Services

FINANCIAL MANAGEMENT SERVICES FOR SMALL BUSINESSES
AND HIGH NET WORTH INDIVIDUALS & FAMILIES

Mindful Money Management offers customized services designed to relieve the pain
you may be experiencing around managing business financial matters which can include:

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BOOKKEEPING

♦ Bank account and cash flow management

♦ QuickBooks setup and management

♦ Bill payment and recordkeeping setup and management

♦ Bank and credit card statement reconciliations

♦ Invoicing and accounts receivable management

♦ Sales tax payments and reporting

♦ Business property tax

♦ Fixed assets and inventory tracking

♦ Annual 1099 filings

BUSINESS MANAGEMENT

♦ Financial reporting and analysis

♦ Budget creation and management

♦ Investment reporting

♦ Statement of Information and Business License filings

♦ Business Property Tax and Property Tax filings and payments

♦ Income tax organization and reporting to tax preparers

♦ Business and financial consulting

♦ Coordination with other financial professionals (Bankers, CPAs, investment advisors, insurance agents, etc.)

PAYROLL

♦ Payroll setup and maintenance

♦ Payroll processing

♦ Payroll tax filings and payments

♦ Onboarding and terminating employees

♦ Workers’ compensation audits

♦ Annual W2 issuance

♦ Retirement plan contributions and annual census reporting

To learn more about how we can help you streamline your finance and accounting tasks,
contact us at info@managemoneymindfully.com or (650) 339-2138.