S O U N D F A M I L I A R ? 👀
you didn't start your business to spend weekends on spreadsheets
→ you're not 100% sure your books are actually right 😬
→ tax season is a scramble every. single. year.
→ you've been "catching up on bookkeeping" for three months now
→ you want to make smart decisions — but you can't see the full picture
→ you want to lead your business. not be buried in it.
you want to run your business, not clean up after it ✨
W H A T Y O U G E T E V E R Y M O N T H 👇🏼
everything, handled ✨
📊
transaction review and categorization for 3 accounts
💬
unlimited support for any and every question
🧾
monthly/quarterly GST/HST support
📂
access to a secure bookkeeping client portal
📈
professionally reviewed reports ready for you monthly
📞
add on review calls as a discounted rate
🗂️
qbo file maintenance, so everything finds its place
ok so what actually changes 👀
Y O U S T O P 🫣
→ touching your books entirely
→ lying awake wondering if anything is right
→ dreading tax season every single year
→ making decisions without knowing your numbers
Y O U S T A R T 🤩
→ trusting what is in your QBO file
→ getting reports that actually make sense
→ filling on time, every time
→ using your numbers to plan, not panic
here is exactly how this works 👇🏼
✔ T H I S I S F O R Y O U I F Y O U ' R E :
→ ready to full hand your books off 🙌🏻
→ building with intention, not just staying compliant
→ cool with using professional tools to make your life easier
→ willing to upload receipts and trust the process
✗ T H I S I S N ' T F O R Y O U I F Y O U :
→ want to micromanage every transaction
→ are not willing to use the required tools
→ need deep cfo-level cash flow work
→ want to consistently delay uploads or avoid receipts
''
parker is not only a gem of a human being, but also so helpful with money and making sense of money.
he talked to me about finance in simple terms that made sense to me (a very financially illiterate gal) and kept things simple.
K A T E | S E R V I C E P R O V I D E R
T H E I N V E S T M E N T 💸
what it costs (+ some addons)
$500/month
6-month minimum · 2 accounts · monthly reconciliation · GST/HST filings
P&L and Balance Sheet · unlimited Q&A support · client portal access
A D D - O N S A V A I L A B L E*
+ invoice management
+ bill pay
+ payroll
+ extra accounts
+ review calls
+ multi-currency support
add-ons priced based on scope and complexity
p.s. missing deductions, scrambling at tax time, and making decisions without real data cost way more than $500 a month... xoxo
okay let's get you sorted
fill out the form below and i will be in touch within 2 business days. no commitment yet, just a conversation! 🫶🏻