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Getting Started

We want you to feel at ease with how we approach our services, so it's clear and easy to follow.

Consultation 

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Proposal Bookkeeping

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Contract

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Free 30 min consult covers basic intake and gives us a chance to get to know each other and how we can best serve you. 

We send you our proposal, this has service, pricing and a tailored overview of next steps and timeline.

We send you our contract to sign and review. Once that is done, we work on onboarding.

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 What we look at 

  • Transaction Volume across all accounts.
  • Accounts Payable
  • Accounts Receivable
  • Inventory Data | Updates
  • Alternative software & apps
  • Email | admin management 
  • Best practices and systems implementation

What you can expect

  • Admin Management that rocks!  We are here to answer your questions and help support you.
  • Best practices and systems implementation that is researched and guided by your business needs.
  • Integrity & organization are our driving force
  • We believe in supporting the whole business and knowledge is always shared.
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Monthly Bookkeeping 

Our package rates are is based on what your business does, not some number that doesn't reflect or go with your financial well-being. You are getting our accuracy, organizational skillset and knowledge. We are an Allie in the fog of what it takes to run a business and get organized. No Matter The Size!

 
Monthly bookkeeping rate starts at $350 + 
Quickbooks Features
Monthly bookkeeping
Admin and Systems 

  • Accounts payable

  • Accounts receivable 

  • Inventory  Management 

  • Bill paying

  • Invoice matching 

  • Chart of Accounts 

  • GST /PST  tracking & reminders 

  • Add Shopify, Wix and other accounts to QBO.

  • ​Allows for accountant to have access.

  • Tracks time.

  • Payroll (more info below)

  • Tracks mileage 

  • Customer & Vendor lists

  • Comprehensive reports.
     

  • Pickup or receive digital source documents for month end.

  • Send task reminders for Bank and Credit card statements.

  • Begin month end process.

  • Bank statement: Match-Categorize-Attach Invoices.

  • Credit Card: Match-Categorize- Attach Invoices.

  • Follow up on missing info and source documents. 

  • Journal any missing transaction details. 

  • Add external payroll information (Wagepoint etc)

  • Pull reports from other software (payroll, etc)

  • Reconcile all accounts. 

  • Review and send reports. 
     

  • Admin support | Email 

  • Client management CRM portal through PLUTIO.

  • Cloud Based tools; Qbo online, Google drive & Apps that support.

  • Communication with staff.

  • Ongoing communication with accountant.

  • Setup of month end systems and best practices.

  • Trouble shoot issues with QBO

  • Consult on new business procedures and systems.

  • Year end submission and correspondence with Accountant.

  • Year End business review & Goals
     

Payroll Services 

Our package rates are is based on employee size, amount of payroll dates, CRA tax remittance and expertise. 
 
Payroll rate starts at $200 + 
Quickbooks Features
Payroll Monthly 

  • Employee setup 

  • Direct deposit

  • Tax tracking, Workerscomp

  • Sick pay & Holiday policy's

  • Weekly, Bi-Weekly and Monthly pay shedule

  • Printing of paystubs ( sent to email)
     

  • Setup and monitor payroll & employee information.

  • Receive employee timesheets.

  • Track sick & holiday

  • Review timesheet- Direct deposit.

  • Send paystubs by email or QBO

  • Setup and remit CRA tax ( only if owner is not paying them)

  • Send payroll monthly report
     

Other Services 

Sometimes we need help with cleanups, creating systems and asking questions.
 

  • We accept books that are within one year old and have not been comingled with personal & business accounts.

  • Have all source documents.

  • Cleanup does not mean prep for tax season. 

  • Owner is willing to incorporate best practices, communicate and keep separate personal and business accounts. 

  • Between the months of May - October 

  • $$$ pricing is based on consultation and is a flat rate.
     

Clean up Books
Advanced Admin 

  • Help creating employee training on QuickBooks Online or Cash handling.

  • Setting up systems, managing inventory.

  • Don't need my services but need help setting up QuickBooks or how to start systems. 

  • Please send email to inquire $
     

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