WILLOW PACKAGES

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

Do you struggle with setting time aside for your own business? Do you find yourself falling behind in your bookkeeping or getting your team paid? I understand your clients come first but we don’t want to see your own business fall behind! 

Do you want an accountant friend in your corner for the foreseeable future to take these tasks off your hands? We offer recurring packages just for you! 

We have listed two recurring packages below for entrepreneurs who are ready to hand over their financial and administrative tasks for good! 

VIRTUAL BOOKKEEPING

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 help! 

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:
– Monthly bookkeeping
– Quarterly reconciliations
– gst/pst filings, if applicable
– Annual Budget Session

The Basic Package is for the small service-based businesses looking to maintain their finances. 

The Premium Package is for those medium to large businesses requiring a little extra maintenance as well as product based businesses.

Basic$195
Premium$295+
Add Payroll+$150

VIRTUAL ACCOUNTING

Trying to make business decisions but your bookkeeping isn’t up to date? Scrambling to input your sales and expenses but not sure what to do next?

We can help! 

We will not only keep your books accurate and up-to-date, we will support you in understanding what your financial statements mean and how you can utilize the information to make business decisions!

Package includes:
– Monthly bookkeeping
– Monthly reconciliations
– gst/pst filings, if applicable
– Monthly Snapshots
– Quarterly Review Sessions
– Semi-Annual Budget Sessions

The Basic Package is for the small service-based businesses looking to maintain their finances. 

The Premium Package is for those medium to large businesses requiring a little extra maintenance as well as product based businesses.

Basic$350
Premium$595+
Add Payroll+150

I understand that no two businesses are exactly alike so our recurring packages are customized for your unique business. Don’t see what you’re looking for? Don’t worry, we offer a variety of services that can be added to create your own custom package! 

Other service examples include but are not limited to: workflow review and creation, employee documentation and communication, employee filings (T4’s, ROE’s), GST/PST filing, business registrations, budgets and forecasting.

For recurring packages, book a consultation call. In a complimentary 30 minute consultation, we can design 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!

Don’t want to commit to one package forever? Don’t worry! I understand businesses, interests and priorities change. Your customized package may need to be adjusted accordingly as your business grows. I encourage clients to maintain an open line of communication with me about how their current package is serving their current business needs!

Payment plans available upon request.