I’m an accountant, so let’s talk about money.

You’re working way too many hours and you’re exhausted, but you don’t have the time or money to take a vacation because you’re barely able to pay yourself as it is.

You’re an expert in your field, you’ve worked hard to build your business from nothing, and now you’re bringing in five or six-figures of revenue. You love the work you do and the impact you have in your customer’s lives.

Stop me if you’ve heard this one…

♦  You’re working way too many hours and aren’t spending time with your friends and family.

♦  You’re running on empty, but you can’t take time off because you need to keep bringing in revenue.

♦  Your retirement fund keeps being used for urgent bills.

♦  Your customers don’t always pay on-time, so you rely on your own credit to pay suppliers and employees, which leads overdraft fees and interest.

♦  Sometimes you’re able to pay yourself, but only if there’s money left over.

The business is all consuming, now you’re stuck in a loop, and you can’t get out. You have to work to pay your bills, but the more you work the more money the business consumes. You want to work less and get paid more!

You know your business could be more profitable.

You KNOW  you’re spending too much money.

YOU KNOW YOU NEED CASH IN THE BANK!

Here’s what that looks like:

♦  Regularly scheduled calls to talk about your financial information and your business strategy. I’ll keep you on track with your goals and help you better understand your business financials.

♦  Unlimited email access to me for any and all questions you have. I’ve got your back – we’re in this together.

♦  Tax planning for yourself and the corporation so you can pay yourself and keep your tax bill down.

♦  QuickBooks Plus included to keep an eye on your business with the best software in the industry.

♦  CRA Representation – They can be scary, but I speak their language fluently, will translate for you, and help you gather the information for their requests.

Bookkeeping done for you. All you need to do is send in your receipts. So easy!

♦  Coaching on your other regular financial processes to increase your efficiency and decrease your frustration.

♦  Preparation of your year-end financial statements and filing of your corporate taxes (including sales tax, if applicable).

Find the package that’s right for you,

and never face your finances alone again

Solo Biz
$247/m
For businesses with less than 50 transactions per month.
Quarterly Strategy Call
Accounting Support?
Bookkeeping?
Income Tax Filing
Sales Tax Filing
CRA Representation
Income Tax Planning?
QuickBooks Plus Subscription
Receipt Bank Subscription?
Small Biz
$449/m
More moving parts, up to 100 transactions each month.
Monthly Strategy Call
Accounting Support?
Bookkeeping?
Income Tax Filing
Sales Tax Filing
CRA Representation
Income Tax Planning?
QuickBooks Plus Subscription
Receipt Bank Subscription?
Growing + Payroll
$1,447/m
A growing company with up to 15 employees and 300 transactions.
Monthly Strategy Call
Accounting Support?
Bookkeeping?
Income Tax Filing
Sales Tax Filing
CRA Representation
Income Tax Planning?
QuickBooks Plus Subscription
Receipt Bank Subscription?
Monthly Financial Analysis?
Payroll (up to 15 employees)
Annual Budgeting

For small businesses knowing your cash flow is a matter of life and death. These fixed monthly prices give you all the accounting support you need with no surprises, including year-end filing.

To get started book a free 30 minute call with me.
We’ll chat about your business, see if we’re a good fit for each other, and get all of your questions answered.

Want to make changes to a package?
No problem, I can add or remove services from any package.

Have more than 300 transactions per month?
Book a call and we can build a custom package for you.

Your business is unique and I’m sure you have questions. Book your free, no obligation call to talk about your business – ask me anything!

ask me anything

Ready to work less and get paid more? Let’s do it.

Frequently Asked Questions

 

My bookkeeping is way behind, can I still use this service?

Having accurate and up-to-date books is a foundation of your financial strategy.  I got you covered, I can help you get caught up! (I’ve helped people get caught up going back ten years or more… no worries) Book an appointment with me and let’s talk about it! I can help you get back on track.

Is there any kind of setup fee?

No, there’s no setup fee. And no cancellation fee. No extra fees at all! Just one simple monthly price for everything you need.

Your packages mention “up to x transactions”, what’s a transaction?

A transaction is anytime you spend or receive money. It could be anything from a customer payment to a gas receipt to a transfer between bank accounts. Transactions are a good estimate of the size and complexity of a company.

My year-end is coming up soon. Is it still part of the monthly fee? Should I wait?

Taking care of your business year-end is a big part of being your accountant, requiring a lot of time and effort. Part of the monthly service fee helps to spread these costs out over the year. I want to start helping you right away especially if you are facing a daunting year-end. Depending on the timing, it may require a special project quote to get on track.

This all sounds wonderful, but can I afford your services?

My fee is an investment in yourself and your business. The insights I’ll provide for you will increase your profits and taking the accounting off your plate will free up your time to focus on your business. In a practical sense, having a CPA on your team can identify money pits and growth opportunities that might otherwise be overlooked. At the end of the day, we both share the goal of increasing your profits.

What if I don’t need on-going services, I just want a one-time fix?

I can absolutely do a one-time fix. These usually take about 2-4 weeks depending on the complexity of the situation and what your goals are. Let’s book a call to talk about your specifics. You’re welcome to ask me anything that’s on your mind during the call.

Where are you located?

I’m located in Ottawa, Ontario. I work 100% online, which means I can help anyone in Canada. If you’re outside of Canada, I can help you with process improvements and cost cutting measures, but not tax related issues.

Work Less, Get Paid More