My bookkeeping packages are priced based on the amount of monthly expenses your business incurs, with consideration given to your level of effort in working within my system structure.

Look at my fee as simply a service charge on your expenses. Working out to approximately 1-3% of your monthly expenses, it is just GOOD business sense to properly and efficiently organize your finances AS we move through the year, vs scrambling to tally everything at the last minute for tax time or when you need to provide current financial information to banks or other entities.

Clients who consistently deliver their paperwork to me and manage their own invoicing/collecting will land at a lower rate applied to their expenses. By utilizing the document delivery system and invoicing system that I will provide, a client can reduce their bookkeeping fee by approximately 1% of their total monthly expenses.

I am your dedicated account manager and will respond to your email messages within 48 business hours. For customers seeking more hands-on support, the upgraded package includes priority communication via our our monthly 15 minute zoom connection call.

I wish I could offer a 100% guarantee that your messages will be responded to as quickly as you may like. I currently work alone without support staff and I feel very strongly about dedicated “down time”. While I often work weekends I remain out of contact. Zoom calls are available weekday mornings as I prefer to keep my evenings as personal time. My email is checked/responded to once per business day. Sigh – Balance

Yes I do offer payroll services.

As we approach 2023 I am determining which cloud based payroll system I will be using.

Payroll service will include facilitating the Government Remittances, reporting/remitting to WCB, and employee forms.

Yes, I handle sales tax filings but am unable to make the actual payment from your account. By default all packages come with sales tax filings.

No, I will not take over client invoicing or payable processing at this time. I have provided this service in the past and have found that it becomes far too chaotic in terms of my own workflow to produce and send out your customer billings in an expedient manner.

Instead – I will set up our system so that you can access it from tablet/phone/desktop and prepare your own invoices. The system will send the invoices via email and if you wish to accept their payment via Stripe credit card I will assist in this set up. This will provide you the ability to view your Receivables in current time AND sent out reminders when needed.

Regarding payable processing – my ideal clients pay their own bills via a business credit card and/or check/etransfer from bank.

I help small businesses from various industries.

In the 15+ years I have provided bookkeeping services my clients have generally been in the trades and professional services niche.

As I move into this new phase of my business my goal is to partner with business owners and professionals who are tech-savvy, organized, and willing to work within some simple systems that will allow for a smoother and more organized workflow at my end.

You will look after your own receivables using our shared accounting program (phone/tablet/desktop access) which will increase the efficiency of your billing and receipts.

After 15+ years of working in chaos I have decided to tighten up my systems and policies.

In order to provide the best possible service I need my clients to communicate and work within my workflow management system. I will not respond to social media communication for bookkeeping matters.

Clients will upload/direct their receipts via scan/email to their dedicated document storage account. Small random receipt images can be captured on the fly with a cell phone.

Clients will facilitate the connection between the accounting program and their bank & credit cards so that the data feed is currently refreshed, allowing me to keep their finances very current.

Commingling personal expenses and/or using personal funds (bank/credit/cash) to pay for expenses is a habit that will need to be reduced or cut out entirely. It presents an unnecessary layer of messiness and exposure to your books.

I know it’s scary handing your business over to a new accountant or bookkeeper. Trust is my number one priority and I do everything possible to maintain that relationship. You can rest easy knowing that I have been providing bookkeeping services for over 15 years with several clients having been with me that long. I am using proven and secure technologies, and hold myself accountable each and every day. After all, your business is MY business!

Absolutely, I can clean your accounting file or catch-up historic accounting data to date prior to the start of your monthly bookkeeping engagement.

Your financial data will always belong to you. During our offboarding, I will transfer account ownership to you along with any other information required to maintain your financial records. Any documentation that I generate during the course of our engagement will be maintained for my records in accordance with typical policies and procedures.

My onboarding process is efficient and painless and typically takes on average 30 days. Because onboarding requires input from customers the timing can vary depending on circumstances. During onboarding, I set up your cloud-accounting software, link your financial institutions to the accounting software as well as set you up for online document delivery and storage, create workflow and monthly checklist items, and train you and your team. If there is extra catch-up bookkeeping work to be done, then onboarding might take longer than 30 days.

Cash bookkeeping only tracks when money enters or leaves a bank account. Accrual bookkeeping is a more intricate method of recording transactions when the transaction actually occurs as opposed to when the money is withdrawn or deposited. This allows me to provide more accurate financial information for you to make critical business decisions.

At this time I only serve small businesses operating in the Canadian provinces of British Columbia and Alberta.