Guided Bookkeeping™

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You do the bookkeeping. We help you get it right.

Not every business owner wants to outsource their bookkeeping—but no one wants to wonder if they’re doing it correctly.

Guided Bookkeeping™ is designed for business owners who want to stay involved in their books while having the confidence of knowing an experienced bookkeeping professional is available when they need guidance.

With over 30 years of bookkeeping and tax experience, we provide practical advice, review your work, and help you avoid costly mistakes—without taking over your bookkeeping.

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Is Guided Bookkeeping™ Right for You?

This service is ideal if you:

• Want to save money by doing your own bookkeeping.

• Need help deciding where transactions should be posted.

• Want reassurance that your books are accurate.

• Need support before filing your GST.

• Want access to an experienced professional when questions arise.

• Prefer learning and understanding your financial records.​

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What’s Included

✔ Initial review of your bookkeeping file

✔ Chart of Accounts review and recommendations

✔ Guidance on coding transactions

✔ Answers to bookkeeping questions by email

✔ Monthly review of your bookkeeping records

✔ Review of your bank reconciliation(s)

✔ GST review before filing

✔ One 30-minute bookkeeping support meeting each month

✔ Year-end package prepared for your accountant

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     Monthly Investment   $250.00/mth

     (Additional support meetings and services are available as your business grows)