FINANCE PACKAGES

Finance packages where you can hand over your financial + administrative tasks for good!

Finances are a critical piece of your business, but it is easy to forget to put time aside for your financial tasks, which can lead to you falling behind and not having the information ready to make business decisions. Finance covers a broad range of topics, and we’re prepared to help you with any and all of them:

Full Cycle Bookkeeping

Payroll and/or Government Remittances

Financial Reports, Pricing, Planning and Projections

Bookkeeping Support

Does entering those expenses at month-end stress you out? Not sure what expense category to use or whether you should record that GST? 

We can take these daunting tasks off your plate, so you can take that extra coaching call, write that blog post you’ve been thinking about, or take that well-deserved bath! 

Package includes:
– Full cycle bookkeeping
– Monthly reconciliations
– gst/pst filings, if applicable
– Quarterly Review

Investment: Starting at $295 per month. Price varies based on activity 
Add Payroll: $150 per month

Accountant Support

Trying to make business decisions but not sure where to look? Scrambling to find the numbers you need for applications or discussions? We support you in understanding what your financial statements mean and how you can utilize the information to make business decisions!

Finance on Demand

Have an Finance Business Partner you can call up anytime to chat through any burning finance questions that come up.

  • One hour phone call
  • Follow up email

Investment: $150 (60 min), $195 (90 min)

Finance Business Partner Package

Have an accountant on your team to review your financials and bookkeeping, prepare reports, statements and working papers, and be a sounding board to discuss your current finances and financial goals

  • Recurring phone calls for more forward thinking Finance Support
  • Report preparation, discussion and review
  • Unlimited email support 
  • Investment: $195 per month for 2 hours of support, $350 per month for 4 hours of support.

Discover your Numbers Coaching Program

Do you dread the finance side of your business? Does making money or paying bills scare you? If I asked you what your profit was last month, would you know? From my work with clients and listening to those in my community, I’ve discovered three major pain points for small businesses and entrepreneurs.

Money Mindset

Bookkeeping and Systems 

Understanding the numbers

This private 8-week coaching program is designed for you to discover your relationship with money, how to set your accounting systems up for success and discover what you need to know each month to understand your finances better and feel confident in your relationship with money.

What it includes / how it works? 

  • Six 1-hour discovery calls scheduled over 8-weeks 
  • Take away activities and journaling topics in between discovery sessions 
  • Unlimited email support during the program

Investment: $1,150

Add on HR Assessment to the Program for $150 (regularly $200)

In a complimentary 30 minute consultation, we can understand the support you need and determine if Willow Oak is the right fit for you! We can then recommend the best package for you and your business!

I look forward to working with you and supporting your business goals. Although numbers are my jam, I’m most excited to learn about YOU and your business! Contact us now!

“The money you make is a symbol of the value you create.”

— Idowu Koyenikan