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Services

Welcome! We do things a little differently here....

After working with and listening to many prospects and clients, we have decided it's best for all parties involved to be able to "pick and choose" which services they need. 

We have "crunched the numbers" and came up with an efficient way for you to choose your own services A La Carte. We love working with new businesses who are just getting going and need extra help in the bookkeeping area, but have found that our flat rate pricing for full-charge bookkeeping just isn't going to cut it for their budget. They may only temporarily need Receivable and Payable help...or they may have the data entry part covered, but just need a professional eye for the bank reconciliations. With our method, we can still help those businesses we are passionate about and make sure they get the professional accounting they need without having to sacrifice anything. 

This "pick and choose" method works great for new and for established businesses. How? Because the way we have packaged and priced these "products" it can benefit all business sizes. 

There is no contract, you can decide to not continue with our services next month...or you can simply "pause" it until you are ready to get going again, this ensures your pricing will stay the same. Say you're having a rough month, but you don't want to lose the relationship you've started with us...no problem! We understand. Simply pause our services and we will patiently wait for you to return in the coming months. 

How does this work?

Simply browse our services below and add the ones you need to your cart. (Within each service is a full description of what you can expect from that service.)

Add each service until you are ready to checkout

Leave your phone number when prompted at checkout 

You will receive an emailed receipt, a confirmation email that we received your order and will be in touch within the next business day 

Your new dedicated accountant will call you within 1 business day to get started! 

It's that simple! 

 

Shopify/Paypal/Stripe Reconciliations

Shopify/Paypal/Stripe Reconciliations

from 60.00

Payment Processor Reconciliations

Reconciliation is when you compare and confirm what you have in the accounting software is what is reported on your payment processor statement.  

Payment processor reconciliations refer to Paypal, Shopify, Stripe, etc. These accounts are separate from your Bank reconciliations because they are a whole different animal and typically take longer to reconcile than a bank account. 

This is essential to keep in check. This process ensures what you are looking at on your profit and loss is truly accurate. It's an easily overlooked task to new business owners. Many aren't aware of what it actually is...they've heard talk about this reconciliation nonsense...probably agreed it's being done...when really they're doing the "Smile and Nod". 

And that's ok! That's why we are here. This is a very necessary step in keeping sound financials. If you leave it till the end of the year for your tax accountant to take care of...chances are they will find quite a mess and will charge you a high premium to get it cleaned up. 

That's why it's essential to keep up with it each month. It will definitely save you from heartache in the longrun. 

What we will do for you: 

  • Setup or connect to your accounting software 
  • Connect to your payment processor account 
  • Reconcile your accounts by the 5th business day of each month

What to expect after you purchase this service: 

  • You will immediately receive an emailed receipt regarding your purchase
  • You will receive another immediate email letting you know we received your order and will be in contact with you by the next business day 
  • With the phone number you provide at checkout, your dedicated accountant will call you by the next business day to get started 
  • As soon as we receive the necessary information to get started on providing you excellent service, we will get started! 
  • GUARANTEE: If you provided your valid phone number at checkout and you don't receive a call from us by the next business day, the first month of your service is fully refundable. 
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