Bookkeeping Support Options

Get a clear snapshot of your financial health and actionable steps to improve.

 

This is for you if: 

• You aren't sure your books are being completed correctly by you or someone else and would like peace of mind

• You are worried that the tax man will come after you if you're tracking your finances/ reporting wrong

• You would like to know that things are up to snuff in your books, and that your reporting is accurate so that you can plan for the future

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Includes:

• Detailed Financial Review: Comprehensive analysis of your current financial situation.

• Identify Key Issues: Highlight discrepancies, inefficiencies, and areas for improvement.

• Actionable Recommendations: Three immediate steps to enhance your bookkeeping practices.

• 60-Minute Consultation: One-on-one session to discuss findings and next steps.

Benefits:

• Gain clarity on your financial status.

• Quick wins to improve financial efficiency right away.

• Personalized advice tailored to your business.

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Price: $[175]

Learn the essentials of bookkeeping with hands-on training and continuous support.

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This is for you if: 

• You despise doing your Bookkeeping ("I didn't get into business for this"), and thinking about it haunts you at night when you're behind

• You have become busy enough with client work and business planning that it is time to get this off of your plate! 

• You would like to rest easy knowing that your books are being handled with care and precision 

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Includes:

• Everything in the Financial Audit Package: Plus additional in-depth training.

• Three 90-Minute Training Sessions: Comprehensive training on bookkeeping basics and best practices.

• Customized Training Materials: Guides and resources tailored to your business.

• Email Support: Quick answers to your questions between sessions.

• Optional Ongoing Support: Monthly check-ins and support to ensure continued success.

• Accountability Support: Stay motivated and on track with dedicated check-ins.

Benefits:

• Master the fundamentals of bookkeeping.

• Personalized support to implement what you learn.

• Continuous guidance to maintain good financial practices.

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Price: [$495]

​Ensure your books are always up-to-date and accurate with ongoing maintenance.

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This is for you if: 

• You've just started a business and don't have a clue what to do to track your expenses and income. You want to do it right from the start.

• You would like the empowerment of knowing you've done it yourself and understand your bookkeeping and financial reports so that you can be CEO of YourBiz Inc. 

• You have been doing your Bookkeeping for a while on your own and are realizing that you may not be doing everything correctly. You want to make sure, so that you aren't paying 1000s to a Bookkeeper or Accountant down the road to fix things. 

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Includes:

• Everything in the Bookkeeping Training Package: Plus monthly maintenance services.

• Monthly Reconciliation: Regular updates and reconciliation of accounts.

• Detailed Financial Reports: Monthly financial statements and performance reports.

• Priority Email and Phone Support: Get answers fast when you need them.

• Quarterly Strategy Sessions: Review and plan financial strategies to support your business goals.

• Accountability Partnership: Consistent check-ins to keep you on track.

Benefits:

• Peace of mind knowing your books are accurate and up-to-date.

• Detailed insights into your financial performance.

• Ongoing motivation and accountability to reach your financial goals.

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Price: $ [Contact for Quote]