Bookkeeping Support That Grows With Your Business
Choose the level of financial support that fits where your business is today—and where you want it to go.
Every new client begins with a Foundation Check™ so we can understand the condition of your books, identify potential risks and recommend the right level of support.
Your final monthly investment is based on the size, complexity and specific needs of your business.
Behind on your bookkeeping three or more months?
We'll get you caught up, correct past issues, and build a clean financial foundation so you can move forward with confidence.
Every Catch-Up & Cleanup project begins with a Foundation Check™ to accurately assess the scope of work and provide a fixed-fee proposal.
Framework™
Get caught up.
Stay organized.
Move forward with confidence.
Ideal for tradesperson, contractors and trucking industry businesses that want reliable bookkeeping without the stress of doing it themselves
Includes:
-
Monthly bookkeeping
-
Bank and credit-card reconciliations (max 3 accounts)
-
Transaction categorization
-
GST tracking
-
Month-end review
-
Standard financial statements
-
Year-end accountant package
-
Secure document collection
-
Email support
Organized books and confidence that the essentials are being handled
Momentum™
Better Systems.
Better Information.
Ideal for Established businesses that need better reporting and more insight into their numbers
Includes everything in Framework, plus:
-
Additional account reconciliations
-
GST filing support
-
Payroll
-
Monthly review meeting
-
KPI snapshot
-
Priority email support
Clearer financial information to support day-to-day business decisions.
Built to Grow™
Financial Clarity for growing Businesses
Avenir Light is a clean and stylish font favored by designers. It's easy on the eyes and a great go-to font for titles, paragraphs & more.
Includes everything in Momentum,
plus:
-
Cash flow reporting
-
Budget vs. Actual
-
Custom KPI dashboard
-
Quarterly planning meetings
-
Financial insights and recommendations
-
Priority call and email support
Ongoing financial insight to improve cash flow, profitability and decision-making.