SERVICES ON A BUDGET

If you are on a budget and just need some guidance on your business’ bookkeeping preparations and processes, I can assist!

In addition to the ongoing bookkeeping services, consultation services are offered to assist business owners who want to take on their own bookkeeping but need some guidance along the way. This can be in the form of emails or meet via Zoom, to help with getting your business off the ground! These services are affordable so you keep your business budget in check while gaining the knowledge to support and track your business’ balance sheet. If you are feeling confident with your bookkeeping skills and just need a little more direction, I am here to help! We will be growing our learn to videos over the year that will act as on going reference tools.

QUICKBOOKS SET-UP CONSULTATION

IF YOU ARE LOOKING FOR A ONE TIME/PERIODIC ASSISTANCE IN GETTING SET UP WITH QUICKBOOKS ONLINE, I CAN HELP! WE CAN ALSO SCHEDULE A ZOOM CALL TO TAKE YOU THROUGH THE PROCESS.

  • QuickBooks Set-Up & Integration

    • Import data from your previous software system to QuickBooks On-line

    • Assist with general account set up to ensure QuickBooks software is catered to your business accounting needs

    • Chart of accounts set up so all transactions are allocated correctly in the software

  • Bank Feed Management & Rule Set Up

    • Navigate the bank feed and how to import data or link your bank account to QuickBooks On-line

    • Create rules in the bank feed to assist with transactions to be entered in efficiently and accurately

  • Accounts Receivable Set Up - Estimates, Invoicing & Sale Receipts

    • Set up invoices to reflect business needs and to include the necessary information so income is received in a timely manner

    • Set up products and services so they are allocated to the correct accounts

  • Accounts Payable Set Up - Billing & Payments

    • To advise how to set up billable expenses to pay suppliers in a timely manner and to allocate cost of labour to the customers

    • Set up bills to accurately track expenses that need to be paid

  • Payroll Set Up - Employee Set Up & Management

    • Assist setting up employees information in QuickBooks Online so payroll deductions are accurate.

    • Overview of payroll runs and how to make adjustments when necessary

    • Overview of payroll source deductions and how to submit to CRA via QuickBooks Online

  • Sales Tax Preparation & Filing

    • Go through the steps of setting up sales tax in settings

    • Discuss how to download reports to check for errors before tax filing deadline

    • Step by step of processing tax filing in QBO and best strategy for tracking payments.

  • BANK RECONCILING

    • For those business owners that are feeling confident in their bookkeeping skills, we can help assist with reconciling their bank accounts and all account balances.

    • If there are any major fixes that can’t be solved, we can assist from there.

  • QBO Reporting

    • To assist with creating meaningful reporting for your business such as profit and loss, accounts receivable aging summary, balance sheet and much more!!

BOOK YOUR FREE 15 MINUTE CONSULTATION.

We want to hear from you! Please fill out this form and to include in the message a day or time that works for you to set up your FREE consultation, and to answer any questions you may have.