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!
“Thank you for your generosity, kindness, understanding and hard work. It has made a difference in my life and I look forward to working with you more.”
♦ 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).
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.
The services above can be mixed and matched! Book a free call to design your custom accounting package.
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.
“I feel like I have a process and I know what I’m doing. It’s not so scary and I have clear process and lines to follow to make sure the right information is being saved and documented”
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!
“You gave me a clearer understanding of my metrics and better organizational skills for bookkeeping on my own.”
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.
No, there’s no setup fee. And no cancellation fee. No extra fees at all! Just one simple monthly price for everything you need.
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.
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.
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.
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.
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.