Services
Everyone’s financial situation is different. The question is: what do you need help with?
Whether you want to set up or manage QuickBooks Online, get hands-on support running your books, or gain personal financial clarity, I offer flexible services designed to meet you exactly where you are.
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That’s where I come in. I offer four flexible solutions designed to meet you exactly where you are.
QBO Set Up & Customization
(Starting at $499)
1
Who It’s For
Business owners who are new to QuickBooks Online or want to switch from spreadsheets (or another system) to something more efficient and reliable.
2
What’s Included
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Customized QuickBooks Online setup tailored to your business and industry.
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Chart of accounts created and organized for accuracy.
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Bank feeds connected for seamless transaction tracking.
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Initial settings configured (taxes, invoices, users, etc.).
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A walkthrough so you understand the basics of your new system.
3
Results
​You’ll have a clean, accurate bookkeeping foundation built for your business from the start—no mess, no confusion, and ready to grow with you.
Training & Business Support
($135 / 90 min)
1
Who It’s For
Business owners or team members who want to stay hands-on with their bookkeeping but need guidance to use QuickBooks Online correctly and confidently.
2
What’s Included
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Personalized training sessions tailored to your business needs.
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Step-by-step instruction on key QBO features (invoicing, expenses, reporting, reconciliations).
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Practical examples using your own data for real-world learning.
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Ongoing support available for questions after training.
3
Results
You’ll feel confident managing your books, avoid costly mistakes, and have the knowledge to generate reliable reports whenever you need them.
Outsourced Bookkeeping & Compliance
(Pricing: see Plans)
1
Who It’s For
Business owners who don’t have the time, interest, or expertise to manage their own books—and prefer the peace of mind that comes from having a professional handle everything accurately and on time.
2
What’s Included
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Full management of your QuickBooks Online account.
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Accurate transaction entry, bank reconciliations, and expense tracking.
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Monthly financial reports you can actually understand and use.
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Compliance with deadlines so you’re always prepared for tax season.
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Ongoing support and communication, so you’re never left in the dark.
3
Results
No more late nights trying to “figure out the books.” You’ll gain back hours every month, reduce stress, and always know exactly where your business stands financially—so you can focus fully on growth, clients, and the work you love.
Financial Foundations
(Pricing: see Solutions)
A
Personal Clarity
(For individuals & couples)
A clear picture of your finances—income, expenses, savings, and goals—so you can make confident decisions and plan your next steps with clarity.
B
Newcomer Setup
(For newcomers to Canada)
​Guided financial setup for life in Canada, including banking, credit, budgeting, and system organization—so you start strong and avoid costly mistakes.​
C
Self-Employed Clarity
(For freelancers & self-employed)
Financial clarity for your business and personal finances—income tracking, expense structure, and tax-ready organization—so you know where you stand and what to do next.
Need help deciding?
Contact me for a free discovery call. I’ll help you find the right service based on your situation and needs.