MoneyFit Cass St, Traverse City

MoneyFit Reviews

• C

  Christian Allen
  5

  If you're a small- to mid-sized business owner, and you agree that your financial fitness is as vital as your personal fitness, then you NEED to meet MoneyFit. Beth and her team are nothing short of phenomenal. I've worked closely with them in connection with two companies now, and I can unequivocally say that both would be in pretty poor shape without the MoneyFit team spotting us daily. They provide rock solid support for day-to-day business financials, while not overwhelming us with accounting jargon. And, the suite of technology tools they implement, configure, and manage for us pumps up our back-office efficiency to the next level. Do yourself a favor ... stop trying to learn QuickBooks tricks on your own. Leave all that heavy lifting to MoneyFit and focus on your core. Thanks again, Beth for everything you and your team do for us. You truly rock! 💪🏻😎💰

  Response from the owner

  Chris!! Than you so much for your wonderful review. WE are so fortunate to be working with you and your team. It is so much fun (and wonderfully rewarding) watching your business flourish.

• C

  Chase Bonhag
  5

  One of the best decision we made in our early stages was partnering with MoneyFit. They were patient with us as we went through our earliest stages and have been a consistent partner now as we continue to grow. 10/10.

• J

  Jeremy R. Hammond
  5

  I was in desperate need of help with updating and reorganizing my accounting system and found MoneyFit. Beth was extraordinarily helpful in consulting me about how to do things properly and get my system to where I need it to be. I had been feeling very frustrated about the state of my accounting and the obstacles I was faced with, but I came away from the consultation feeling confident about the path forward. Highly recommended!

  Response from the owner

  Thanks Jeremy! You already have a great command of a huge chunk of the accounting process. I look forward to talking again soon.

• A

  Arielle Sika
  5

  Working with Beth Melcher and her team is a DREAM. Not only do they make our business' finances easy to understand, they have put processes into place that make everything easy as pie. Beth is by far our most important professional partner. Together we set goals for the future, create stability in our bookkeeping and even have fun doing it! I have never been a numbers person, but I now have confidence in our financial fitness as a business. I am especially grateful now that we are in this COVID crisis that we have our books in order and a strong financial strategy. I would highly recommend MoneyFit to any business owner!

• M

  Meridith Falconer
  5

  If you aren't using Beth and her team at MoneyFit, what are you waiting for? Their professionalism, knowledge and ability to problem solve are coupled with generous and kind team members for a combination that is unparalleled. I have never posed a question or concern that was not immediately addressed. Having them support our businesses through the 2020 COVID-19 crisis was something I will forever be thankful for. I credit the team's commitment to being on top of finances, for allowing us to submit our loan applications ASAP as well as navigate the tricky unemployment system. Thank you MoneyFit!

• S

  Stacey Ann
  5

  We have been using Moneyfit for our design firm bookkeeping needs for 5 years. The staff is proficient, friendly and innovative with creating time savings processes for us to work togther. We are very pleased with their performance and highly recommend them.

• J

  Joe Faunce
  5

  Beth and Stephanie have been great to work with. Their financial strategies have proven to be the missing link our company was needing. Highly recommend their bookkeeping services!

• J

  Jack Davis
  5

  MoneyFit lets me work ON my business no matter what's going on IN my business. Bookkeeping doesn't even begin to describe how they create financial clarity with insight, experience and mobility.

• R

  R J
  5

  MoneyFit provided me with free one hour consultation to understand what I needed to do to clean up my books and how to reduce the cost of bookkeeping in the future. Highly recommended

• Z

  Zachary Hegg
  5

  The MoneyFit team is a great business ally as they deliver financial reports and advice that are focused on business growth.