A SOLUTIONS FIRM

Customized, technology-driven bookkeeping & admin services

Building an efficient structure for your business processes is essential for supporting continual growth and maximizing profits.  We work with our clients to eliminate inefficiencies and create a fluid pipeline to purposeful workflows.

 

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How can your workflow be improved?

Whether creating efficiencies, eliminating room for errors, or capitalizing on areas for growth, there is always room for improvement.

Team

Are you looking to expand your team without the cost of an added employee?  Get the benefits of having a dedicated and experienced finance team without the cost of the added wage.

Time

There’s nothing more important to a small business owner than their time.  Manage your time effectively by handing off the day-to-day bookkeeping or administrative tasks to us. 

Solutions

Juggling too many things at once can be overwhelming.  Embrace simple applications to get your business using every minute of every day as efficiently as possible.

What can we do for you?

Offering a variety of services coupled with trustworthy one-on-one attention is exactly why our clients love working with us.  We’ll make it clear what you can expect, project timelines, workflow, and specific responsibility details.

Monthly Bookkeeping

Every client process is unique, but every client wants the same thing.  Up-to-date books and an understanding of their financial position are at the core of our bookkeeping services.

Virtual Assistant

Handing off those tedious tasks is not always easy.  Finding the right person to trust with managing your business’ administrative duties can be difficult.  We offer clients flexible or set-schedule VA services based on their specific needs.

Conversions and Setup

If you’re ready to get your accounting transferred to a cloud-based system or starting from scratch, we offer Quickbooks Online and Xero-certified services to ensure your books are accurate from the start.

Monthly Bookkeeping Packages for Your Business

Our packages have been designed to give you an idea of the services we offer. 

Let’s connect to discuss what package is right for you.

All packages include:

  • Implementation of a 100% paperless bookkeeping workflow.
  • Your books up to date accurately and on time.  Avoid the stress of constantly feeling like you’re clawing yourself out of a backlog of bookkeeping.  We firmly believe that timely bookkeeping is a must for any growing business.
  • Advanced financial reporting.  Having your finances up to date allows you the insight to make informed and timely business decisions.  We go one step further by providing you with reports that give you in-depth analysis capabilities.  
  • Regular meetings to go over the financial statements.  You don’t have to wonder what all the financial jargon means.  Let’s connect and go through everything together to ensure accuracy.
  • Company workflow management.  Our favorite part of the job. We are introducing clients to a better, more efficient way to operate every day.  We’ll show you how to do less while making more. 
Most Popular
StarterGrowthPlus
Categorizing Transactions QuarterlyMonthlyWeekly
Reconcile Bank, Credit Card, and Loan AccountsQuarterlyMonthlyMonthly
Thorough Review Process with Financial Reports Provided QuarterlyMonthlyMonthly
Prepare and file GST/HST
Phone/ Zoom MeetingQuarterlyMonthlyUnlimited
QBO or Xero Monthly Subscription Included
Document Management Account
Pricing (Monthly)
Excluding Taxes
$425$650Custom Pricing

Optional Add-ons (custom pricing)

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Payroll Services
Accounts receivable management
Accounts payable management
Job Costing Management
Budgeting Services

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Every month we send out tips and updates on using your cloud-based accounting system to help you find the best way forward.