Meet Your Fractional CFO
Welcome to MoneyMate by EpocHarvest
Meet Your Fractional CFO—Simplified and Scalable
Managing your money shouldn’t feel like a full-time job. At MoneyMate, we combine the personal touch of a financial consultant with the power of technology-driven financial tools. Whether you’re an individual, a growing family, or a small business, MoneyMate provides expert financial management designed to simplify your life and help you achieve your goals.
Here’s How We Help – Set It and Forget It:
Our dedicated finance managers will set up and manage your MoneyMate account, executing your personal or business budgets on your behalf. Think of us as your trusted partner—handling everything from budgeting to bill payments while you focus on what matters most.
Bridging the Gap Between Personal Consulting and Tech-Driven Tools:
MoneyMate combines human expertise with a streamlined financial platform to give you:
- Budget Creation & Reconciliation: Automated setup and tracking tailored to your needs.
- Unexpected Transaction Alerts: Real-time updates when expenses stray from the plan.
- Projected Bill Payments: Get ahead of upcoming obligations with clear forecasts.
- Subscription Tracking: Monitor recurring expenses to avoid unnecessary charges.
- Projected Budgets: Plan confidently for the months ahead.
- Unified Interface: View all your personal and business transactions in one intuitive dashboard.
Additional Services We Offer
Beyond our core platform, we provide essential financial services to make managing your money even easier:
- QuickBooks Bookkeeping: Ensure your records are organized and up-to-date.
- Tax Support for Accountants: Streamline tax preparation with our expert-backed processes.
Who We Serve
- Individuals: Young professionals, busy families, and retirees looking for stress-free financial management.
- Small Businesses: Entrepreneurs and growing companies needing scalable, CFO-level financial oversight.
Our Pricing
- Individuals: $100/month
- Couples: $150/month
- Small Businesses: $65/hour for financial services support (or monthly packages starting at $400).
Individuals
$100
per month
Couples
$150
per month
Small Businesses
$65
per hour
- For financial services support (or monthly packages starting at $400).
Your Fractional CFO is Just a Click Away
Ready to get started?
