You want to learn how to do your own bookkeeping and prefer to get hands-on in real-life situations right away.

No sitting exams for you, just practical hands-on examples. You just want to learn what's needed to do the job right. Not spend hours in a classroom and walk out never having dealt with the types of real-life situations you come across in your business.

We offer an intense almost Bootcamp style training to get you started in your journey of doing your own work in Xero accounting software using Hubdoc to help keep you automatically organized.

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We set up your Xero and Hubdoc subscription for you which includes our standard chart of accounts. We will customize the chart of accounts together to suit your business during training.

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At the end of the training, you can take over your own Xero and Hubdoc subscriptions or maintain it with us. The choice is yours.

There are three, 3-hour sessions with homework in between. This training is only relevant to businesses operating in Canada.

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Cost: $1,800 + sales tax
(A 50% discount is automatically applied to anyone that also commits to a 1-year subscription to our DIY + Support Package.)

If you want to do your own bookkeeping, instead of paying someone else to do it, but want the peace of mind of having someone to call when you get stuck. This might be the option for you.

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How does it work?

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You receive up to 2 hours of support or business consulting each month from our team of qualified bookkeepers who do bookkeeping on a full-time basis. And don't worry, we have real humans that answer the phone. This is something that has to be scheduled at a mutually convenient time and we only work M-F 9am to 5pm.

 

You receive unlimited access to personalized recorded training sessions. As we show you how to do something, we can (with your permission of course) record the meeting and create a private link to the recorded session (video) that you can refer back to (or future staff that you hire). This allows you to see the steps of how you have to do a task, even if it is something you just have to do once a quarter or year.
 

Monthly review of the work you have completed and a report giving you guidance on what you are doing well, and where any noticeable improvements can be made.

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Your subscription to Xero and Hubdoc is included.

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Cost: $175 + sales tax per month

In the event of any changes to your software subscription prices (which are completely out of our control), we will give you as much notice as possible to how that will affect your pricing. Xero and Hubdoc's last subscription increase was March 18th, 2020.

You don't want to do the data entry into your bookkeeping software, you just want to make sure the data you get from it is trustworthy and reported in a way that you can make good decisions based on facts.

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These services are quoted individually because each business's needs are so varied and unique. We're more than just bookkeepers, we're business problem solvers, so our service offering looks a little different from some of our competitors.

Are you a Dentistry Professional Corporation with multiple locations? Or a practicing physician? Are you a small corporation just getting started? Maybe you are a social media influencer who works completely virtually? Maybe you have staff, maybe you don't. Maybe you need someone paying your bills because you are too busy, or maybe you need less and just looking for help with the basics.

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Whatever it is, our pricing model is now a fixed monthly fee, so you don't have any big surprises.

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You can reach out to us at to start that conversation.