The
Architect
For the business who needs help building their accounting system and will need some support for their in-house bookkeeping team.
Includes:
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Quickbooks Online Essentials
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Remote Support (CPA)
The
Analyst
For the business who needs help getting their financial work done but who have a low volume of transactions and/or do not need detailed reporting.
Includes:
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Quickbooks Online Essentials
-
Remote Support (CPA)
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Transaction Classification
-
Reporting and Reconciliation
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Payroll
-
HST Remittances
The Remote Controller
For the business who wants their transactions balanced and who want recommendations and commentary about the financial health of their business.
Includes:
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Quickbooks Online Plus
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Remote Support (CPA)
-
Transaction Classification
-
Reporting and Reconciliation
-
Payroll
-
HST Remittances
-
Inventory Costing and Margin Analysis
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Income Tax Preparation Support
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Process Documentation
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Forecasts and Budgets
OTHER SERVICES AVAILABLE:
Accounting
Setup / Cleanup
Fallen behind on your books or trying to convert to Quickbooks online? Let me help.
Custom Training Sessions
Virtual or live sessions to help you and your team with Quickbooks and/or Excel.
Excel Models and Dashboards
Need an easy way to analyze data? I can build the model for you to use.
