SERVICES

You don’t need more services. You need the right ones.

Some businesses need monthly support. Some need cleanup. Some need better systems. I build the scope around the work that’s actually there.

Practical support for a stronger, more organized business.

WHAT WE OFFER

0 1

Ongoing Bookkeeping

Monthly bookkeeping with transaction coding, reconciliations, balance reviews, and regular follow-up to keep the accounts current, accurate, and properly supported.

STARTING AT

$200/month

    • Transaction coding and categorization

    • Bank and credit card reconciliations

    • Accounts payable and receivable support

    • Balance sheet and account reviews

    • GST/HST and PST tracking

    • Follow-up on missing or unclear transactions

    • Month-end review and cleanup

    • Basic financial reporting

    Optional Add-On
    GST/HST & PST return preparation and filing

0 2

Catch-Up & Cleanup

For books that are behind, incomplete, or need a closer look. I catch up the activity, correct what needs fixing, reconcile the accounts, and work through older issues where needed.

STARTING AT

$65/hour

    • Catching up months or years of bookkeeping

    • Reconciling overdue bank and credit card accounts

    • Correcting miscategorized, duplicated, or inconsistent entries

    • Cleaning up historical balances and account issues

    • Reviewing and correcting the chart of accounts

    • Rebuilding incomplete bookkeeping records

    • Preparing the books for ongoing bookkeeping or year-end

0 3

Setup & Systems Support

System setup, workflow design, and chart of accounts support. I help choose the right tools, build monthly processes, and structure the books around your business.

STARTING AT

$65/hour

    • Bookkeeping software selection, setup, and configuration

    • Chart of accounts setup, review, and restructuring

    • Bank and credit card connections and integrations

    • Document capture and supporting-document workflows

    • Monthly bookkeeping workflow design

    • Review and improvement of existing systems

    • System and software recommendations based on business needs

0 4

Basic Payroll Support

Payroll support for small teams, including payroll processing, payment preparation, remittances, and setup support to keep payroll running smoothly.

STARTING AT

$90/month

    • Payroll processing for small teams

    • Employee setup and payroll onboarding

    • Hourly, salary, vacation pay, and basic deductions

    • Payroll remittance preparation and tracking

    • Payment and EFT preparation

    • Payroll account setup and system configuration

    • Record of Employment support when needed

    • Payroll reports and year-end support

0 5

Business Support Services

Flexible support for the work around the books — from reporting and basic analysis to smaller projects, process support, and day-to-day business needs that don’t require a full-time hire.

STARTING AT

$55/hour

    • One-off business projects

    • Reporting and basic analysis

    • Spreadsheet and tracking support

    • Administrative and operational assistance

    • Accounting coordination and direct accountant support

    • Year-end information and document preparation

    • Research and information gathering

    • Extra support during busy periods or staff gaps

Pricing is based on transaction volume, number of accounts, complexity, and the level of support required.

  • “Jodi caught up more than a year of books, got everything set up properly, and created a system that made it easy for me to stay on top of things. Raven has grown a lot since then, and she’s kept everything on track as we’ve grown.”

    - Raven Boats

  • "Jodi is dedicated, detail-oriented, and brings a strong work ethic to everything she does. She was a pleasure to work with."

    - Former Client

READY WHEN YOU ARE

Whether you need ongoing bookkeeping, cleanup, better systems, or support with something specific, send me a few details and I’ll take it from there.

Tell me what you need help with.