Services

For small business owners who need help with their books

 

If you’re a small business owner and you’re not sure where to start with your books - OR - You just don’t have the time to manage your own books, then I’ve got a service for you.

I offer three types of packages


 

BookkeepingTraining

For those not sure where to start.

Bookkeeping Services

For those who don’t have the time to do it themselves

Specialty Services

For those with specific needs

 
 
 
 
 
 
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Does this sound like you?

 
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>> Where do I start?  What am I required to do?

>> What are my options for bookkeeping? 

>> I can’t afford ongoing bookkeeping services yet so I need to do it myself.  The software seems user-friendly, but I’m not sure I’m doing it right.

>> I have already started and I’m not confident in what I’m doing.


Maybe you’ve been worried about these things and aren’t sure where to start. You want to be sure you’re doing things right and that your books are set up in a way that’s best for your business goals. 


 

That’s where the Bookkeeping Training Package comes in . 

 

In this One-on-one bookkeeping training service:

 
 
 

>> We work together to discover your business goals and what information is most important to you

>> I provide one-on-one coaching to teach you how to record all your business transactions

>> I Help you interpret what your bookkeeping means and how it can help you

>> And I Give you a solid plan and direction for keeping it up


 

Plus there’s more!

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And even more, we figure out the details that are specific to you and your business.

Here are some of the Features we’ll go through together:

>> Helping you select the right software if you haven’t chosen one yet

>> I will set up your software, so it is ready to go.  If you’ve already started, I will ensure it is set up the best way for your business

>> Provide in-person training that fits your schedule (usually 2-3 sessions)

>> Includes additional support following training sessions for questions you have along the way

>> A future “check-up” to ensure you are on the right track and identify anything we need to revisit

>> Knowing your obligations regarding government taxes and how to file/pay them

 
 
 

Starting at $2,000

 

Starting a small business can be overwhelming if you don’t have the tools or support you need to make sure your business runs smoothly. 


 
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Are you a small business owner who doesn’t want to/don’t have time to do your bookkeeping?

 
 

If one or more of these sound like you, then my bookkeeping services might be a great fit:

>> I don’t know how to do bookkeeping and don’t care to do it myself

>> I don’t have time to do my bookkeeping

>> I can handle some tasks myself (e.g. invoicing clients) but want to hand off the rest of it

>> I have an office employee but need someone else to take care of payroll, reconciliations, etc.


If any of these sound like you, then my Bookkeeping services may be a great fit for you.


 

With the Bookkeeping Services Package, you can rest easy knowing that your books are taken care of . 

 

In this bookkeeping service:

 
 
 

>> We will work together to determine what needs to be done

>> Determine your deadlines (for example, GST and payroll) and ensure remittances are filed on time

>> Provide you with completed books in a reasonable and timely manner


 

Plus there’s more!

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We’ll make sure your system is set up and running smoothly

>> Initial software set-up if needed, or evaluation of current bookkeeping to identify any issues

>> Options for digital/electronic records and receipts 

>> Monthly (or other period) review with you of your financial statements

>> Fully customized services based on your specific needs

 
 
 

Initial Set-up of $150, then hourly rates apply

 
 
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Do you have specific problems that need a specific solutions?

 
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If you’re not looking for training or ongoing bookkeeping then my specialty services might be a good fit. Possible examples are:

>> Bookkeeping review: I need someone to clean up my books and help me go forward correctly

>> Payroll set-up: I need to hire employees and don’t know how to set up the bookkeeping and payroll side

>> From proprietor to corporation: what needs to change in my bookkeeping practices now that I’m incorporated.

Don’t see your needs listed here?  Contact me to find out how we can work together.


If any of these sound like you, then get in touch to get a quote.