M. Jordan Financial
Essentials
For smaller businesses that need clean books and dependable monthly support.
Includes: full categorization, reconciliations, month-end reports, and priority email support.
Solutions
Growth
For businesses with payroll, contractor activity, and a greater need for reporting and oversight.
Includes: everything in Essentials plus payroll processing/review, contractor tracking, and monthly financial commentary with actionable insights.
Premium
For more complex businesses that want closer attention and priority handling.
Includes: everything in Growth plus scoped cleanup support, deeper reporting, and priority turnaround.
What’s Included
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Monthly bookkeeping in QuickBooks Online
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Accurate categorization and account reconciliations
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Month-end close and clear financial reporting
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Intuit payroll processing and support
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Contractor tracking and reporting, where relevant
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Email-based communication and secure document collection
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Every engagement is scoped clearly so you always know what to expect.
What’s Not Included
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Tax filing or tax strategy (we refer to trusted CPA partners)
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CFO or long-term advisory work (available as a separate offering)
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Software outside QuickBooks Online and Intuit payroll
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Cleanup work outside the agreed scope
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Frequent live meetings or real-time support
Our solutions are intentionally focused so they can be delivered consistently and well.
A Fit Check determines the right fit and precise pricing based on your business needs.
How It Works
1. Apply for a Fit Check
Complete a short application describing your business, software, transaction volume, and current pain points. We accept a limited number of new clients each month to maintain service quality.
2. Onboarding and Document Collection
Once approved, you’ll receive a contract, welcome email, and onboarding questionnaire. You’ll provide secure access to your QuickBooks and Intuit payroll accounts and gather any historical data.
3. Monthly Close Process
Each month follows a predictable rhythm: documents are submitted by a set date, reconciliation and reporting are completed, and you receive your close package with a brief written summary.
This structure is designed to be reliable and respectful of your time.
Pricing reflects transaction volume, complexity, and the level of attention required. All engagements require a minimum 3-month commitment.