businesses that need full-service, high-touch bookkeeping support and financial oversight.

What’s included:

• Discovery call to discuss your current bookkeeping setup, challenges, and goals

• Monthly categorization of up to 300 transactions

• Bank & credit card reconciliations (up to 4 accounts)

• Sales Tax Review (if needed)

• Payroll sync & review with QuickBooks Online (if needed)

• Chart of Accounts cleanup (if needed)

• In-depth review of your financial processes with strategic recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Accounts payable and receivable management

• Quarterly Tax Preparation Assistance

• Dedicated E-Mail support

Get complete peace of mind with proactive, personalized bookkeeping that supports your business as it grows and evolves.