BOOKKEEPING PACKAGES
Bookkeeping shouldn't be charged by the hour because it's a role and not a task.
Ongoing professional bookkeeping makes it easy to maintain accurate records and meet your daily financial obligations so you can focus on growing your business.
YOU WILL BENEFIT FROM
MORE TIME
to focus on your business
CONTROL
over your finances
PREPAREDNESS
for unexpected disruptions
AWARENESS
of your business's health
HOW WE WORK
1. Meet you on a call or in person
We want to get to know what you and your business are about. And we want to make sure we're a good cultural fit for each other.
2. Get your custom workflow
We install Quickbooks for you, set up your Chart of Accounts, and connect it to automatically retrieve authorized bank data. Next, we set up HubDoc so you never have to send a bank statement again. Depending on your business needs, we may also install ReceiptBank and reduce manual data entry. This usually takes between 7 and 10 business days.
3. Receive monthly reports and expert advice about your business
We send you monthly reports tailored to your business strategy. And we're available to talk, in person, on the phone or online.
ALL BOOKKEEPING PACKAGES INCLUDE
-
Full cycle bookkeeping including daily accounts payable and accounts receivable
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Reconciliation of bank accounts, credit cards, and other GL accounts
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Management reports including profit and loss statements and balance sheets
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Unlimited telephone and online support
PACKAGES & PRICING
STARTUP
1 - 2 Bank Accounts
$0 - $10K
in expenses
Annual HST filing
GROWING BUSINESS
$350 / m
$500+ / m
2 - 3 Bank Accounts
$30K - $150K
in expenses
Monthly HST filing
1 - 2 Bank Accounts
$10K - $30K
in expenses
Quarterly HST filing
SMALL
BUSINESS
$200 / m
Additional Services
Payroll Services — We’ll pay your people and verify payroll tax payments
Onboarding — We’ll teach you as much about your accounting software as you want to know
Catch-Up Bookkeeping — We’ll get you back on track for a reduced rate
Digital Receipt Management — Send photos of your receipts and we’ll do the rest
3rd-Party Provider Management — Like MindBody and Zingfit
Cash Flow Management — We’ll make buying decisions the way you’d make buying decisions
Sales & Deposit Reconciliation — so you'll know which customers still owe you
Invoicing Assistant — We’ll keep steady invoices going out so steady money comes in
