My services
Hourly Bookkeeping/Admin Services
Do you need some help with a certain bookkeeping or Admin task. Book my hourly service.
With this package you receive a 30 min free consultation. This will allow me to give you an estimate of the cost for the services required. This service is for business owners who need a one time task completed.
Basic Services
Project/Event Management
With many years organizing vendor shows and other events I would be a great Project Manager
Hiring a project manager ensures that your projects are delivered on time, within budget, and meet the desired quality standards, while effectively coordinating resources and teams.
Customer Service Management
Do you dread facing your customer list? Forget to send out birthday or anniversary wishes? Let me help with that!
Hiring a customer service manager is essential to enhance customer satisfaction, resolve issues efficiently, foster long-term loyalty and positive brand reputation.
Meadow Package
This is the starter monthly package. This is for smaller businesses just looking for basic monthly bookkeeping. In this package you will get
-Daily transaction entry/receipt management
-Bank reconciliation 0 to 5 accounts
-Weekly email check-ups
-Monthly Profit & Loss statement and Balance Sheet report.
Bookkeeping Services
Here you will find the Monthly Packages available, each package will scale depending on the bank accounts you have has well as the complexity of your expenses and your annual income. The price you see will be for a month of service.
NOTE: Bookkeeping packages will be done through QuickBooks online, you will need a monthly subscription on top of the fees.
Hillside Package
Yes this package is a little steeper. This package is for businesses that have grown and need mid level bookkeeping. In this package you will get
-Daily transaction entry/receipt management
-Bank reconciliation 5 to 10 accounts
-Weekly email check-ups
-Monthly Profit & Loss statement and Balance Sheet report.
Add-on services
-Manage Accounts Payable, ensure all vendor info is entered correctly, ensure all bills are paid on time and tracked and recorded correctly
-Accounts Receivable Management, ensure all clients/customers are accurately recorded, keep all invoices accurate and current, Timely collection, record payments and service fees
-Sales Tax Compliance, ensure that sales taxes are collected and recorded correctly for all provinces you do business, run monthly report and submit quarterly/yearly reports
QuickBooks Start up
Are you a new business or wanting to switch to QuickBooks this package is for you. I will help to get your QuickBooks setup and give you a system to either do your books yourself or a system if I am continuing to do your bookkeeping.
This package includes, setting up bank feeds, entering your customers/suppliers, setting up your recurring bills(if available), verifying your expenses and more.
Cost to be negotiated
FREE 30 min cosultation
Cottage Package
This is the top tier package. This package is for businesses that have a need for Accounts Receivable and Payable services. In this package you will get
-Daily transaction entry/receipt management
-Bank reconciliation 10 plus accounts
-Weekly email check-ups
-Monthly Profit & Loss statement and Balance Sheet report.
-Accounts Receivable and Accounts Payable support
QuickBooks Clean up
-Categorize bank transactions from previous months
-Review invoices and payments
-Reconcile past bank transactions up to the last current month
-Review various reports to ensure all transactions have been included
-Answer questions about your QuickBooks setup and provided an updated Profit & Loss statement and Balance Sheet report
-Offer suggestions to help simplify their monthly bookkeeping needs.
-Clients can then continue on their own with the books or hire a bookkeeper to do monthly bookkeeping
Cost to be negotiated
FREE 30 min cosultation
Payroll Services
Here you will find my Payroll services, these services are added on to monthly services or a stand alone service.
Baseline Payroll
-Will run your payroll either weekly, by-weekly, or monthly
-1 to 15 employees
-Monthly Payroll report
-Will keep employees updated with new hires and end of employment
-Roe’s has needed, and ensuring payroll taxes are paid
Mid Level Payroll
-Will run your payroll either weekly, by-weekly, or monthly
-15 to 30 employees
-Monthly Payroll report
-Will keep employees updated with new hires and end of employment
-Roe’s has needed, and ensuring payroll taxes are paid
High Level Payroll
-Will run your payroll either weekly, by-weekly, or monthly
-30 plys employees
-Monthly Payroll report
-Will keep employees updated with new hires and end of employment
-Roe’s has needed, and ensuring payroll taxes are paid
QuickBooks Payroll Set-up
If you are new to payroll or wanting to switch to QuickBooks payroll I am here to help.
This package includes, entering pay types, entering employees, ensuring your payroll taxes are setup to track and pay, connect your Direct Deposit bank if desired. I will also ensure your Vacation policy and other deductions are set up correctly
Cost to be negotiated
FREE 30 min cosultation
Admin Services
Newsletter Packages
Choose one of these packages to help either create or manage your client newsletter
Template creation - This package I will create a 2 page fillable template that you can then reuse monthly to send to your clients
Basic Newsletter - This package I will create a template up to 5 page fillable template. I will collect any article and items you want in the newsletter every month and then completing the template. You will then get a PDF copy that you can send yo your clients
The Whole News Room - The Ultimate package. I will create a template up to 5 page fillable template. I will collect any article and items you want in the newsletter every month and then completing the template. I will ensure your newsletter subscribers are updated monthly and ensure that your newsletter is sent out the day of the month you choose.
Social Media Add-ons
This one has 2 levels to choose from
DIY Socials - I will create a bundle of 20 posts based on your business. You then can use them has needed for the month
Full Social - I will create a bundle of 20 posts based on your business. I will schedule the posts on your different social media accounts. I will also reply to and manage comments/messages and forward a report with those you need to provide attention to.
Email Management
I will manage your inbox, creating categories and ensure that the emails you need to attend to while deleting any spam/junk.
Calendar Management
I will help you to set up your work calendar, create a schedule if needed and help automate appointment bookings if needed.