work with me

Bookkeeping & business are not one size fits all, so choose your own adventure.

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

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.