Why work with us?
I have a Chartered Professional Accountant (CPA) designation from 2014 and a Bachelor of Business Administration, majoring in Accounting.
I have over 10 years of accounting and bookkeeping experience. I have helped many business get organized, save money, pay less tax and increased their profits.
My priority in a bookkeeping relationship is Communication. I make sure there is always an open line and that you feel comfortable approaching me and asking me questions.
Monthly Bookkeeping
For business owners that want their time back by outsourcing a bookkeeper! We offer the following services:
Record and categorize all sales and expense transactions.
Supporting documents will be attached to all transactions.
Monthly bank and credit card transactions.
GST/HST Remittance.
Review and explanation of financial reports.
Communication through email
Catch up/Clean up
This is for you if you are behind in your bookkeeping and you need help catching up. Catch up/clean up services include:
Review and assess current books
Record and categorize all sales and expense transactions
Supporting documents will be attached to all transactions
Monthly bank and credit card reconciliation
Review and explanation of financial reports
Communication through email
Bookkeeping Set up and Training
This is for you if you are a business owner who wants to set up QuickBooks Online account and want some training on how how to use it.
Accounting software setup and training with QuickBooks Online
(use this link to set up)
You will need a QuickBooks subscription
Customized chart of accounts customized to your industry and
business type
2 - 1:1 45 minutes - QuickBooks training sessions on how to set up
14 day support on bookkeeping through email
Other Add On Services
Do you need help with one aspect of bookkeeping or want to add on to monthly bookkeeping? Here are some of the add on services I offer:
Invoicing/Accounts receivable
Bill payment/Accounts payable
GST Remittance
Payroll set up and processing/T4’s/ROE’s
Customized reports
Sole Proprietor Taxes
Are you a Sole Prop and feel lost at tax time? Do you need your taxes filed like yesterday? Then this is for you!
Bookkeeping must be up to date and provided to me
Home Office and Vehicle expense tracker will be provided to you
Maximize deductions
Filed by deadline April 30
GST filing
Business Consultation
1:1 Session for any questions you may have with your bookkeeping or taxes
Advice on anything business related
Review your bookkeeping processes and make improvements
Kind words from our client
Know your numbers, increase
your profit.
Let’s clean up your books so you can have peace of mind!
Frequently Asked Questions
Do you provide tax services?
We provide Sole Proprietor Tax services but not Corporate Tax services. We do have great tax corporate tax accountant referral that can be sent your way. We will work closely with your corporate tax accountant and answer any questions they have in regards to your bookkeeping.
What software do you use?
We only use Quickbooks Online for accounting software, and Dext for receipt management. We like to keep things simple and easy but will add in other software as deemed necessary such as payroll software or accounts payable software such as Plooto.
How much is your monthly Bookkeeping service?
Our bookkeeping services start at $350/month and the price may go up depending on other services you may need or want.
How much is your bookkeeping catch up services?
This depends on how many months you need caught up and is usually a 4 figure investment.
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