Services • Momentum Financial Solutions
Bookkeeping & Accounting for Phoenix Small Businesses
You don’t have to figure it all out on your own. From organized books to a clearer view of your business, we’ll help you move forward with confidence and build momentum toward your goals. Serving small businesses across Phoenix and the West Valley, with remote support available.
Build a stronger foundation
Support Built Around Your Business.
Whether you’re getting started, catching up, or ready to understand your numbers more deeply, we’ll work together to find the right support for where you are today.
Bookkeeping & Accounting
Spend less time sorting through transactions and more time building your business. Keep your books organized, your reports clear, and your next steps in focus.
- Transaction categorization and ongoing bookkeeping
- Bank and credit card reconciliations
- QuickBooks catch-up bookkeeping and cleanup
- Accounting audits and record reviews for errors in transactions, balances, reconciliations, and supporting records
- Financial statements and monthly reporting
- Accounts receivable and payable tracking
A good fit if: you need dependable monthly support, have fallen behind, or want a clearer picture of your finances.
Financial Advisory
Turn your numbers into useful direction. We’ll help you understand what’s happening in your business and connect that insight to the goals you’re working toward.
- Cash flow planning and forecasting
- Budgets and expense reviews
- Business performance dashboards and scorecards
- Financial trends and key metric reviews
- Practical guidance for planning your next steps
A good fit if: you want to understand profitability, plan ahead, or make decisions with greater confidence.
Choose Your Level of Support.
Stay organized
Clarity
From $255 / month
For businesses that maintain their transaction entries and want regular reconciliation and reporting.
- Monthly bank and credit card reconciliations
- Monthly financial summary
- Quarterly financial reports
- Email support for bookkeeping questions
Transaction entry is maintained by the client. Catch-up and cleanup quoted separately.
Choose ClarityBuild consistency
Momentum
From $500 / month
For businesses ready to hand off monthly bookkeeping and see their numbers in a way that fits their business.
- Monthly transaction categorization
- Monthly bank and credit card reconciliations
- Monthly financial summary
- Quarterly financial reports
- Report views tailored to your business categories
- Email support for bookkeeping questions
Keep moving forward
Growth
From $800 / month
For businesses that need more frequent bookkeeping and custom reporting to understand what drives performance.
- Weekly transaction categorization
- Monthly bank and credit card reconciliations
- Monthly financial summary
- Quarterly financial reports
- Custom reports built around your business goals
- Business Health Scorecard with agreed key metrics
- Email support for bookkeeping questions
Connect numbers to goals
Partnership
From $1,200 / month
For owners who want a dashboard built for their business and a partner to help connect performance to their next steps.
- Weekly transaction categorization
- Monthly bank and credit card reconciliations
- Monthly financial reports and custom reports
- Custom dashboard creation for your business
- Monthly dashboard updates using agreed data sources
- Quarterly business and dashboard review meeting
- Priority handling of support requests
Monthly Pricing by Business Revenue.
Find your gross annual revenue range, then compare the level of support you need. Revenue is a starting point; transaction volume, account count, and complexity also affect the work required.
An investment in your business, and generally a tax-deductible business expense. Bookkeeping and accounting fees are generally deductible when they are ordinary, necessary, and directly related to operating your business. Your tax professional can confirm the treatment for your circumstances.
| Gross annual revenue | Clarity | Momentum | Growth | Partnership |
|---|---|---|---|---|
| Up to $500,000 | $255 / mo | $500 / mo | $800 / mo | $1,200 / mo |
| Over $500,000–$1 million | $390 / mo | $620 / mo | $800 / mo | $1,200 / mo |
| Over $1 million–$3 million | $590 / mo | $870 / mo | $970 / mo | $1,695 / mo |
| Over $3 million–$5 million | $850 / mo | $1,125 / mo | $1,250 / mo | $2,225 / mo |
| Over $5 million | Custom proposal after reviewing your needs | |||
Service agreement & pricing: Packages require a 12-month service agreement, billed monthly, to give us time to understand your business, build consistent processes, and develop a productive working relationship. Listed amounts are starting prices; your proposal confirms the monthly fee and included scope before work begins. A renewal discount will be offered when you renew your annual agreement, with the amount and terms confirmed in your renewal proposal.
Custom report counts, dashboard scope, data sources, update schedules, and any setup work will be defined in your proposal. Catch-up work, cleanup, additional entities, payroll, tax preparation, 1099 filings, and software subscriptions are excluded unless specifically included. Questions and support within the agreed scope are included; additional work and fee changes require agreement before work begins. Renewal and early-termination terms will be set out in the service agreement.
Know What to Expect.
A clear plan, a consistent process, and a partner who takes time to understand your business. Here’s how we’ll build a working relationship that supports your goals.
01 / Start with a conversation
We Listen First.
Begin with a complimentary consultation about your business, current systems, challenges, and goals. You don’t need to have every answer. We’ll help identify the next step together.
02 / Understand the starting point
Review Your Books and Systems.
We’ll review your accounting setup and the condition of your records to identify gaps, cleanup needs, and opportunities to make your processes more useful.
03 / Agree before we begin
A Written Plan and Clear Price.
Your proposal will explain the services, monthly fee, any one-time work, and delivery schedule. We’ll walk through the 12-month agreement so you know what’s included and what to expect.
04 / Get connected
Make Onboarding Practical.
We’ll guide you through sharing the records and granting the accounting-system access needed for the agreed work. Together, we’ll establish a simple process for receipts, questions, and missing information.
05 / Build consistency
Keep the Work Moving.
We’ll process transactions at the frequency included in your package and reconcile accounts monthly. Delivery dates depend on receiving complete records on time; we’ll keep you informed of anything holding up progress.
06 / Make the numbers useful
Reports Built Around Your Business.
You’ll receive the reports included in your package, with explanations that help you understand them. Higher packages add tailored views, custom reports, scorecards, and dashboards focused on the metrics that matter to your business.
07 / Stay in touch
Communication You Can Count On.
Your questions matter. We’ll agree on contact methods and response expectations, provide clear updates, and bring issues to your attention. Support for the agreed services is part of your package.
08 / Grow the relationship
Support That Evolves With You.
As we learn your business, we’ll identify improvements and revisit your needs together. Any scope or price changes will be discussed first. At annual renewal, we’ll review your goals and apply the agreed renewal discount.
Our commitment: deliver the work we agree to provide, communicate clearly, and work as part of your team to build momentum toward your goals.
Looking ahead
More Ways to Support You.
Tax preparation is coming soon. Notary services begin October 28, 2026; contact us to ask about availability.
Tax Preparation
Planned support for individual and business tax preparation, with clear communication and an organized approach to the filing process.
Ask about tax service availability →Notary Services
Arizona notary services for personal and business documents begin October 28, 2026. Contact us to discuss your document and appointment availability.
Ask about a notary appointment →Notary Public Services
Momentum Financial Solutions
Fee Schedule · Posted pursuant to R2-12-1102
| Notarial service | Fee |
|---|---|
| Acknowledgment or jurat | $10 per notary public signature |
| Copy certification | $10 per page certified |
| Oath or affirmation | $10 per notarial act |
Attention Customer: Fees charged by an Arizona Notary Public may vary from no charge up to $10.
An Arizona Notary Public May Charge the Following Fees:
Posted pursuant to A.R.S. § 38-412
Acknowledgment or jurat: up to $10 per notary public signature.
Copy certification: up to $10 per page certified.
Oath or affirmation: up to $10 per notarial act.
Travel mileage: $0.76 per mile. Mileage is based on actual travel using the most direct route. We confirm the mileage charge and notarial fees with you before departure and before performing any notarial act.
No other fees. No appointment, convenience, waiting, or after-hours surcharges. Notary appointments are separate from monthly bookkeeping packages.
Notary notice: I am not an attorney licensed to practice law in this state. I am not allowed to draft legal records, give advice on legal matters, including immigration, or charge a fee for those activities.
Request a notary appointment →Let’s Find the Right Fit.
Tell us about your business, your current books, and the goals you’re working toward. We’ll help you choose the right support and confirm your monthly price.
Not sure, help me chooseChoose a package to open the Contact form with that package selected. You can change your choice; sending an inquiry does not commit you to a service agreement.