The Package

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Our Packages

DIY Bookkeeping Setup

Price: $450

Personalized setup for your bookkeeping, step-by-step guidance and tips to avoid common mistakes.

  • Clean and organized financial setup

  • Avoid bookkeeping error

  • save time and stress

DIY Bookkeeping Setup

Price:

$150 / 1 Hour

Personalized setup for your bookkeeping, step-by-step guidance and tips to avoid common mistakes.

  • Clean and organized financial setup

  • Avoid bookkeeping error

  • save time and stress

The DIY Bookkeeping Setup + Training Package

This is where I step in — as your setup guide, back-pocket bookkeeper, and financial sanity partner.

  • Your QuickBooks Online account fully set up — properly, cleanly, and tailored to YOUR business.

  • A simple chart of accounts designed for your industry (no unnecessary fluff).

  • Customized workflows for invoicing, expenses, receipts, mileage, payroll (if needed), GST/HST.

  • A 1:1 training session showing you what’s where and how to manage it step-by-step.

  • A “What’s Due When” cheat sheet to keep you on track month after month.

  • Email support for 30 days 6 months!! as you get comfortable.

How it Works

01

Discovery Call

Understand your current system (or lack of one).

02

QuickBooks Setup

Proper, clean, professional setup.

03

Training Session

Hands-on walkthrough. No jargon. No overwhelm.

04

You Take Control

You run your books confidently with your new workflow.

05

6 Months Support

Ask questions. Get help. No guessing.

What You'll Walk Away With

confidence

Confidence

You’ll finally understand your money — what’s coming in, what’s going out, and what’s left over.

clarity

Clarity

Your numbers will actually make sense. You'll know your revenue, profit, and cash flow at a glance.

organization

Organization

No more receipts stuffed in glove compartments, purses, or mystery boxes.

peace-of-mind

Peace of Mind

GST? Taxes? Year-end prep?
Easy. You’ll know exactly what to track and where it goes.

setting

Control

You'll stop relying on guesswork. You’ll make decisions based on real data.

system

A System That Works

You’ll have a bookkeeping routine you can maintain in 10–20 minutes a week.

Ready to Get Organized?

Get Started today with a

complimentary assessment

Your future self — the one who isn’t drowning in receipts — will thank you.

Read Our Latest Blogs

Meet the DIY Bookkeeping Setup Package — Built From Real Conversations With Calgary Business Owners

Meet the DIY Bookkeeping Setup Package — Built From Real Conversations With Calgary Business Owners

After years of working with Calgary small business owners, I built the one thing I wished every client had from day one - a proper bookkeeping setup that actually sticks. Here's what's inside. ...more

Financial Education ,DIY Bookkeeping Package

July 01, 2026•2 min read

5 Bookkeeping Mistakes Calgary Small Businesses Make (And How to Fix Them)

5 Bookkeeping Mistakes Calgary Small Businesses Make (And How to Fix Them)

Most Calgary small business owners aren't making big financial mistakes — they're making small, fixable ones that quietly add up. Here are the five most common bookkeeping slip-ups, and exactly what t... ...more

Financial Education

June 27, 2026•2 min read

Your Mid-Year Bookkeeping Checklist for Canadian Small Business Owners

Your Mid-Year Bookkeeping Checklist for Canadian Small Business Owners

It's June - which means you're halfway through the year and the perfect time to check in on your books. Use this simple 8-step checklist to reconcile your accounts, review your GST/HST remittances, ca... ...more

Financial Education

June 01, 2026•2 min read