Want to stop stressing about your bookkeeping & accounting?

Let's talk about working together

You’re an entrepreneur, running your own business, doing something you’ve dreamed of for ages. But who knew that working for yourself meant you had so many roles to fill? Are you beginning to feel like you’re burning the candle at both ends?

Are you so busy “being busy” that you just can’t get to do everything on your ever-growing “to do” list? Are accounting and bookkeeping always being pushed down to the bottom of that list?

Do you imagine a world where your invoices to clients, bills, receipts, HST returns and year-end tax filings are all organized, accurate and up to date? Where you can find your financial “stuff”? Know who owes you and who you owe? All that boring recording and organizing “stuff” is handled?

Have you ever wondered about the power of up-to-date numbers and how accounting and bookkeeping can help you better manage your business?

If so, I can help.

Keep Calm and Hire Me

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

I provide my clients with a full range of bookkeeping, accounting and advisory services.

What can you expect when we work together?

Less Stress

Organized and up to date.
One less big item off your "to do" list.
HST, Income Tax and other government payments done right and on time.
No longer in a fog about your finances.

More Time

More time to spend on doing the things you love.

Higher Confidence

You've made the right choices in bookkeeping software.
Books in order and done right.
You know how you are doing financially.
We've brought order out of chaos.

What else?

Advice and Expertise

The stereotypical accountant or bookkeeper is perceived as a math nerd, boring, and focused on taxes; the really good ones love to solve problems and help you achieve your goals. A great bookkeeper or accountant provides advice on business goals, processes, and methods—based on your numbers and our knowledge and experience with our own businesses and our other clients. All of my knowledge and experience is at your disposal. I have a very collaborative working style. I’ll provide you with options and we’ll discuss the best way forward that works for you; I consult, I don’t dictate! It’s my responsibility to ensure that you get the right tools (products and services) from me and others to succeed and achieve your goals. Oh, and did I mention that your accountant will love you when it comes to your year-end and tax time?

Interested? How do we get started?

Here's the roadmap ...

Circle with #1

"Getting to Know You" Consultation

Complimentary, 30-minute telephone call

Circle with #2

Deep Dive Assessment Meeting

Face-to-face discussion detailed talk

Circle with #3

We start to do the work!

We schedule our sessions and dig in!

Step 1: "Getting to Know You" Consultation

Tea pot and cup
Getting to know you, getting to know all about you...my cup of tea

We hop on the telephone for a 45-minute, complimentary, no-obligation “Getting to Know You” consultation. I’ll ask you a whole bunch of questions to evaluate where you are now, where you want to go, and what you expect to get out of us working together. And yes, you’ll also have time to ask me questions.

If we do decide that we’re a good fit, we’ll schedule the next step. If we’re not a good fit (now) that’s OK. (It happens—better to figure that out now!)

Step 2: Deep Dive Assessment Meeting

Deep Dive

Next, we get together for a second, no charge, no obligation consultation, face-to-face.

I always buy the coffee for this one.

I’ll bring along another set of questions where we’ll get into the nitty-gritty of your business and its bookkeeping and accounting needs. We’ll discuss your needs, results, scheduling (how often we’ll need to meet), how long it it’ll take to catch up if you’re behind etc. We’ll also start establishing who will be responsible for what tasks.

Step 3: We start doing the work!

"Let's do the work" -- Working with Quickbooks
  1. We arrange an appointment
  2. We meet at an appropriate place
  3. I do your bookkeeping, and at the end of a session, you’ll be up to date
  4. We’ll review your financials to date and any other benchmarks we’ve established are important
When it’s time, I’ll prepare the “year-end” file for your accountant so she can prepare your financial statements and tax returns.

Sounds like a plan? Then let’s get started. Contact me. Stop stressing over your bookkeeping and accounting.

Smiling, Happy Woman
Less Stress
More Time
Higher Confidence
AccountingWizard Solutions and You.