Quickbooks Online Clean up / Catch up
Who it's for:
Your books are a little (or a lot) behind. You may have been struggling to DIY or getting caught up has been on your endless list of things to do.
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You're ready to finally kick that looming dread to the curb and bring your books up to date.
There's no judgment about what your books look like now or how far behind you are.
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Catch-up services for months or years behind are available. We will explain the process and walk you through collecting the documents and receipts we need to get started.
The Game Plan:
Start at your last tax filing or whenever things went off the rails. Then you have the opportunity to transition to monthly/quarterly services (optional).
Monthly or Quarterly Bookkeeping
Who it's for:
You're ready to free up your time with fully outsourced bookkeeping. You want ongoing real-time insight about where your money is going and where your business stands.
Maybe you're most excited about never missing a tax deadline, or making decisions with confidence.
You are ready to take bookkeeping off your plate. You will receive up-to-date bookkeeping (categorizing, reconciling, and basic reporting) every period.
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Questions are welcome so you feel confident about what your numbers mean.
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The Game Plan:
Use your up-to-date financial records so you are able to understand how your business is performing each month, recognize trends, and pivot as needed.
Bookkeeping Consulting 1:1 Session
Who it's for:
If you're managing your own books but feel stuck, this session is for you.
Get one-on-one support to refine your DIY process, troubleshoot QuickBooks issues, and make sure you're tracking everything correctly. We will tackle your biggest bookkeeping pain points.
If organizing receipts, reconciling accounts, filing GST/HST or understanding reports feels overwhelming, you’ll walk away with a clear plan to stay on track.
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We’ll review your current setup, identify gaps, and troubleshoot problem areas. ​
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The Game Plan:
You’ll get personalized training to simplify your process and avoid common mistakes. You’ll have a clear, actionable plan to manage your books with confidence.
If you have questions about these packages or custom services, get in touch.
Let's help you fall back in love with your business.
Next Steps:
Option 1:
Option 2:
Book a free 15-minute consult to chat about your bookkeeping, business goals, and what’s keeping you stuck.
We’ll explore how to make bookkeeping easier, less stressful, and more useful for your business growth.
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Send us an email and we will see if we can help.
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