Affordable Finances Simplified.

Done-For-You Bookkeeping To Calm The Busy Mind.

Done-For-You Bookkeeping

You don’t want to continuously look through bank details every week *boring*

When things are good it is a waste of time. When things are bad it is a looming nightmare to avoid. 

Both reactions are unsustainable and harmful to you and your business. For your business to grow sustainably, you need to grow.

You probably have an endless task list to get through. But, putting off getting a bookkeeper shouldn’t be one of them. The legal risks of doing this can cause even more headaches later.

This service uses Quick Books Online for small businesses that need help managing their finances:

  • Reduce financial errors, risks and mistakes throughout the year to prevent stressful financial emergencies later.
  • Be provided with a clear overview of the financial health. Helping you to make decision-making with your business.


  • *Clean Up
  • Categorising 
  • Reconciliation
  • Send Reports

Advanced services:

  • A/P (Pay Bills)
  • A/R (invoicing)
  • Payroll (sync w/ payroll company)
  • Year-End Bookkeeping

Learning financial skills can be confusing, time consuming and at the end of the day making mistakes could cost you thousands in taxes or late fees.

You’re sick of trying to remember and use complicated financial terms. 

And, you know your current approach isn’t working or sustainable. Making your current situation worse the longer you prolong this needed change.

Instead of rushing to put out fires you can get ahead of your finances and never stress about them again.

With a simple solution-oriented approach, you will have an organised, seamless, stress-free tax season. This can be daunting for most people. Especially solo entrepreneurs with too many roles to juggle at anytime.

This service is more affordable than billing a tax accountant especially if you have months of backlog to process. Having a bookkeeper can be a prevention of bad financial habits or practices.

With the implementation of better systems, you will find organising the financial process incredibly easier.

The starting price for basic ongoing bookkeeping is currently $500.

How much will you save by hiring a bookkeeper?

Tax accountants - hourly rate $65-$75 (on average)

Bookkeeping - hourly rate $45-$65 (on average)

Reducing the workload on your tax accountant and outsauce to a bookkeeper can easily save you $1,000s of dollars every year.

Another potential option for you is hiring a full time bookkeeper in-house. This will cost around $4,000 this makes sense if you want the full attention of a single bookkeeper.

In all these situations outsourcing to a small bookkeeping business a cheaper option if your business structure isn’t complex and doesn’t require a lot of services and attention.

How will working with me help you?

To ensure tax compliance by working closely together with tax accountants, we can coordinate all required documents, bank statements etc for effectively completing taxes. This will save you time, money and energy.

Maintaining communication with all team members involved. Is important to reduce friction in the workflow and to work effectively. That everyone will have everything they need at every step of the process.

You will always have your financial situation clear and available with simplified reports that fit your needs and preferences. Without needing to waste time digging through all your data. So, you can spend more time on your favourite parts of your business.

How Does These Services Affect You?

*Clean Up

A clean-up process is required when a business doesn’t use monthly bookkeeping practices. And, now has months of backend unaccounted finances, potential business risks and legal problems. By not abiding with tax laws.

Some businesses leave bookkeeping until the end of the year convinced this will save them money.

But, it's the opposite…

  • Doing this could create more expenses in taxes. With no planning involved creating more expenses you otherwise wouldn’t need to pay if planned
  • You will need to pay a bookkeeper additional rush fees in order to abide by tax laws and tax preparation 
  • You will likely need to pay additional fees based on the complexity of your business model/structure & situation 

The deeper your understanding of your ongoing financial situation the better you can make logical business decisions. Reducing risks, stress and anxiety.

Bookkeeping also helps keep track of goal milestones. The progress in your business. Identify any issues before they get out of hand. Gain the sound of mind knowing that your finances will handled with care.



Helps track individual expenses to make sure there’s no double entry of data. That all expenses or profits are accounted for and tracked. Having everything labelled also helps to keep things organised when filing taxes, separating deduction expenses from other expenses.


Reconciliation is best to be done at the end of each month. To confirm that your bank account matches your bookkeeping software. This indicates if there are any errors in the financial accounting.

Sending Reports

Sending Reports: Standard

Monthly P&L Statement

Quarterly P&L Statement

Annually P&L Statement

Reports Can Also Be Based On Individual Preferences:

Budget/Goal Tracking

Business ROI Tracking

Individual Investment Tracking

Individual Income Source Tracking

Year-End Bookkeeping

Year-end bookkeeping is to review all documents needed when filing end of year taxes. Making sure everything is accounted for, all information is correct, and all needed evidence has been filed.

Not all of this list of tasks will be required in your Year-End report. What’s included can depend on the needs of each business. This list covers the most common practices you might need.

Once you have an effective process in place, financial processes run predictably like clockwork. Are you a small business or upcoming entrepreneur ready for you to relieve financial stress? Click below to take your first step.

Annual Things:

  1. This requires connecting the accountant with any needed forms or data.
  2. Close your books
  3. Compile milage/office deductions
  4. Depreciation
  5. Download/save bank statements
  6. Budget and goal-setting
  7. Take inventory
  8. Audit (confirm if there’s going to be one)
  9. Confirm the correct tax statement/forms filed
  10. Confirm insurance status/amendment
  11. Run reports (review)

Regular Things:

  1. Reconcile accounts
  2. Notice any outstanding invoices (collect/write off)
  3. Notice any outstanding bills (review)
  4. Organise receipts

You Want To…

  • Simplify your life and increase focus with accurate clear reports that will enable you to make optimal decisions with minimal time spent understanding every variable
  • Increase better finantial decision making without taking up more mental capacity
  • Save more time and lower risks by having all the backend data to match your needs and current business priorities (I.e maintain 20% profit margins)
  • Increase business growth by removing any unclear financial decisions and understand your financial limits
  • Wealth building practices, retirement planning and save more on taxes
What kind of relationship do you want with your finances?

Send any inquiries here.

Software: Quick Books Accounting Online

Commercial Cookery Certificate IV (Bookkeeping for restaurants)

QuickBooks ProAdvisor Certified