Full Cycle Bookkeeping

Unique to your business and your workflow

We connect with you and your business to develop an accounting cycle that works for you.  Need to be completely hands off the books to focus on your business?  We can handle it all.  If you love to be active in the process, we can work with you to develop a workflow to keep you hands on and the books reconciled monthly.

If you dream of a paperless office and losing the clutter of receipts, we really should chat.  Our clients work in the most sophisticated Cloud Accounting software (Xero), are integreated with systems to remove the bother of collecting bank statements (our apps fetch them for you), and benefit from App Ecosystems unique to each client's industry saving time allowing them to do what they do best. 

Sound like something your business could use?  Connect and let's chat.

 

Self-Starter Training Series

You manage the books | but we've got your back!

Designed for the small business owner running a sole-proprietorship, the Self-Starter Series is founded on an initial multi-session workshop to orient and train you in doing your own books.

The workshop is completely unique to each business owner and includes:

  • Set up of a Customized Xero Cloud Accounting program
  • Unique Chart of Accounts to your business and financial goals
  • Training in using Xero including
  1. Invoicing
  2. Bill entry
  3. Reconciling the bank
  4. Sales tax entries
  5. Basic financial report review

We'll discuss fundamental basics of proper bookkeeping, common errors and issues, & free training resources.

Once you have graduated from the Self Starter Series, you can access additional training units as needed including the Help Me! Series to answer any questions you come across as your business grows along with the Teach Me! Series covering GST, Budgeting, Financial Statements, & how to become an Audit-Proof Ninja!

Interested in conquering your own books?  Connect to learn more.

 

 

Let's connect

Book a call to learn more