The clients that we serve are predominantly:

• Online coaches and service providers
• Service based entrepreneurs & health & wellness practitioners
• Therapists, counsellors, psychotherapists
• Service based solopreneur
• Real Estate Agents
• We are currently just taking on sole proprietors, but check back in to see if we're accepting new corporation clients if that's what your business is

The types of businesses that we don't work with are:

• Inventory based
• E-commerce
• Agricultural businesses
• Partnerships
• Businesses who use Scotiabank (there's too many issues with integrating with bookkeeping software)

The main softwares I use with my clients are Xero and Hubdoc (receipt management).

No you don’t, we’ll get that set up for you! We offer bookkeeping set-ups and catch ups (along with monthly done for you bookkeeping) and utilize our favorite account software, Xero.

Services are based on many factors - how many bank accounts and payment processors you use (business checking account, credit card, savings account, LOC, Stripe, PayPal, Square, Wise, etc) as well as how many transactions you have each month, how you invoice and receive payment, etc. I need to know these factors as well as more information, which I receive based off of your application form and during a free discovery call. After that call I will take that data and be able to give you a quote for services moving forward. This is why I will not email a quote because these factors need to be known first.

Our monthly base bookkeeping package starts at $350/month and varies depending on the specifics of your business (plus sales tax and the cost of Xero's software subscription).

If your bookkeeping is months or years behind, a "catchup" will be needed before you can become a monthly bookkeeping client. Catchups are a 4 figure investment ($1000+) as we're doing multiple months at once (we do offer payment plans as well).

There isn’t a specific set amount as every business is different, but if you’re making under $40,000/year, it can be most beneficial to be doing your bookkeeping yourself. The Tax & Profit Planner can be an amazing tool for you to use to do this.

When we work together, you can say goodbye to relying on shoeboxes of receipts because we proactively understand your numbers so you can more effectively and exponentially grow your bottomline (& in turn can get paid more personally from your business!).

You receive a lot more than just a checkmark that your books are done when you work with me. Bookkeepers can be valuable team members and that’s why you want someone who will grow with your business.

If we are a fit to work together, you will need to have a business checking account set up (if you don’t already have one, email me and I can send you my top recommendations for business bank accounts for Canadians and Americans). If you have a separate credit card you can use for your business transactions (if can be a personal one, but only used for business) that is also suggested. We want to make sure you have your business and personal finances separate.

If you're a Canadian and you are required to charge sales tax, we will need you to upload/forward your receipts each month in order to track sales tax properly (as it doesn't show that breakdown from your bank account and credit card statements). We only work with clients who are willing to consistently upload their receipts each month (for those required to charge sales tax)

I only work with clients who want their bookkeeping done on a monthly basis (versus quarterly). I have a personal value that as business owners, it’s so important to have up to date financial reports to make really solid business decisions, to be on top of setting money aside for taxes and managing your money really well.