We’re Taking a Pause on New Clients
I’m currently away for medical reasons and am not taking on new clients at this time. If you’d like to be notified when I reopen my books, please join the waitlist below. Thank you for your understanding and support.
Dawn
Effective bookkeeping goes far beyond tracking receipts. It’s also about:
- Having reliable data to guide your business decisions
- Streamlining systems for ease and efficiency
- Maximizing tax deductions to save money at tax time
- Feeling confident that you’re CRA compliant
With us, you’re not just taking data-entry off your to-do list — you’re gaining a strategic partner who looks at your books with strategy in mind. We make sure your systems support your goals and that you’re always confident about where you stand and what’s required of you.
All Bookkeeping Packages Include
Setup
- Basic QuickBooks Setup – Creating a QuickBooks account if you don’t already have one or optimizing your QuickBooks account if you do
- System Review – A review of your current invoicing and expense tracking processes with tips on how to streamline these
- Tax Optimization – Suggestions on how to optimize any available tax deductions
Bookkeeping Clean-up
- Bringing books up to date
- Fixing any mistakes with previous bookkeeping entries
Monthly Bookkeeping Services
- Email support
- Monthly/ quarterly reports
- Sales tax tracking and filing
Pricing For Monthly Bookkeeping
| Basic | Moderate | Complex | |
| Transactions/ month | ≤ 50 | 50–150 | 150–300 |
| Accounts included | 1-2 bank/ credit accounts | 2–3 accounts | 3+ accounts |
| Monthly Fee | $200–400 | $400–600 | $600–900 |
Investment to Get Started
Setup
With us, you are getting much more than a basic setup with QuickBooks. You are also getting a full system review, QuickBooks optimization, and tax-informed advisory to make sure you are taking advantage of every possible deduction. Most businesses invest $500–$850 in this phase, depending on the complexity of the business setup, number of accounts, and the tidiness of current financial systems.
Clean-up
Fees vary based on the quality of the current bookkeeping records and the volume of work required to bring things up to date. Clean-up work is generally billed at about 75% of a regular monthly fee.
Optional Add-On Services
(to be quoted separately)
Payroll Processing
Invoicing Support
Inventory Tracking
Ready to Get Started?
Fill out this intake form to be added to our waitlist! We will reach out when we’re ready to onboard new clients to book a call.
Tax Wise 