Services
Monthly Packages
Gold
from $597 +HST per month
- Bookkeeping and Monthly financial statements
- HST filing
- 15 min monthly meeting
- Annual financial package for your accountant
Your financial story to help make informed business decisions
Platinum
from $1,197 +HST per month
- Bookkeeping and Monthly financial statements
- HST filing
- Annual financial package
- 1 hour monthly strategy meeting
- Budgeting, Forecasting and Financial analysis
Strategically working on your business
Diamond
from $1,597 +HST per month
- Fractional Controller / CFO Services (5-10 hours per month)
- Assessment of current accounting system and processes. Plan and assistance to upgrade the accounting system to ensure accuracy, efficiency and integration with operational systems.
- Training on Quickbooks Online
- Assistance with technical accounting transactions and questions
- CRA audit assistance and responses
- Monthly Statements, Budgetign and Forecastin
Let's take care of the finances to the next level for you and your business growth
Extras
Corporate Catch Up
$ on consultation
You're a small business corporation. It's time for year end and your bookkeeping hasn't been done. Let's take a look and get you set up and all caught up for compliance.
Let's have a discussion of how the year has gone and going forward we can make a plan to have timely books and start working on your business growth.
NOTE for all services: Clients are required to be using Quickbooks online
The Process
STEP 1 - Book a Free discovery call
We discuss your business needs and see if we are a fit!
STEP 2 - Review and Proposal
I'll review your current books and provide a proposal based on the package you are looking for
STEP 3 - Acceptance and Set Up
Upon acceptance of the proposal we are all ready to go! I will guide you step by step to get you set up on Quickbooks online and any other accounting software to help manage your finances more efficiently.
STEP 4 - Let's Grow!
I'll take care of the books! Each month we will review and discuss your financial story to provide you with the information your business needs to thrive!
Book your free discovery call
Let's Chat!
Are you ready to take your business to a new level? Or, just want to see if our services are for you?
Please fill out the consultation form with your business needs to set up a free meeting to discuss your business and the process to get your business goals going!
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