Services
You deserve to feel calm and confident in your business.
When there are gaps in financial knowledge, disorganized books, or a lack of experienced, dedicated support, it’s impossible to feel secure in your business. Together, we’ll find peace of mind by creating well-maintained financial records, a strong business plan, a solid cash flow strategy, and ongoing support through regular strategy sessions. I offer a ONE SIZE FITS ONE approach to help you achieve that sense of calm and confidence in your business, so you can focus on what you do best—connecting with your clients.
Just The Books*
Fully supportive bookkeeping with monthly reconciliations and transaction management based on number of accounts and transactions with a brief monthly check in to clarify any transaction issues. Support at tax time to ensure your accountant has all they need to file taxes. Ongoing HST and corporate tax compliance support.
Starting at $400 per month
*currently waitlisted
Financial Management & Strategy - Monthly
Fully supportive financial management and bookkeeping with monthly reconciliations and transaction management so you’re always up to date and in compliance. Once we have the financial data up to date and accurate we can strategize for the future of your business so we ensure sustainability and calm by collaborating to create a yearly business plan to help you set and achieve your goals. We meet monthly to ensure you’re on track, discuss opportunities or issues that arise (HR, marketing, clients, suppliers, etc.) so you feel fully supported and knowledgeable to keep your business moving forward.
Starting at $600 per month
Financial Management & Strategy - Biweekly
Fully supportive financial management and bookkeeping with monthly reconciliations and transaction management so you’re always up to date and in compliance. Once we have the financial data up to date and accurate we can strategize for the future of your business so we ensure sustainability and calm by collaborating to create a yearly business plan to help you set and achieve your goals. We meet every 2 weeks to ensure you’re on track, discuss opportunities or issues that arise (HR, marketing, clients, suppliers, etc.) so you feel fully supported and knowledgeable to keep your business moving forward. This option is great for folks who lose focus easily, require an accountability partner to move the needle forward or are scaling up their businesses.
Starting at $1000 per month
Let’s Connect
Ready to learn more? Let’s jump on a 15-minute discovery call to see if we align.
I can’t wait to support you!