Understanding your numbers takes the guesswork out of estimating jobs and provides more freedom…

Instead of worrying about the day-to-day numbers, meeting deadlines and staying compliant, we take care of it for you, freeing you up to do what you do best.


Right now you’re spending precious time on tasks you could be outsourcing and you know that your time is better spent serving your clients.

Let’s get you from…


  • Paper-based

  • Outdated numbers

  • No time to work on business

To…

  • Paperless

  • Up-to-date numbers

  • Automated tasks

  • Focus on what you do best

Basic

For companies just starting out

  • Quarterly bookkeeping

  • Sales tax filings

  • Tax ready books

  • Annual CFO meeting

Packages

Intermediate

For businesses needing help getting to the next level

  • Monthly bookkeeping

  • Sales tax filings

  • Tax ready books

  • Quarterly CFO meeting

Advanced

For businesses wanting a CFO in their back pocket

  • Weekly bookkeeping

  • Sales tax filings

  • Tax ready books

  • Monthly CFO Meeting

  • Payroll services

  • Project costing

  • Cashflow forecasting

Book a call or send an inquiry to see how we can help you!

FAQs

  • Bookkeepers really enjoy handling the daily financial details of your business. They've got the knowledge to compare your numbers with industry standards and find areas where you can do even better. While some accountants do bookkeeping, most will assign that to someone else, which can end up costing you more. Accountants are experts in tax preparation and can dig deep into your finances for analysis.

  • Just so you know, we're not certified to prepare and file taxes right now. But don't worry, we've got your back! We can connect you with some tax specialists who can help you out.

  • If you already have a QuickBooks Online account, we'll log in once you give us access. And if you don't have one yet, we'll create one for you with your permission. Just so you know, QuickBooks Online is super secure with password protection, firewall servers, and even uses the same encryption technology (128 bit SSL) as the big banks.

  • To get started, we need QuickBooks Online and Dext for receipt management. We're big fans of Microsoft apps too! If we need any other apps, don't worry, we'll make sure they're super secure. And don't stress about the tech stuff, we make it easy and worth your while.

  • Sure, you could do your own books, but why spend your precious time on bookkeeping when you could be focusing on sales, production, or even having some fun? Plus, having a bookkeeper can make your books audit-proof and accurate for tax time.

  • Hey, no need to stress! That's what we're here for. We'll break down your finances in a simple, easy-to-understand way, so you can make informed financial decisions for your business, employees, and yourself.

  • We'll work together to get your account set up and collect any necessary documents for both your personal and business accounts linked to QuickBooks. Once that's all squared away, we'll need you to upload receipts and documents to Dext every week and answer a few questions here and there for any additional info we might need. As long as you stay on top of the requested information, your bookkeeping won't take up too much of your time. Depending on your plan, you'll either get a Financial Video to watch or join us for a 45-minute Zoom Financial Video Review each month.

  • Just so you know, all the info in your QuickBooks Online account belongs to you. If you ever decide to stop using our services, we'll give you full control of your subscription and remove ourselves as an Account User.

  • So, when it comes to bookkeeping rates, it all depends on how many transactions you've got going on each month, how many bank accounts and credit cards you're dealing with, and any extra services you want to add in. We review our bookkeeping rates at least once a year.