Book Keeping
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Our process
Assess & Estimate
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We review accounts and assess your business needs.
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Overview of cleanup and timeline.
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​We send you our proposal and monthly estimate.
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Once you've agreed to our policies and payment is made, we get started!
We Work Together
We're thrilled that you've chosen Hello Monday! Our mission is to simplify your bookkeeping and help you enjoy a stress-free experience.
New Client
Onboarding
Onboarding as a New Client
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Consultation of business needs
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Contract Signing & Polices agreement
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Setup of Quickbooks Online Or Clients QBO
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Setup linked accounts from your bank to Quickbooks
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Clean up of books
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Setup of electronic downloads for bank accounts and credit cards.
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Organize 'Chart of Accounts' and create consistency with transaction entries.
Pricing will be determined after a detailed consultation and assessment of clients requirements, business complexity and volume of transactions.
Reliable
book keeping you can count on
Not every business needs all the same book keeping services. We can customized to your needs.
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Entering inventory and monthly updating
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Setting up GST/HST
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Accounts Payable; Invoicing and paying bills and vendors using client online banking.
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Email correspondence with vendors about invoice or bill payment reminders on clients behalf.
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Accounts Recievables; setup and invoice clients-clients
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Emailing correspondence to clients-client for bill reminders or payment.
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Balance sheet, Profit and Loss for clients to review each month.
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​Communication with accountant.
