You’ve tried to do your own bookkeeping before.
You get off to a good start - but it doesn’t stick.
You put it off and get stuck feeling stressed out and overwhelmed.
Do any of these sound familiar?
✔ You're constantly saying “I’ll get to my bookkeeping when I have time”
✔ You're always behind on filing sales tax returns and income taxes.
✔ You feel like your books are a mess and tax time is always a huge ordeal.
✔ You're frequently feeling frustrated, stressed, and overwhelmed with your finances.
✔ You have trouble keeping everything organized.
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Imagine what it would feel like if every single month you knew …
✔ Exactly how your business performed.
✔ What were your highest revenues?
✔ What were your highest expenses?
✔ Where the money went.
✔ Exactly how to make sense of those numbers.
With monthly accounting, you can:
Know the numbers
Know exactly how your business is performing, what’s working and what needs to be adjusted.
Have more time to do the things you love
You don’t need to spend your free time doing your own bookkeeping. Let us handle your books while you spend more time with your family.
Increase profits
Up-to-date bookkeeping allows you to have a pulse on your business, see what your profits are, and know exactly how to increase them.
Monthly
Service Includes:
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Monthly Bookkeeping & Accounting
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Monthly Financial Reports
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Sales Tax Filing
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Estimated Tax Calculations
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Unlimited Email & Phone Support
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1:1 Financial Analysis & Review Session
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Annual Budget Preparation
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Budget to Actual Tracking & Analysis
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Advisory Support (eg. Cash Flow Forecasts, KPI tracking, etc.)
Accounting Systems Implementation
A good accounting system makes running your business so much easier. I am familiar with many accounting systems and am happy to recommend the best fit for your business after analysis of your needs.
Set up/ Catch Up Package
Are you losing sleep over your company’s messy books? I understand the frustrations and challenges business owners face when it comes to managing messy books. ​Let's give you accurate bookkeeping across all financial accounts, ensuring your statements are precise and updated.
Prepare for your tax returns
I understand the importance of proactive and strategic tax planning. While I don’t prepare taxes, I collaborate closely with your tax advisors and CPAs (for your expert tax services) to ensure your finances are in order and optimized for tax time.
Financial & Business Consultations
You might be wondering:
Is there a next step you need to gain clarity on?
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Are you asking the right questions?
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Is your business plan aligned with the current financial climate?
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if you need someone to step back with you and look at the big picture of your goals, career, and practical next steps to take?
I have learned a lot from assisting with all kinds of endeavors and truly love to help others navigate the exciting waters of entrepreneurship. My approach is intuitive & interactive - I can teach you tools to master your own life's strategy in joy and peace.