How Can We Help

BOOKKEEPING

Reliable, full-charge bookkeeping that improves your financial systems so profoundly you can’t imagine going back to your old ways.

CONSULTING

Whether evaluating structure, updating systems, hiring and training new staff or analyzing results, Moxie has the skills and tools to help.

MENTORING

Running a small business or a non-profit can be intense. Work with Moxie to decrease stress, increase efficiency and make work more enjoyable.

Bookkeeping

Onboarding

  • Speak to a senior level bookkeeper to evaluate your books and business processes. Together, we create a scope of work and a list of who is responsible for various tasks to make sure nothing slips through the cracks
  • Our team will synthesize your information into a profile of your organization’s needs and processes and make recommendations for improvement

$90/hour

Let’s Get Started

Discovery Package

  • All new clients must begin with the Discovery so that we can have a clear scope of work.
  • Meet with a manager for approximately 2 hours to assess your current books, your on-going needs, and to create a task list with who is responsible for each task moving forward.
  • A Discovery document is prepared that synthesizes the information into a profile of your organization: what systems you need and what tasks will get us there. The next step will either be Bookkeeping (if your books are clean and systems are ready to go) or Advanced Bookkeeping (which designs and implements the systems you need and gets your data up to date).

$295 flat rate

Get Started

Your Bookkeeper

  • You will be assigned a bookkeeper from our staff who is supported by a supervisor to be your primary point of contact
  • The intention is that you keep the same bookkeeper throughout our work together, but we are happy to make substitutions as needed to ensure well-matched personalities and skill levels

$90/hour subject to $100/month minimum

Let’s Get Started

Full-Charge
Bookkeeping

  • You are assigned a bookkeeper from our staff who is supported by a supervisor.
  • The intention is that you keep the same bookkeeper, but we are happy to make substitutions as needed to ensure well-matched personalities and skill levels.
  • Moxie maintains administrative systems so a substitute can do the work if necessary (in cases of sickness or unusual urgency).

$85/hour for full-charge bookkeeping
Off-site work subject to $195/month minimum

Get Started

R4: Regularly Reconcile, Review, and Report

If you do your own data entry but want a second set of expert eyes to check your books monthly for potential errors, we can check balances and produce reports. 

  • Reconciling to bank and credit card statements
  • Reviewing reports to flush out coding errors
  • Answering your questions
  • Reviewing the results with you to make sure it all makes sense

$295/month 

Let’s Get Started

A la Carte Bookkeeping

Some of our favorite clients don’t need bookkeeping monthly and call us every other month, quarterly, or as needed to get them up to date. We strive for the same high level of excellence as we do with our Regular Clients, but require that these clients acknowledge the following caveats:

  • Catch up bookkeeping will be done on cash basis and does not include forensic clean-up
  • Moxie cannot guarantee bookkeeper availability within 30 days
  • Moxie has limited ability to estimate the scope, timeline, and cost of catch up work
  • Moxie does not take responsibility for data backups or the maintenance of documents
  • Client must take responsibility for reviewing reports for clarity and accuracy
  • Client must have their own financial advisory team (or be sufficiently financially literate themselves) and not rely on Moxie to manage regulatory compliance
  • Moxie cannot resolve outstanding questions if the client does not obtain the answer themselves

Rate: $100 / hour

Get Started

As Needed Bookkeeping

Some of our favorite clients don’t need regular bookkeeping and only call us a few times a year. We strive for the same high level of excellence as we do with our monthly clients, but with the following caveats:

  • Our response time may be slower 
  • Catch-up work will be done on a cash basis
  • You must review the reports for clarity and accuracy
  • You must have your own financial advisory team (or be sufficiently financially literate yourself) for regulatory compliance
  • We cannot resolve outstanding questions if you don’t provide answers

$150/hour 

Let’s Get Started

Advanced Bookkeeping

Following Discovery, a Moxie manager will implement our plan for your financial systems. Includes:

  • Set-up new books
  • Clean-up old or deficient books and systems
  • Convert to a new accounting software platform as needed
  • Training

Base Rate: $150 / hour

Get Started

R4: Reconcile, Report & Review on the Regular

Ideal for clients with their own staff available to create and code transactions, but who want a second set of expert eyes to check books monthly to ensure balances are correct, and review basic reports for potential errors. Moxie will confirm that the books are ready to produce excellent reporting by:

  • Reconciling to bank and credit card statements
  • Scouring reports to flush out coding errors
  • Reviewing your questions
  • As needed refinement of Chart of Accounts and classification categories
  • If concerns or errors are found, a call will be scheduled with you to go over the books and make a plan for correction.

$295 flat rate off-site

Get Started

Consulting

Strategic Consulting

We assess your situation to suggest improvements, automation, and software to make your life easier and be prepared for the future.

Our consulting services include:

  • Budget development and tracking
  • Cash flow projections
  • Presentation development for Boards and Investors
  • Financial benchmarking
  • Calculating and understanding financial ratios
  • Setting business goals
  • Strategic and succession planning

$250/hour

Let’s Get Started

Strategic Consulting & CFO-level Service

If your business or organization doesn’t have a trusted advisor acting as a CFO, Moxie can help. We’ll teach you how to review your books for errors, when to ask for help, how to most efficiently use your software and get reports that make sense. We can assess your situation to suggest improvements, automation, and software to make your life easier.

Our consulting services include:

  • Budget development
  • Budget tracking
  • Cash flow projections
  • Presentation development for Boards and Investors
  • Financial benchmarking
  • Calculating and understanding financial ratios
  • Setting business goals
  • Strategic and succession planning
  • Achieving work/life balance
  • Creating and implementing sales systems
  • Delivering consistently excellent customer service
  • Creating and evaluating marketing plans
  • Database development
  • Human Resources (recruitment & hiring systems, onboarding, etc.)

$150/hour; $100/hour for our Regular Clients

Get Started

Virtual CFO Services

Explore analysis of gross margin, pricing, overhead, burn rate, cost allocations, billing rates and more. Deepen your understanding not just of your business, but of small business in general, and get industry-specific reports to see how you compare to your industry peers.

$495/month and up

Let’s Get Started

Profit First Consulting

If you want assistance implementing Profit First or a partner to hold you accountable for making allocations, we can help. 

$1,500 Initial Assesment

Monthly prices depend on the needs of your business

Let’s Get Started

Virtual CFO Services

Explore analysis of gross margin, pricing, overhead, burn rate, cost allocations, billing rates and more. Deepen your understanding not just of your business, but of small business in general, and get industry specific reports to see how you compare to your industry peers.

$495/month

Get Started

Mentoring & Job Placement

Mentoring

Running an organization can be challenging. You’ve put your heart, soul, and savings into your work – and you end up working long hours, taking on all the risk, and burning out. Working with an experienced coach can change this.

Ean certified as a business coach in 2012. She provides executive directors, business owners, consultants, and freelancers with the tools and support to make effective decisions and get things working like clockwork.

After an intensive initial assessment, clients meet with Ean on the phone or via video conference.

Cost is sliding scale depending on the needs and capacity of your business.

Let’s Get Started

Coaching

Running a small business can be challenging. You’ve put your heart, soul, and savings into your work – and you can end up working long hours, taking on all the risk, and losing motivation. Working with an experienced coach can change this.

Ean Murphy is Moxie’s certified business coach. Since 2012, she’s provided small business owners, consultants, and freelancers with the tools and support to make effective decisions. Ean helps streamline systems and identify ways to make your work more efficient, profitable, and even fun again.

After an intensive initial assessment, clients meet with Ean three times per month on the phone or via Skype.

Cost is sliding scale depending on the needs and capacity of your business.

Let’s Get Started

Job Placement

Moxie can help you find the right employee. We offer an array of services that you can customize to meet your needs, including:

  • Craft a great job posting based on your specific needs
  • Post the position anonymously on your behalf, utilizing job boards connected to your field
  • Sort and review submissions
  • Forward to promising candidates
  • Pre-qualifying potential candidates (e.g. calling references)
  • Conduct electronic-based assessments (skills and/or personality)
  • Assist with interviews – either as a guest or initial interviewer
  • Assist with onboarding and training your new hire
  • Provide ongoing support to new staff and/or client point person

Flat rate: 20% of offered salary – covers posting and assessment fees, approx. 3-5 postings per position. Payable in installments. 6-month guarantee: If your new hire doesn’t work out during, or at end of first 6 months, we start over without additional fees.

Let’s Get Started

Job Placement

Moxie can help you find the right employee. We offer an array of services that you can customize to meet your needs, including:

  • Craft a great job posting based on your specific needs
  • Post the position anonymously on your behalf, utilizing job boards connected to your field
  • Sort and review submissions
  • Forward to promising candidates
  • Pre-qualifying potential candidates (e.g. calling references)
  • Conduct electronic-based assessments (skills and/or personality)
  • Assist with interviews – either as a guest or initial interviewer
  • Assist with onboarding and training your new hire
  • Provide ongoing support to new staff and/or client point person

Flat rate: 20% of offered salary – covers posting and assessment fees, approx. 3-5 postings per position. Payable in installments. 6-month guarantee: If your new hire doesn’t work out during, or at end of first 6 months, we start over without additional fees.

Get Started

Other Services

  • 1099 preparation
  • Annual Audit Preparation for non-profit organizations
  • Speaking or Training workshops at your organization or event

Let’s Get Started

  • 1099 preparation
  • Audit Preparations for non-profit organizations – both annual audits and/or a forensic audit by a government agency.
  • Clerical and Data Entry Services: When the client has a major one-off data entry project or maintains a controller-level staff role but needs regular bookkeeping, we can supply clerical and data entry services alone at discounted rates.

Let’s Get Started

Existing Client Support

Want to work with Moxie?
Let's Get Started

147 Prince Street #311
Brooklyn, NY 11206

partners & principles