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

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Not sure what to do after filing your taxes? Here's a practical post-tax season checklist for Canadian small business owners to clean up their books and plan Q2. ...more

Financial Education

April 25, 2026•3 min read

Cash Flow Management Strategies to Finish the Year Strong

Cash Flow Management Strategies to Finish the Year Strong

Struggling with cash flow as the year winds down? Learn simple money management strategies to keep your small business finances healthy and year-end stress-free. ...more

Cash Flow & Money Management

January 06, 2026•1 min read

Financial Statements: A Non-Accountant’s Guide to Understanding Your YTD or YoY Performance

Financial Statements: A Non-Accountant’s Guide to Understanding Your YTD or YoY Performance

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Financial Education

December 23, 2025•4 min read