Yes, I can help you. I understand how stressful it can be to run your business and handle the day to day operations, like keeping up on the bookkeeping. Just know you’re not alone. 🙂

Together, we will execute a systematic plan to get your business bookkeeping caught up so you don’t have to worry about it anymore. We do that by looking at where you are right now and then building a plan to get you where you need to be. 

1. 1. I perform a bookkeeping review (this is a one time cost of reviewing the current status of your bookkeeping). I will provide you with a report of my findings and recommendations. 
   2. Using the recommendations outlined in the review report, I will initialize a renovation price based on the work that needs to be done to get your bookkeeping up to date (this is a standalone contract to complete the bookkeeping contained in the dates of the renovation work).
   3. I will then initialize a price going forward to keep your bookkeeping up to date on a monthly go forward basis.

My firm provides bookkeeping services; however, in saying that, we think like accountants, so we fully understand what the accountant is looking for in the file when it comes to completing your year end tax return.  

If you have an accountant that you are comfortable with, I am more than happy to collaborate with them at year’s end to ensure your numbers are filed correctly. If not, I’d be happy to refer you to a few accountants that are within my circle of trusted colleagues.

I am not in the business of filing tax returns myself, but I can certainly help you with the organization of your paperwork and find you someone who will do the actual filing for you. Once the filings are complete, I can help you with your business money spending plan so that we can pay those backdated tax bills. Together, we will create a spending plan that includes a concrete date for when they are paid as well as save for future years so this doesn’t happen again.

Yes, I can help you. Generally speaking, the majority of business owners who are under $250K in revenue are still wearing all the hats. Meaning you are the HR consultant, the Marketing consultant, the bookkeeper, and the sales manager. Plus, you are the one doing the work in your business to fulfill your sales and make your company money. 

We recognize that outsourcing your bookkeeping might be an investment you’re not able to commit to at this point, which is why we do offer DIY training services to keep your business books up to date, but with the help of a partner to guide you through some questions that may arise that you’re not familiar with in the industry. 

This service is on a per call basis, which means you are not obligated to commit to an ongoing contract, and it is perfect for business owners who just need a little bit of help from time to time.

Bookkeeping Training

YES we work with all kinds of restaurants regardless of the business structure.

We have experience with a variety of businesses such as Non-Profits, Licensed Daycare Centres, Consultants and Service providers. If you fall into one of these categories, reach out, we’d love to have a conversation with you.

As a freelancer, you’re doing it all. Booking prospect calls, networking, responding to emails, and doing the actual work to produce your products and services. And if you don’t do the work, you don’t get paid. Further to that, as a solo entrepreneur, we’re taught that we can pay ourselves whatever we want because we’re self-employed. But here’s the thing, that’s a lie! And once per year, when you talk with your tax person, they’re going to tell you that you worked so hard that you have a large tax bill. I’ve been there. 

During my first few years in business, when I was solo, I didn’t know how to manage my money either, which resulted in a 5 figure tax bill. DOH!! But that gave me the kick in the a$$ I needed, because then and there I made a promise to myself that I had to learn how to manage my money so that wouldn’t happen ever again. That’s when I found Profit First. So now I teach other solo freelancers to use the same system to pay themselves their fair market value for the work they’re doing in the business without the fear of worrying about how much tax they’ll pay at year’s end. And I do that using my Profit First Solo program. During this program, they will get 15 modules of content that include digital downloads & videos and 2 coaching calls with me. And guess what, in case you’re wondering, I will not tell you to write a budget, because they don’t work! 

“The Profit Roadmap” is the answer to the question, “where’s my money?” It’s a strategy designed to:

• Get clear on your current financial situation,
• Streamline your cashflow process
• Take the exact steps you need to make more profit

This simple yet effective process entails a detailed analysis of your books, a comparison of your current profitability to optimal profitability (based on industry analysis), and the creation of a recommendations report.

This report is a comprehensive and step-by-step guide towards optimal profitability. It’s packed with specific strategies aimed at moving your business to a robust and healthy financial position.

“The Profit Roadmap” is a stand-alone report. This means that even if you choose not to continue with our services, the report remains a valuable tool you can use on your own or with any other provider of your choice.

In addition, the process of creating your Profit Roadmap is straightforward and doesn’t take up much of your valuable time; you only need to invest 2 to 3 hours working directly with us.

From there, we’ll conduct an in-depth analysis and report preparation over about two weeks.

Once the report is ready, we’ll walk you through the findings and recommendations, ensuring you understand every step you need to take.

We don’t just preach it; we live it. As a Certified Profit First Professional, I’ve undergone extensive training in this model. I also apply it in my own business. We’ve seen the transformation it can bring, and we’re excited to help you experience it too.

Heck no! We get it; your business is as unique as a unicorn. That’s why our team works their tails off to ensure that every Profit Roadmap is as unique as you are. We dive deep into your business needs, your dreams, and even the nitty-gritty of your industry. This ain’t your grandma’s generic financial plan!

You’re not just left hanging with a report, darling. We’re committed to you like peanut butter to jelly. Once you’ve got your Profit Roadmap in hand, we’ll break it down for you, step-by-step. And we don’t just disappear into the sunset afterward, we stick around to help you slay those profit goals and answer any questions that pop up along the way. You’re not alone on this yellow brick road to profit!