Ready to streamline & simplify your bookkeeping process?
freebie
The Bookkeeping Checklist
Struggling to get your finances in order? Our Bookkeeping Checklist gives you all the steps you need to take control of your business finances, reduce stress, and start building clarity today.
need a little extra help?
Explore our Done-For-You Services
-
Our comprehensive service that relieves the burden of managing your financial records.
We handle everything from income and expense categorization to reconciling accounts and assisting with GST filing.
Enjoy quarterly financial reporting and 1:1 progress calls.
-
An enhanced service offering even more support and interaction.
It includes everything in DFY Bookkeeping, along with additional monthly financial reporting and 1:1 progress calls.
-
Fallen behind on your bookkeeping and need help getting back on track?
Or maybe you’ve been in business for a while and haven’t gotten around to bookkeeping just yet.
We’ll help you get things on track!
Exclusive offer:
save 20% on Catch Up Services with a 12-Month Bookkeeping Contract.
Limited spaces available. Book a Discovery Call today to secure your spot!
Meet your new bookkeeper!
Hey, I’m Sarah! With a passion for helping women entrepreneurs like you, I’m here to help you feel empowered in your business finances.
Nurturing the financial growth of small businesses and empowering local entrepreneurs are two of my favourite things! I'm so grateful that I get to contribute to my community in this way, helping amazing women like you turn your passion into profit.
When I’m not crunching numbers, you’ll find me at the pottery studio, playing with my two cats, Piper & Scout, or soaking up wisdom from personal finance podcasts (Financial Feminist is my current fav).
Let me be your financial guide and watch your business flourish!
How to get started
-
Book a complimentary discovery call. We’ll get to know each other, chat about your business, your goals and what your ideal bookkeeping solution looks like.
-
I will review your bookkeeping records to build and price a custom bookkeeping package, made just for you! Next you’ll review your package details, sign a service contract & pay your first invoice.
-
The contract is signed, now it’s time to get to work! In your on-boarding meeting we’ll go over any documentation and account accesses I will require to get the job done, software set up, and answering any and all of your questions.
-
Time for you to sit back and relax. I’ll take care of things from here! Depending on your chosen package, each month or quarter, I’ll deliver financial statements to your inbox with a link for us to chat about them & check in on your goal progress.
DFY
1
Done For You Bookkeeping
-
DFY Bookkeeping is a comprehensive service for a stress-free approach to managing your business finances. We handle everything - income and expense categorization, reconciling accounts, and even assisting with GST filing - you won't have to worry about a thing!
If you're looking for peace of mind and streamlined processes to keep your finances in check, DFY will be right up your alley. We'll provide comprehensive insights into your business & make managing your business finances a breeze.
With DFY, your books will be completed monthly, with quarterly financial reporting and 1:1 progress calls to ensure you have a clear understanding of your business's financial health.
-
Categorization of income and expenses
Document attachment
Reconciliation of all business bank & credit card accounts
Quarterly financial reporting package
Quarterly 1:1 progress calls
GST filing assistance
-
from $300/month
DFY+
Done-For-You Bookkeeping +
2
-
DFY+ Bookkeeping is an enhanced service offering even more support and interaction. It includes everything in DFY Bookkeeping, along with additional monthly financial reporting and 1:1 progress calls.
DFY+ is tailored for business owners who want more frequent updates, and greater interaction. It's an ideal choice if you're seeking more engagement and guidance to keep your business's financial health on track.
-
Categorization of income and expenses
Document attachment
Reconciliation of all business bank & credit card accounts
Monthly financial reporting package
Monthly 1:1 progress calls
GST filing assistance
-
from $400/month
Catch Up
3
Catch Up Bookkeeping
-
Fallen behind on your bookkeeping? Don't worry - we've got you covered!
Whether you've been too busy to keep up with and manage your books or haven't gotten around to setting up proper systems yet, we're here to get you on track.
We'll set you up with the right software for your needs, and bring your books up to date, providing the fresh start and clear financial picture you're craving!
-
Software set up & customized chart of accounts
Categorization of income and expenses
Document attachment
Reconciliation of all business bank & credit card accounts
Financial reporting package for period caught up
1:1 progress call upon project completion
-
Please book a discovery to request a quote
Wondering why we should work together? We’ll help you:
Boost Your Profits:
We're committed to helping you make financially informed decisions that drive profit growth.
Build Your Confidence:
We believe in equipping you with the knowledge and skills to tackle financial challenges with confidence.
Reduce Your Stress:
Let us handle the numbers so you can focus on what you do best - running your business.
grab your freebie
The Bookkeeping Checklist
Want to start getting your finances in order, but not quite sure where to begin? The Bookkeeping Checklist has all the action items you need to get started on your path to financial clarity.
Exclusive offer:
save 20% on Catch Up Services with a 12-Month Bookkeeping Contract.
Limited spaces available. Book a Discovery Call today to secure your spot!