Services

Monthly Packages

Gold

from $597 +HST per month

Bookkeeping and monthly financial statements
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
Annual financial package
1 hour monthly strategy meeting
Forecasting and financial analysis
Unlimited emails

Strategically working on your business

Diamond

from $1,997 +HST per month

Bookkeeping and Monthly financial statements
Annual reporting package
1 hour Monthly strategy meeting
Budget / Forecasting
HST filing
Invoicing or payment processing
Additional reporting analysis/ strategy meetings as needed
Unlimited meetings

Let's take care of the finances for you and your business growth

Extras

Solopreneur Catch Up

from $597 +HST

You're a sole proprietor. Year end tax time is coming and your bookkeeping hasn't been done for your business statement. Let's take a look and get you set up and all caught up for your tax accountant. HST filing included.

Let's have a discussion of how the year has gone and going forward we can make a plan to prepare your bookkeeping on a regular basis throughout the year and start working on your business growth.

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.

Goals Meeting

$397 +HST

A meeting to discuss your specific goals and follow up with a plan to achieve your goals!

How can I increase my revenue/ which services are making me the most profit?
What expenses are essential to run my business?
Should I/ can I afford to hire someone?
Can I afford to purchase additional assets?

Can be taken as needed if taking the Gold package or additional meeting time for Diamond package.

Start Up Meeting

$197 +HST

Thinking of opening a business?

Where do I start?
Solo or Corporate?
Do I register for HST?
What start up costs should I consider?

Let's discuss the necessities to get you started and what monthly services I can support you with.

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!

Sherie Emini CPA

Orangeville, ON

sherie@sherieeminicpa.ca