Accounting Consulting for Startups & Entrepreneurs

 
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Services Offered

 

01 - CONSULTATION & STARTER KIT /

For clients looking for one-on-one guidance, we offer working meetings where all of our focus is poured into their accounting startup needs. For an hour and a half, we assess the accounting & financial desires of your business. We provide professional feedback, answer any questions, and troubleshoot complications. During our time together, we introduce you to an accounting software program, develop a scope of work that we compile into a Consultation Summary, a comprehensive strategy for managing  your books with our professional suggestions. This document is yours to keep for reference or to hand over to us for set up or to oversee as a full-service bookkeeping service.


CONSULTATION & STARTER KIT INCLUDES:

  • Analysis of your business income, expenses and accounting needs

  • Comprehensive strategy for managing your books

  • 12 month filing system, employee expense report, fact sheet & tools

 

02 - SET UP & FIRST MONTH /

Working with you from the ground up. For clients who have completed their consultation, but don’t want to lose the one-on-one guidance. For a three to five hour period, we will set up your accounting software and walk you through step by step instructions on how to manage and keep your books running smoothly. The goal is to educate you on each phase listed below so you feel comfortable and confident managing your books on your own.

SET UP INCLUDES:

  • Introduction and walk through of accounting software

  • Complete customization of Chart of Accounts

  • Understanding HST & Set up

  • Efficient & fool proof receipt tracking

  • Monthly statement organization

  • Invoice collections & payments

  • Monthly Financial Reporting

  • First month of statements completed together





03 - MONTHLY BOOKKEEPING /

Designed for start-up’s & entrepreneurs who require the basics of bookkeeping while maintaining full control of their business. Through our basic monthly services, we offer the necessary financial management required for our clients to see the bigger picture of their business.

MONTHLY BOOKKEEPING INCLUDES:

  • Income & Expense Tracking

  • HST Allocation & Reporting

  • Monthly Financial Reports

 
 

04 MONTHLY BOOKKEEPING / FULL SERVICE/

Small businesses have many intricate moving parts. Through our customized monthly services, we offer complete financial  management for each facet of business ranging from monthly income & expense tracking to accounts payable & receivable.

FULL SERVICE MONTHLY BOOKKEEPING  INCLUDES:

  • Income & Expense Tracking

  • HST Allocation & Reporting

  • Monthly Financial Reports

  • Receipt organization

  • Invoicing collections & payments

 
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Listen to the testimonials…

“Her years of accounting experience were very evident as she knew exactly what I needed to do for my business and showed me how to organize it and helped me create a proper system for it all”

-Cassie Day, Founder All Day Fit