Services
Let me guess…
-
You’re so far behind in bookkeeping that you have no idea how to move forward.
-
You're scared to follow up with clients because you don't know if they've already paid
-
The anxiety of how much you owe CRA has you in a panic.
-
The fear of being audited by the CRA keeps you up at night.
That’s where we come in…
Here’s how we do it
✔️ All that stuff that’s piling up but you don’t know what to do with and you know it’s important, we’ll get it all sorted.
✔️ All the years of bookkeeping that you’ve ignored, we’ll get it done.
✔️ All those questions you don’t know how to ask related to your books or the CRA, we already have the answers.
✔️ I’ll help you decipher scary foreign documents filled with words you don’t understand.
✔️ Oh, and those tax bills that freak you out, we can help you work out a payment schedule in a way that works for you and your current cashflow situation.
Here’s what you’ll get
-
An assessment of what your needs are.
-
Full-cycle bookkeeping on all tax years.
-
Support in hiring a bookkeeper or accountant.
First 1 hour consultation: FREE
Service: CAD $55 / hour
Let me guess…
-
You’re a new business owner overwhelmed by the task of organizing the financial back-end
-
You need to register your business, but you don’t know where to start.
-
Calling the CRA freaks you out.
-
You don’t know which government accounts need to be set up.
-
Questioning if you need an accounting software or may operate with Excel.
-
Your filing systems are non-existent, outdated or hard to manage
-
You want to manage your bookkeeping yourself but don’t know where to start
That’s where we come in…
Here’s how we do it
✔️ We’ll present you with a one-platform solution for all your registration needs.
✔️ We’ll give you the keywords and the right questions to ask the CRA so you get what you need.
✔️ We’ll present multiple options for your accounting software.
✔️ The accounting software that's only being partly used, we'll get it up-to-date, and you trained.
✔️ Those paper receipts, emailed receipts, and online receipts that are everywhere, we'll set you up with one online, a paperless filing system for all your accounting documents
✔️ We will set up all of your processes, procedures and filing systems to hit the ground running
✔️ That CRM system that will allow you to work remotely, we'll find the right one for you
Here’s what you’ll get
-
A fully registered business.
-
A personalized guide to talking to the CRA.
-
A clear understanding of all government accounts you need to operate.
-
The right software to keep your books up-to-date.
-
A checklist to get your bookkeeping started.
-
Customized set-up of accounting systems and electronic filing systems
-
Assist with syncing third-party software
-
Assist in gathering / centralizing documents
-
Advise on setting up bookkeeping / financial processes and procedures
-
Advise on general payroll implementation
First 1 hour consultation: FREE
Service: CAD $55 / hour
Let me guess…
-
You want to expand your company but aren’t sure how to make it happen
-
You’re frustrated that you’re not achieving your goals
-
You have a lack of clarity around your business goals and objectives
-
You've dreamt of having a financial budget but don't know where to start.
-
The fear of not knowing how much money is coming in or going out has you up at night..
That’s where we come in…
Here’s how we do it
✔️ That business plan or goal list you’ve always dreamed of, we’ll make it happen
✔️ An action plan that gets those goals done, we’re on it
✔️ We create a financial plan that matches your business plan
✔️ That budget you've always dreamed of having, we'll help you build a 1 - 5 year budget
Here’s what you’ll get
-
Build customized financial plans and budgets
-
Coaching on defining your business goals targets for 1 year, 3 - 5 years and 10-year objective
-
Create business plans to help business owners chart a road map to success
-
Align goals with financial plans
-
Design projects that support business goals and assist in implementing them
-
Set specific goal markers to measure success along the way
First 1 hour consultation: FREE
Service: CAD $75 / hour
Let me guess…
-
You’ve lost track of how many bank accounts, credit cards and investment accounts you have
-
You don’t know how much you owe the CRA
-
You don’t know how to pay that debt down
-
You want a personal financial plan and budget but it intimidates you
That’s where we come in…
Here’s how we do it
✔️ The money you don’t know how to track, we’ll get you set up with a budgeting system
✔️ Those financial goals you keep thinking of but don’t have a plan for, we’ll create a financial / budget plan so your goals are all in one place
✔️ Those CRA questions you have, we’ll get them answered for you
Here’s what you’ll get
-
A set of 6 or 12 - 30 minute meetings once per month
-
Support in gathering all of your financial information into one place
-
Support with setting up and understanding budgeting software
-
A 1-year, 3-5 year and 10-year financial / budget plan
-
A plan to turn your financial / budget plan into actionable items
First 1 hour consultation: FREE
Service: CAD $75 / hour
CAD $400 / 6 meetings (you save $50)
CAD $800 / 12 meetings (you save $100)