Whether you need simple, accurate bookkeeping services or a more involved outsourced Controller or CFO partner to help guide your business, our service packages let you choose the level of financial support that fits your needs.
Some owners simply want their books handled accurately each month — and we’re happy to support you at that level. Others need deeper financial insight, cash-flow oversight, or ongoing Controller or CFO-level guidance to make strategic decisions. That’s why we offer multiple levels of service, ranging from essential bookkeeping to controller and outsourced CFO support.
You choose how involved you want us to be. Whether you prefer a straightforward bookkeeping relationship or a hands-on financial partner offering outsourced Controller and CFO expertise, our packages are designed to provide the right level of support — and to grow with your business.
Running your own business means wearing many hats — and bookkeeping, invoicing, and admin tasks can take over your week.
At Moxie Business Assist, we act as your virtual assistant and bookkeeping partner, handling the financial and operational
Reclaim your time and peace of mind with Bookkeeping Essentials, designed to keep your books organized and accurate so you can get back to growing the business you love.
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Go beyond basic bookkeeping and gain the high-level strategic insight you need to steer your business toward growth, without the cost of a full-time executive.
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Shift your focus from looking at where your money went to planning where it’s going, with a strategic partner who helps you forecast the future and drive sustainable growth.
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Every business has different financial needs, which is why we offer flexible support tailored to you. Fill out the form below and we’ll learn more about your business, your goals, and the level of support you’re looking for. From bookkeeping to CFO-level guidance, we’re here to help simplify your finances and support your growth.
Schedule a consultation at no charge to discuss your unique needs and how we can assist you.
We’ll implement the necessary accounting systems tailored for your business to ensure smooth operations.
While we handle the books, you can concentrate on growing your business and serving your clients.
Get PRO-ACTIVE updates and insights to keep your business finances on track.
Whether you prefer to work with a local bookkeeper in Waterloo, IA or a virtual bookkeeping team online, Moxie Assist provides the same personal service and financial clarity wherever you are.
Schedule a consultation at no charge to discuss your unique needs and how we can assist you.
Pricing varies depending on your business size and transaction volume.
On average, virtual bookkeeping services cost between $500–$2500 per month, while more comprehensive back-office packages may include extra services at a higher rate.
Moxie offers tailored plans to match your exact needs.
Yes. Modern virtual bookkeeping firms use encrypted, cloud-based accounting platforms like QuickBooks Online or Xero.
These tools are bank-level secure and allow safe document sharing, password protection, and two-factor authentication.
Not at all — Moxie Business Assist serves small businesses nationwide from our base in Waterloo, IA.
Whether you prefer local, in-person bookkeeping or a fully remote virtual option, we make it simple to collaborate from anywhere.
Bookkeeping focuses on day-to-day financial tracking, such as recording transactions and reconciling accounts.
Accounting takes it a step further — analyzing those records to produce financial reports, tax documents, and strategic insights.
Moxie offers bookkeeping and partner CPA support to ensure everything stays accurate and compliant.
Yes! Moxie specializes in QuickBooks bookkeeping services — from setup and cleanup to ongoing monthly support.
We also provide training and troubleshooting for small businesses using QuickBooks Online or Desktop.
Our clients include creative professionals, trades, service providers, and small local businesses like marketing agencies, design studios, and landscaping companies.
If your business invoices clients or tracks expenses, you’ll benefit from outsourced bookkeeping.
Accurate bookkeeping gives you real-time insight into cash flow, profitability, and expenses — empowering smarter decisions and tax readiness.
With Moxie managing the numbers, you can focus on scaling your operations and building revenue.
Start by looking for a bookkeeping provider that understands small business operations, offers transparent pricing, and uses secure, cloud-based accounting tools like QuickBooks Online.
It’s also important to choose a team that provides ongoing support — not just monthly reports — so you always know where your finances stand.
Moxie Business Assist combines personal service with virtual flexibility to make bookkeeping stress-free.
Yes! Moxie works with startups and early-stage entrepreneurs to help them set up clean financial systems from day one.
We can help you create your chart of accounts, set up QuickBooks, track startup expenses, and establish strong bookkeeping habits that scale as your business grows.
