A white-glove bookkeeping experience designed to provide accuracy, structure, and peace of mind.
Everything essential to keep your business financially compliant and running smoothly — handled for you each month.
What’s Included
Monthly bookkeeping & transaction categorization
Bank & credit card reconciliations
Receipt management & digital document organization
Accounts payable & receivable recording
GST/PST/HST filing & remittance preparation
Monthly financial reporting
✔ Profit & Loss
✔ Balance Sheet
✔ Cash Flow
CPA-ready year-end package
Priority email support
Secure encrypted client portal
Professional support powered by QuickBooks Online
A seamless, structured, premium financial experience — done right, every month.
-Catch-Up Bookkeeping
If you’ve fallen behind and need your books brought up to date, this is the perfect add-on to get everything cleaned up and accurate.
-Payroll- Bi-weekly, Semi-monthly etc.
-Accounts Receivable Management (invoicing, tracking, follow-up templates)
-Accounts Payable Support / Bill Processing
-Job Costing & Project Reporting
-Employee onboarding & documentation setup
-HR policies, handbooks & internal templates
-Employee file organization & maintenance
-Recruitment posting & applicant filtering
-System setup & integrations (time tracking, project management, receipt automation, etc.)
-Inbox organization & administrative coordination support
Business Start-Up Support
Perfect if you’re just getting started. I’ll help with business name registration, CRA accounts (GST, PST, Payroll), and basic bookkeeping system setup.
Digital Systems & Organization Day
A focused setup or cleanup session to organize your invoices, Google Drive, client folders, receipts, or workflows — so your backend finally feels clean and manageable.
Client Onboarding & Invoicing System Setup
I’ll build or streamline a complete digital onboarding and invoicing system for your business — including branded forms, automated emails, payment links, and setup inside a platform like Jobber, Square, HoneyBook, or your preferred CRM.
Year-End Wrap-Up
Perfect if your books are already up to date.
I’ll review everything, tidy any loose ends, and communicate with your accountant during tax time. Includes: Final review, minor fixes, reports sent to accountant, email support for questions.
Year-End Tax Package
A full, done-for-you year-end handoff.
I’ll organize all required documents, reports, and schedules, and send a complete tax-ready package directly to your accountant — you don’t lift a finger. Includes: Full document prep, supporting schedules (AR/AP, loan balances, payroll summaries, etc.), reports delivered to accountant, full correspondence management.