Right-sizing your investment
A few words about your investment ...
I charge a fixed fee based on the package of services that you require. I have a basic set of packages that can be tailored to your needs and the best fit for YOU, so that you’re confident that you’re getting the best solution for your business.
Most bookkeepers and accountants will quote you an hourly rate. It’s a silly way to price 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 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!
We’ll talk about your business 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”.
And yes, that means that your investment may be different than someone else’s.
I like to call it “right-sizing the fee”—because it’s the right fee for the right set of services for you.
You can budget and plan. No unexpected, shocking invoices. You have certainty about your investment.
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!
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.
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.
“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
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.
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
If you’re registered for GST/HST, you need to file returns. I’ll make your life easier by completing and filing the returns with CRA. If you’re an annual filer, I’ll calculate and remind you about your quarterly installments.
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?
We’re a hot match if:
And you must, must, must have a great sense of humour because, well, that’s absolutely required when working with me.
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?)