Services & Pricing

As your bookkeeper, I can support you with:  

• Weekly, Bi-weekly, Bi-monthly, or Monthly Payroll processing for up to 10 employees

• PD7A calculations

• WSIB calculations

• T4 package preparation and slips at year-end

Subscription and transaction fees charged by your payroll processing provider are not included.

Things may come up throughout your fiscal year that don't fit into the scope of work that your flat monthly price was based on.  No problem - we'll work together to plan for these 'out of scope' tasks to ensure that you can make an informed decision about whether or not you're ready to invest in a particular project.

• Researching specialized software to assist you in your business.

• Converting your accounting data into a new software/platform.

• Initial set-up of your QuickBooks Online (QBO) file.

• Creating custom notes and instructions to assist your team in performing general bookkeeping tasks.

• Other time-consuming or technical tasks that may come up along your self-employment journey!

Even with the best planning, the universe sometimes throws a curveball that forces you to pivot.

If you find yourself in a bind, please consider giving me a call—I may be able to help!

• Accounting Firms: Facing a messy year-end client file that needs cleaning before financial statements can be prepared?

• Bookkeeping Firms: Need an experienced, remote full-cycle bookkeeper to help your team meet commitments and deadlines?

• Business Owners: Have a staff bookkeeper taking a short-term leave or a well-earned vacation?

• Lawyers: Drowning in pages (and pages!) of financial disclosure that need to be organized and summarized into something manageable?

I specialize in stepping in quickly, bringing order to financial chaos, and helping you meet your deadlines with confidence.

Good Habits that could make a big difference:

• Separate your accounts: Open separate business bank accounts and credit cards for all business transactions. Keep your personal transactions out of these accounts as they could create tedious work for you and your bookkeeper to separate transactions, increasing the time and guesswork needed to accurately categorize your business's true income and expenses. 

• Go paperless when possible: Opt-in for e-statements from banks and vendors to reduce paper clutter. 

• Keep organized digital files: Utilize cloud storage for scanned receipts and invoices for easy access and organization. Missing key receipts and paperwork could make it difficult for your bookkeeper to separate sales tax and categorize expenses, often requiring them to omit legitimate business expenses or have to make educated guesses that may not hold up in an audit. 

• Schedule regular 'money dates' with yourself: Set aside dedicated time each week to review your financial records and communicate with your bookkeeper.  Committing as little as 15-30 mins each week will keep you informed and on-track!

• Communicate clearly and timely: Maintain open communication with your bookkeeper, providing clear instructions and asking questions when unsure. Procrastinating can lead to a backlog of work, requiring your bookkeeper to spend significant time cleaning up messy books or catching up on tasks.

• Pay bills on time: Avoid late fees and interest charges by ensuring your bills are paid promptly.