Premium back end support, built for how you actually run your business
Whether it's your books, your inbox, or your next big decision, you've got a partner who keeps things accurate, judgment free, and actually manageable.
Bookkeeping
Accurate, up-to-date bookkeeping that gives you clarity on your numbers and confidence in your decisions. This service is ideal for business owners who want ongoing financial organization without managing it themselves.
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Each monthly plan will be customized based on customer needs:
Accounting Software Setup & Management
Transaction management
Receipt matching and categorization
Dext receipt application that links to your Quickbooks account for a higher quality customer experience (value: $45 /month included in every package)
Account reconciliation
Invoice payment tracking
Monthly reports that you can understand and use
Monthly check-in
Collaboration with your CPA and year-end support
Ongoing messaging support so your bookkeeping questions never go unanswered
Add on:
HST or GST tracking and filing
Invoice creation and sending
Starting at $375/month
*Micro Bookkeeping Packages available based on business needs (inquire for more information) -
Are you behind on bookkeeping? Let’s chat about some solutions to get you caught up and back on track. Book a discovery call to make a plan and tell me more about your business.
1:1 Business Coaching
Strategic coaching sessions focused on clarity, growth, and confident decision-making. These sessions are designed to support business owners as they navigate changes, growth, and next steps.
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Includes:
Two 1:1 strategy calls each month
Slack and email support between calls
Real guidance on the decisions actually moving your business forward
This program is by application only. Send a message and we'll talk it through to see if we're the right fit for each other.
Virtual Assistant Services
Inbox management
Calendar management and scheduling
Client communication support
Data entry and document prep
Light content and social media support
CRM and systems upkeep
Support comes in two options:
Support 15 (starting at $600/mo)
Support 30 (starting at $1200/mo)
Or we can build a custom plan based on your specific needs. Please email us or fill out the form below for more information.
Not sure which service is right for you?
Fill out the contact form and I’d be happy to chat more about your business needs and create the best package for you.