Failure is not an option, but you need more time, more money and fewer worries to succeed.
Peace of mind
Imagine the peace of mind you will experience when your books are current, bills are paid and you no longer have to do the tasks hate. Once the basics are organized then we can take your business and your life to the next level.
Happiness and Success
We care about your happiness and success and will help wherever our expertise can be of use to improve your business. Our goal is to make you feel like you are in good hands with our services. Success starts with good habits and a solid foundation. We use bookkeeping as the foundation to improve your business and then build from there.
Certified Professional Bookkeepers
Services
We are Certified Professional Bookkeepers who offer
Full-cycle Bookkeeping, Clean-up, Software Consulting/Conversion, Training, Mentoring, Apps & Automation set up, and Improvement Projects.
We specialize in advance bookkeeping systems such as Inter-Company transactions, Inventory, Job-Costing, and linking Industry Specific software to Quickbooks
We are tech-savvy, paperless and virtual.
Service Guarantee
We guarantee that, if at any time you are not 100% satisfied with our bookkeeping service that we will take immediate action to address your needs and give you a full refund on that service.
What to expect
Lets see if we are a match
Phase 1
Get to know each other
1
Are you a Canadian business owner who wants more from your business? Are you eager to get organized, financially prepared, streamlined, and compliant? Are you willing to provide timely information and review your finances regularly? Do you currently use QuickBooks Desktop or QuickBooks Online or interested in converting to one of these? If you enthusiastically said YES! Please go to the Contact Us page, and let us get started.
Dig a little deeper
2
We will review your books and go over our findings in detail via video conference. This review will give us both a better understanding of the scope of work required and decide if we should move to the next step.
Create a custom service plan
3
We will create a list of goals, timelines and divvy up the work. Be sure to offload all the stuff you hate to do ;)
Lets get started
Phase 2
On Boarding
4
You will provide the rest of the information and authorizations needed.
Catch up / Fix
5
We will get your books current, fix any issues and offer suggestions to get compliant.
Improve your systems
6
We will continually evaluate your business progress, refine your systems and discuss your goals. We will offer suggestions on ways to streamline manual tasks, improve KPIs, save money, better manage cash flow and other general business ideas. Finally, we will discuss ways to better utilize your Accounting programs or apps.
Maintain your Books
7
We will maintain your books using our audit-proof system. Monthly video conversations are REQUIRED to review your books in detail. Timely financial reports are provided. We promise to educate you until you understand.
Yes, we will help you put out the fire. Yes, we will help clean up the mess but then you need to help us keep the books clean.
Partners
