Scale Package
The Scale bookkeeping package is designed to make bookkeeping for your online business a breeze! No more headaches or being tormented by tedious tax questions. It’s like Tylenol for your business finances. Ahhh, relief!
Want to know about “how” we work together in a cloud-based, virtual system?
Well, we sure don’t do things the traditional way. Check out the video to see how it works.
You get all your paperwork & receipts sent to us electronically, we set up your systems, train you as much as you need, and then we’re off to the races!
Our goal is to make your personalized Money System as easy and time-saving as possible.
Want to know about “how” we work together in a cloud-based, virtual system?
Well, we sure don’t do things the traditional way. Check out the video to see how it works.
You get all your paperwork & receipts sent to us electronically, we set up your systems, train you as much as you need, and then we’re off to the races!
Our goal is to make your personalized Money System as easy and time-saving as possible.
The Scale Package Includes:
- 45 Minute Intake & Strategy call that assesses your needs from top to bottom. By the end of the call, you'll know where to start and what type of software or system you should choose!
- Full Service Monthly Data Entry and Reconciling of all income and expenses. Includes 2 bank and 1 credit card account reconciliations per month. Includes up to 50 payment processor (Stripe, PayPal etc) transactions per month.
- Personalized Training specifically in the areas where you need the help.
- Initial Set-Up / rework of your accounting system software (software not included). This includes any transfers of starting balances to the new system.
- Unlimited Support via email, Zoom & phone.
- Quarterly Zoom Meetings to review financials, update business goals and set up projections for the next quarter.
- Monthly Income Statement/Profit Loss Report with personalized review and suggestions for tax savings etc.
- Pay your own bills, send your own invoices, and we’ll take care of the rest.
- Does not include the accounting software which allows us to choose the best option for your business.
Know this is what you want? Ready to get started?
Want to know how to get started? Let’s book a time to chat about it!
Set up a free 20-minute consultation and we’ll figure out what you need and all the costs involved.
Frequently Asked Questions:
How does the Scale Package pricing work?
Does the Scale Package include the cost of software?
What software programs will we look at?
Do you offer a guarantee?
What is a money system, anyways?
Personalize it with Plus!
Since each business is unique, you can personalize your SCALE Package to your liking with Plus add-on services.
This way, you get all your bookkeeping needs taken care of – without paying for things you don’t want!
We recommend:
This way, you get all your bookkeeping needs taken care of – without paying for things you don’t want!
We recommend:
- Hubdoc Online Document Storage & Retrieval Think of it as your online filing cabinet! It will be your new best friend. $25 CAD/month
- Xero Basic Package Accounting Software $30 USD/month (Add for $10 multi-currency)
Well, what are you waiting for?
Stop drowning in paperwork and get on board! Back away from those receipts, my friend.
Take my hand. Help is here.
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