How it all works at Mindvest
It’s all about getting to know you
We’re excited to be the trusty guide on your entrepreneurship journey. But getting to know you is a little journey of its own.
We find it’s helpful to see how we navigate, so that you never feel lost.
The Journey
1
BREAKING THE ICE
We’ll sit down for a call to get to know your business, your goals and how we might be able to achieve them.
Not ready to reach out quite yet? We’ve got some free stuff: Check out Joe’s newsletter, our free guides, or our courses.
2
THE PROPOSAL
We’ll gather some information from you via a form. Our initial meeting is pretty free-flowing, so this will ensure we get the full picture from you so we can build a meaningful proposal.
We then sit down for a meeting to customize a proposal for you and your stage of business.
3
ONBOARDING
Once you accept your proposal, the wheels will be in motion. We’ll get you set-up with your new accounting system. Depending on the service-level you have selected, we’ll customize your training and onboarding so you’ll always know what you have to do.
Onboarding can take up to 90 days depending on the level of service you select - we don’t cut corners and will keep you in the loop throughout.
4
MEET YOUR TEAM
We’ll introduce you to your Mindvest services team.
You’ll always know who to reach out to with questions. You’ll now have a system that works every time to get you the information and peace of mind you need to grow your business.
The Destination
BOOKKEEPING
SERVICES
Bookkeeping is at the foundation of all that we do. How can you have good outputs if you don’t have solid inputs, am I right?
Monthly Bookkeeping: We keep your books up to date on a monthly basis. We’ll jump into your account and reconcile your transactions. We’ll shoot you a list of questions if we are missing documents or haven’t seen the transactions before. Because you’ll have the same team month-to-month, we’ll build knowledge on how you run. We don’t ask the same question twice. You’ll receive a monthly financial report outlining your performance.
Weekly Bookkeeping: We can also take a more integrated role in your business. With weekly bookkeeping services, we can help you manage your cash flow, post and pay bills, invoice and collect payment from your customers. You’ll receive a weekly cash report with accounts receivable and payable detail.
ACCOUNTING
SERVICES
Corporate tax and related filings: Have a complex tax situation? That’s cool, we’ll play quarterback with our network of tax experts to ensure they have all the information they need to swoop in and get your best tax outcome.
Project Tracking: If you want to up your management reporting, we can take your accounting to the next level. If you have a few projects running and are keen to know the performance of individual projects, this is the service for you. Your dedicated Accountant can prepare project tracking report on a monthly basis to ensure your reports portray comparable information from month to month.
Budgeting and Forecasting: Want to make your success inevitable? We can help you build a forecast for the year and compare it against your performance to help you achieve your goals.
ADD-ON
SERVICES
Payroll: If you are the owner of a small company and you are trying to do payroll on your own, the cost of your time is even greater. By selecting the right payroll service company, you can depend on your payroll service providers to process and take the entire process of payroll off of your desk. Do what you do best and make payroll outsource a way of efficient business operation! Many businesses have reaped the benefits by going for payroll outsourcing in Singapore.
Quarterly GST Filing: Once we have your bookkeeping up to date, we can file your GST quarterly and let you know how much (and how) to pay. You’ll have lots of notice, no surprises.
Choose the plan that works for you
VIEW PRICINGOur plans come as they are, no extra charges — simple and straightforward.