--- title: "Bookkeeping Projects: Loan Packages, Forecasts, Sale-Ready" description: "Fixed-scope bookkeeping projects: lender-ready packages, budgets and forecasts, sale-ready books, and accounting setup." url: "https://mcc-solutionsnj.com/bookkeeping/projects" --- Bookkeeping projects # Bookkeeping projects with a written scope ## Overview Some jobs are bigger than a monthly retainer. Each project below has a defined result, a written scope and a price agreed before we start. [![Intuit ProAdvisor Gold tier badge](/img/credentials/intuit-proadvisor-gold.png)](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)Gold tier in Intuit's ProAdvisor program. [See my Intuit listing](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77) [BOOKS HEALTH REPORT ### Books health report For owners who suspect something is off, or who want a second set of eyes before a lender, a buyer or tax time. From $129 What is included →](/bookkeeping/projects/books-health-report)[SOFTWARE MIGRATION ### Accounting software migration For businesses leaving QuickBooks Desktop, spreadsheets or an older program. From $800 What is included →](/bookkeeping/projects/accounting-software-migration)[SELLER SYSTEMS SETUP ### Bookkeeping setup for online sellers For sellers on Etsy, Shopify, Amazon or similar marketplaces. From $800 What is included →](/bookkeeping/projects/online-seller-bookkeeping-setup)[LENDER-READY PACKAGE ### Lender-ready financial package For owners applying for a loan, line of credit or equipment financing. From $1,200 What is included →](/bookkeeping/projects/lender-ready-financial-package)[BUDGET AND FORECAST ### Budget and 12-month forecast build For owners planning a year, a hire, a price change or a big purchase. From $1,200 What is included →](/bookkeeping/projects/budget-and-forecast-build)[SALE-READY BOOKS ### Sale-ready books For owners planning to sell, take on a partner or raise money. From $4,000 What is included →](/bookkeeping/projects/sale-ready-books)[BOOKS LAUNCH ### Books launch: setup and training For new businesses and owners moving to proper accounting software. From $600 What is included →](/bookkeeping/projects/books-launch-setup-and-training)[CONTRACTOR AND RESTAURANT SETUP ### Contractor and restaurant books setup For contractors who need job costing and restaurants that need daily sales and cost control. From $600 What is included →](/bookkeeping/projects/contractor-and-restaurant-books-setup)[AUDIT SUPPORT AND PBC PREP ### Audit support and PBC list preparation For businesses facing a financial statement audit, review or due diligence request. From $500 What is included →](/bookkeeping/projects/audit-support-and-pbc-prep) [CATCH-UP ### Catch-up and cleanup For books that are behind or need fixing. What is included →](/bookkeeping/catch-up) [REPORTING ### Reporting and dashboards A view of your numbers built for how you decide. What is included →](/solutions/reporting/) [WEBSITES ### Websites for notaries A site, booking form and Google profile for signing agents. What is included →](/websites/for-notaries) [WEBSITES ### Websites for bookkeepers A site and service pages that bring in inbound clients. What is included →](/websites/for-bookkeepers) [DO IT YOURSELF ### Toolkit membership Prefer to do the work yourself? The Excel toolkits, monthly or yearly. See membership →](/membership) [ONGOING ### Monthly service levels Bookkeeping, review and CFO-style support. What is included →](/bookkeeping/plans) ## How every project works - We agree the result, the scope and the price in writing before any work starts. - Your books and logins stay with you. - You review every deliverable before it goes anywhere. - We tell you plainly if a project is not the right fit. MCC Solutions is not a CPA firm or a law firm. These projects organize and present your own numbers. They are not audits, reviews, tax returns, valuation opinions, or credit, tax or legal advice, and we cannot promise that a lender, buyer or investor will accept them. Rules and requirements change, so confirm anything that matters with the party involved and your CPA. Do it yourself ### Business Planning Bundle Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method. [See what's inside ($79)](/toolkits/business-planning-bundle)14-day full refund ## Related - [Remote monthly bookkeeping by industry](/bookkeeping/for/remote-monthly-bookkeeping) - [Bookkeeping for owner-operator truckers: IFTA, 2290 and the books](/bookkeeping/owner-operator-truckers) ## Tell us about the project and get a written scope. [Request a scope](/contact)[Call (908) 444-6373](tel:+19084446373)