QUARTERLY FINANCIAL REVIEW
At MBA Services, service is not just in our name—it’s the very core of what we provide. our Quarterly Financial Review is designed to give business owners, entrepreneurs, and small nonprofits clear, reliable insights into their finances without the cost of full-time bookkeeping or controller-level support.
IS THIS SERVICE RIGHT FOR YOU?
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Was your business formally established within the last five years?
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Are you a small business, sole proprietor, or nonprofit with an annual budget of $250,000 or less?
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Do you manage three or fewer credit and/or bank accounts and keep business transactions separate from personal?
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Do you need help projecting estimated quarterly tax payments?
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Would quarterly (instead of monthly) financial statements be sufficient to help you make informed decisions?
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Would you benefit from a professional accountant reviewing your numbers every three months and providing a financial briefing?
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Is your annual accounting budget $5,000 or less?
How the Program Works
Powered by a streamlined QuickBooks system, our team efficiently manages your core
financial data—categorizing transactions, reconciling accounts, and producing accurate
reports. This modern, cost-effective approach allows us to focus less on busywork and more
on helping you understand what your numbers reveal.
Each quarter, your MBA Services accountant will:
01
Reconcile your business accounts and transactions
02
Generate up to three reports of your choice, such as Balance Sheet, Profit & Loss
(Standard or Detail), Budget vs. Actual, Cash Flow Analysis, Financial Dashboards with
Graphs/Pie Charts, or Estimated Quarterly Tax Projection
03
Prepare a 30-minute financial briefing Zoom meeting to walk you through what the numbers mean and answer your questions
I’ve owned and operated my own business for over 20 years. During that time, I’ve also sat on the Board of a growing nonprofit, established, managed and transferred ownership of two LLCs. Through it all, MBA Services has been an integral part of each stage of growth and transition for all four of these very different business enterprises. They are my go-to Team for small business and nonprofit accounting and management.
Priscella J. Friesen
LICSW, LLC
WHY CLIENTS CHOOSE THE QUARTERLY FINANCIAL REVIEW:
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Affordable and Practical: Starting at $975 per quarter (or $325/month), this service is ideal for businesses with lean budgets that still want professional oversight.
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Confidence in Your Numbers: Know exactly where your business stands every three months—no more guessing.
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Compliance Ready: Be prepared for tax filings, grant reporting, or lender requests with accurate reconciliations and reports.
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Time Saved: Let us handle the financial details so you can focus on growing your business.
Service Option
How It Compares
Best For
Frequency
What’s Included
Starting Investment
Quarterly
Financial
Review
Startups, solopreneurs,
or small nonprofits with
modest budgets & fewer
transactions
Every 3 months
Account reconciliations,
choice of 3 reports, 30-min briefing, tax
projection support
$975/quarter
Monthly
Accounting
Growing businesses or
nonprofits needing more
frequent financial
visibility
Monthly
Full reconciliations,
monthly financial
statements, management
reports, ongoing advisory
$1,200–$2,000
/month
Full-Service
Outsourced
Accounting
Established organizations ready to
delegate all financial
operations
Weekly to daily
Everything in Monthly
Accounting + bill pay, payroll support, grant/board reporting,
budgeting & forecasting
Custom pricing
GET STARTED
The Quarterly Financial Review is a smart fit for startups, solopreneurs, and small
nonprofits who want clarity and confidence without the expense of a full-time accounting team. Contact MBA Services today to see if this budget-friendly service is the right solution for your organization.