Pricing

Right-sizing your price

A few words about your investment ...

I provide a fixed price and a set of packages for you choose your best fit.

Most bookkeepers and accountants will quote you an hourly rate.  I—and a growing number of my colleagues—think this is a silly way to price our services. And, it’s unfair to you.

An hourly rate means that you have no idea what the final tally will be until the work is done. There’s no incentive—in fact, there’s a disincentive!—for me to find better and more efficient ways and means of working with you. That doesn’t seem right to me … and it’s not fair to you. (I was recently on the receiving end of this when my computer needed repairs—and it was SO frustrating! Do you ever take your car in for repairs and they say “We’ll tell you the final bill when we’re done?” I don’t think so!)

Do you ever take your car in for repairs and they say “We’ll tell you the final bill when we’re done?” I don’t think so!

Instead, I provide a fixed price, just like your car repair shop or your plumber.

We’ll talk about your company and we’ll take into consideration your needs and requirements—because everyone’s are different. Your investment is tailored to you, and not the needs of some “average client”.

I like to call it “right-sizing the price”—because it’s the right price for the right set of services for you.

You can budget and plan. No unexpected, shocking invoices.

I focus on providing value to you—not hours. I’m constantly thinking about what else I can do to help you to make your life better. I’m always on the lookout for ways and means to become more efficient. I keep learning so I can provide better advice and solutions to your business problems.

My fees are based on providing you the outcomes you desire.

So tell me about your service packages!

Premium

The most popular option

"Let the Wizard do it"

This is the top of the line package with all the bells and whistles. It’s for you if just want to let the magic happen, while getting the maximum amount of information and support.

Full

The most popular option

“Let’s do it together”

This is for you if you want a “Done by You and Me” approach. You want a system where you do your part and I do the rest, and know that everything is in the right place. You’ll have the total confidence and clarity about your books.

Essential

Filler

“DIY with support”

This package is for you if you want to do as much of the work as you can on your own, and have a second set of eyes to review and provide some basic advice. You’ll have a pro at your back helping you out and holding you accountable.

All of the packages include:

Full Bank, Credit Card and Loan account reconciliations

Reconciling your books to your bank account balance is the first step to ensuring that your numbers are accurate and complete. It means there are no missing or unexplained transactions, your sales figures are correct and all your expenses and deductions are accounted for!

Regularly scheduled days just for you!

You’ll have a day that’s regularly scheduled just for you on a quarterly basis so you’ll always know when I’m working on your books.

The Full and Premium packages add an upgrade to monthly updates.

Updating your Chart of Accounts

Your “Chart of Accounts” is the list of accounts needed to run your business; it includes sales, other income types, expenses and assets (stuff you own) and liabilities (stuff you owe). As your company grows the Chart sometimes needs changing to keep pace.

Updating your Fixed Asset Lists

You need to keep track of your major, long term assets (stuff that you own) so that they can be properly depreciated (and you get the maximum tax benefit). I’ll create the appropriate reports for your accountant and we’ll keep track of all of those assets (when you buy them and if you get rid of them).

Entering Supplier Invoices and other expenses

You need to know what you spent and where you spent it. I’ll enter your expenses into the correct categories (or “accounts” as we accountants call them!) so you’ll be able to see where your money went and be able to make more informed decisions.

Expense Monitoring

Managing your costs is vital. I’ll work with you to identify the most critical costs in your business (and they’re different for everyone), and I’ll keep a close eye on them. If something changes—I’ll let you know and we’ll discuss it. Having a second set of eyes on those important items never hurts!

The Premium and Full Packages add the following (and more!)

Reviewing and Filing your HST

You need to keep track of your major, long term assets (stuff that you own) so that they can be properly depreciated (and you get the maximum tax benefit). I’ll create the appropriate reports for your accountant and we’ll keep track of all of those assets (when you buy them and if you get rid of them).

Unlimited email and telephone support

What if you have questions about your bookkeeping?

With the Premium and Full packages, you get unlimited email and telephone support—including, if needed, a Zoom call where I can take over remote control of your screen and step you through what needs to be done for your future reference.

What if you have some general business questions?

You don’t have feel like the meter is ticking anytime you contact me—because it isn’t!

Regular Financial and Strategic Review Meetings

We’ll meet on a regular basis to discuss the meaning of your financials and other management issues, compare your progress, and discuss any plans for the future.

Looking at your numbers once a year is like always driving your car in reverse, and steering by looking in the mirrors—you’ll get to where you’re going, but slowly and painfully—and probably late. Let’s get proactive and move forward! confidently.

Want to know more?

Book your 30-minute Shmooze and Coffee below and we can talk a little bit about you and your business and see if we’re a good match. No charge and no obligation, just a call.

 Pick the day and time that fits your schedule. (so nu? What are you waiting for?)

I'm the guy you call when you absolutely, positively hate doing the books.