
Bookkeeping solutions tailored for non-profits & small businesses.
Services
Bookkeeping solutions designed to empower.
Whether you’re looking to save time so you can focus on your business, want to stay informed on the financial health of your business, or hate doing your books yourself (no judgment), my packages are designed to fit your business’s specific needs.
Monthly/Quarterly Bookkeeping
For small business owners who are up to date on their books but are busy running their successful business and are ready to outsource their bookkeeping to free up their time.
SERVICES INCLUDED:
Bill payments (accounts payable)
GST/PST filings
Payroll and related filings, including WCB
Virtual review call
Unlimited communication and support (consider me your own personal CFO )
Monthly bank/credit card reconciliations
Recording and categorization of all sales and expense transactions
Support in organizing and attaching all supporting documentation when provided
Invoicing (accounts receivable)
If you’re behind on your books and need some extra help getting caught up, this is the right package for you!
CATCH-UP BOOKKEEPING
SERVICES INCLUDED:
Review and assessment of current books
Monthly bank/credit card reconciliations
Recording and categorization of all sales and expense transactions
Support in organizing and attaching all supporting documentation when provided
Adjustment of journal entries if required
Financial report package
Virtual review call upon completion
faq’s
Do you provide tax services?
I help prepare your books for your income tax accountant but do not provide any other tax services. I communicate directly with your income tax accountant (with your permission) to ensure they have all the information they need and I am always here to answer any questions you have in regards to your bookkeeping.
Do I need a bookkeeper if I have an accountant?
Yes! Bookkeepers and accountants have different responsibilities and perform different tasks for the businesses they work with. Bookkeepers are responsible for maintaining your books, ensuring they are organized and ready for your income tax accountant. An accountant is responsible for your company's financial data, preparing tax returns and tax planning.
DO I NEED TO BE LOCAL FOR YOU TO COMPLETE MY BOOKKEEPING?
Good news! I work with clients and CPAs from all over Canada! All of my bookkeeping services are offered virtually to support you best.
What does my CPA designation (Certified Professional Accountant) mean for you?
It’s not just a title – it’s your shield, your assurance, and your guarantee of top-notch service. I’m bound by a strict code of ethics ensuring your financial matters are handled with integrity and confidence. In addition, I’m committed to continuous education, as the financial world evolves, I’m on the front lines, staying up to date on industry standards.
If you are feeling overwhelmed and need some one-time support to get that big project off your to-do list, this is the package for you!
PROJECT SERVICES
SERVICES INCLUDED:
Software system transition and setup
Customized chart of accounts setup specific to your industry and business type
Setup of electronic payments and/or filing system
Documenting policy and procedures
One-time annual income tax preparation for your tax account
Other miscellaneous one-time project support
CFO 1:1 Intensive session
Do you have questions and need CFO-level financial support without the monthly commitment? Do you just need an hour of my time? This package is for you!
SERVICES INCLUDED:
In-depth coaching/training on your financials, how to read them, what is important to pay attention to, etc.
Support call to discuss processes to help you confidently maintain your financials on your own
An audit of your DIY processes followed by a call to discuss inefficiencies and /or potential errors, in addition, a plan to correct any issues
Income tax prep coaching/training; what deductions to include, the best format to send information to tax account (track all year) etc.
In addition to the one on one-hour session, one week of email support is also included