All plans include:
A. 1:1 Intake & Strategy Session
One 45-minute recorded call that assesses your needs from top to bottom – so we can create a unique money system which fits your needs. By the end of the call, l you’ll know where to start and what type of software or system you should choose!
B. Personalized Training Component
No cookie cutter solutions here. A series of video tutorials that are specific your needs will be loaded to your training library that you can refer back to at any time.
Your system, your training, specifically in the areas where you need the help.
C. Free Private Facebook Group
You’re not in this alone! That’s why you’ll have continuous support through a community of other like-minded entrepreneurs who are committed to managing their finances successfully (access from 3-12 months depending on package)
StarterYou have a new business BUT you want expert guidance now so you're set up for success
- Includes 4 hours of customized training/systems set up
- An in-depth review of your current money tracking system and suggestions for changes that will help automate and save you time/money
- We can review and fix your current system and optimize through integrations or add-ons (such a Zapier, changing payment processors or accounting software etc)
- Personalized training for you to allow things to “flow” in a manner that you can handle the system going forward
- – Does not include any software, data entry, reconciling. We have Add-ons (below) for this if needed
- – Does not include any check-ins or 1:1 support outside of the package window (max 4 weeks). We have Add-Ons for this too!
GrowthYour business is gaining momentum. You know you need a money tracking system BUT you aren't ready to hand it all over yet
- One 60-minute call or two 30-minute calls that will assess your needs and create a unique money system to fit your needs. This is in addition to the 45-minute 1:1 that is included in all packages+ Basic Set-Up of your new accounting system
- + Training you to use the system we create so after the 3 months you will be handling your own bookkeeping going forward so no ongoing costs
- Support by phone and email as needed (yes as much as you like – truly) for the initial set-up & throughout the full 3 months of the package. No extra fees here!
- Monthly Check-ins with you (for 3 months) and your bookkeeping system to make sure things are running smoothly and to catch any issues before they start. This can be 1:1 zoom meetings, email or phone calls.
- – Does not include entry of past data other than transferring starting balances to the new system or any software. Add-ons available below.
ScaleYour business has "hit it's stride". You are making the move from employee to CEO in your business. It's time to bring on a solid team to support your long term growth
- Full Service, “We do it For You” Bookkeeping Package. We set-up your systems, train you (or your team) as much as needed and then we are off to the races. The main goal is making the whole process as automated & simple as possible.
- Monthly entering & reconciling of all income & expenses, Profit Loss reports with review via email with suggestions for tax savings etc.,
- + Unlimited support (email, slack or phone)
- This package is custom priced per client as it will depend on your needs and volume of transactions/integrations.
- Add-on items include payroll processing, Personal & Business Tax Prep, Government Remits for GST/HST, Tax Planning Strategy etc.
- – Does not include accounting software which allows us to choose the best option for your business
- – Only Basic package available for US-based businesses. The add-ons above are only available for Canadian based businesses
(Add-on options to your package if we determine they will be a good fit for your money tracking system)
Hubdoc 3 month Subscription $75
Normal monthly cost is $25 CAD/month.
Monthly 45 minute Live 1:1 call with Kelly $125 CAD/month
Think of this as your monthly accountability and planning sessions
Clean Up/Catch Up Retainer $250/$500
You planned to keep everything up to date but it got away from you or perhaps your business is hair straight back all of a sudden.
Don’t worry we have your back!
Data Entry & Bookkeeping catch up work is completed using a retainer system that starts at $250 or $500 depending on your needs.
The hourly rate for bookkeeping work is $65/hr and any admin work is $30/hr
Annual Support & Accountability Package $149 monthly/$1600 paid annually
You don’t want to lose the momentum we’ve created together and know you’ll need some help along the way as you progress.
You want to make sure you keep up with your system and have it looked over on a monthly basis to catch any sidesteps or mistakes as they happen instead of waiting until tax time AGAIN!