Work with me!
Your books aren’t going to fix themselves. Good thing that’s literally what I do.
Whether you’re here because your books are a mess, tax season is coming and you’re already spiralling, or you’re just done being the person who handles their own bookkeeping at 11pm on a Sunday, you’re in the right place.
Every offer on this page is built around the same idea: you shouldn’t have to become a finance pro to understand your own business. You just need the right support, explained in actual human words, by someone who genuinely gives a shit about your numbers. Here’s what that looks like.
- Required intake form completed 48 hours before the call
- 60 minute one to one Zoom or Google Meet session
- Custom Plan of Attack dashboard delivered after the call
- Recording, summary, and transcript within 2 business days
- 2 weeks of post-call email support
- Supporting templates or resources where relevant
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Glow-Up Session
You have one thing that’s been sitting on your mental to-do list for weeks, maybe months, and every time you try to sort it out yourself you end up more confused and more behind than when you started. The Glow-Up Session is the fastest way to get unstuck. Bring your messy QuickBooks, your CRA notice, your “what does this report even mean” question, or your “I just incorporated and have no idea what I’m doing” panic.
In 60 minutes we diagnose exactly what’s going on and map out precisely what you need to do about it, in plain language, with no judgment about how it got this way. You leave with a custom Plan of Attack, a recording and transcript to refer back to, and two weeks of email support so you’re not left to figure out the implementation alone.
- Categorization and reconciliation of up to 3 accounts
- GST/HST filing, monthly or quarterly
- Monthly Profit and Loss and Balance Sheet reports
- QBO file maintenance and hygiene
- Unlimited support via Client Portal or email, Tuesday through Thursday
- Optional 30 minute review call at $75
Add-ons available including payroll ($200/month), bill pay ($150/month for up to 10 bills), and extra accounts ($100/account). 6 month minimum commitment.
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Monthly Books
Imagine opening your laptop on a Monday morning and not having a single thought about your books. No guilt about the receipts you haven't uploaded. No vague anxiety about whether your numbers are even right. No dreading tax season because you already know everything is in order. T
hat is what Monthly Books actually buys you, not just clean financials, but the mental space that comes with knowing it's handled. Every month your accounts are categorized and reconciled, your GST or HST is filed, and your Profit and Loss and Balance Sheet land in your inbox without you having to lift a finger beyond uploading your documents by the first Friday of the month. You stay informed without staying involved. That's the whole point.
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- Everything included in Monthly Books
- Quarterly 90 minute CFO strategy calls
- Monthly financial analysis Loom (5 to 10 minutes)
- Profit Plan creation and implementation
- Private Slack channel for ongoing questions and accountability
- Scenario planning and forecasting when needed
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CFO Bestie
At some point, clean books stop being enough. You're generating real revenue, making real decisions, and you're still doing it on gut feeling because nobody has ever shown you how to actually read your numbers and use them. The most successful business owners are not better at money than you. They just have someone in their corner who translates the data into decisions. CFO Bestie is that.
Every month you get a Loom walkthrough of what your numbers are actually telling you, including what to pay attention to, what to adjust, and what's coming. Every quarter we build out your financial direction together. You get a Profit Plan built around your actual business, a private Slack channel for real time questions, and scenario planning when a big decision is on the table. This is the offer where bookkeeping stops being a compliance task and starts being the thing that runs your business.
- Plain language intake and document checklist
- Review of year end financials to confirm filing readiness
- Tax return prepared by a professional tax partner
- All questions routed through you in plain language
- Post-filing summary with refund or balance owing, key numbers, and next deadlines
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Year End Wrap Up
Tax season does not have to feel like the most stressful three months of your year. It feels that way because you're trying to navigate a complicated, jargon-heavy system with no clear guide and no idea if you're doing it right. Year End Wrap Up gives you both.
You get a plain language checklist of exactly what to gather, a review of your year end financials to confirm everything is filing ready, and a professional tax team handling the technical compliance work behind the scenes while I stay as your point of contact throughout. No confusing CRA correspondence left on read. No wondering if something was missed. No filing something and immediately panicking that you did it wrong. Just a calm, guided process from start to finish, ending with a clear summary of what was filed, what you owe or are getting back, and what to put on your radar for next year.
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Book a free discovery call
Get set up and sorted
Actually understand your finances
No commitment, no pressure, no awkward sales pitch. Just a quick call to figure out what you actually need and whether we’re a good fit. You tell me what’s going on with your finances, I tell you honestly which offer makes the most sense for where you’re at. If it’s not the right time or the right fit, I’ll tell you that too.
No commitment, no pressure, no awkward sales pitch. Just a quick call to figure out what you actually need and whether we’re a good fit. You tell me what’s going on with your finances, I tell you honestly which offer makes the most sense for where you’re at. If it’s not the right time or the right fit, I’ll tell you that too.
This is the part where your books stop being the thing you avoid and start being the thing that runs your business. Clean numbers land in your inbox every month. Questions get answered in plain language. Tax season stops being a crisis. And you stop carrying your finances around in the back of your brain like a browser tab you’re afraid to close.
Here's how it works:
“He talked to me about finance in simple terms that made sense to me (a very finance illiterate gal) and kept things simple… …This has put me on the right path to knowing what is happening financially in my business and feeling like the BOSS I am!”
- kate
