We help you build a business that will last

You’re not just any other business, so we don’t treat you like any other business.

We understand that growing a business is a journey. It’s a marathon; not a sprint.

Knowing your numbers will help you build a business that will last the test of time.

We don’t give you a one-size-fits-all solution. Our recommendations are based on what your business needs now and in the future.

Our ultimate aim is to simplify the finances and get you on the right track for growth.

Picture Yourself:

  • Knowing where your cash is coming from and going to
  • Getting paid faster and making your team and supplier payments on time
  • Understanding profitability overall and per project
  • With organized purchases, all accounted for
  • With more time to spend on the job, managing your people
  • Safe in the knowledge you have the cash to carry you through each month
  • Able to grow confidently and sustainably
home under construction
Stage 1

Give us the scope

Initial Inquiry – All journeys begin with a single step. With us, it’s no exception. We’ll ask you to provide us with a few details about your business to see if our services match your needs.

Initial Meeting – We will schedule to meet with you via Zoom.  The purpose of this meeting is for us both to get acquainted. To serve you the best, we want to make sure that we are a good fit for each other.

Why we charge for a checkup first

Our ultimate aim is to simplify your finances and get you on the right track for growth. We charge for a checkup in order to save you money in the long run. We’ll identify and prioritize the necessary improvements so you don’t have to spend money fixing problems down the line. We don’t want that for you!

Stage 2
Identify the obstacles

Checkup – We do this for all new clients. You’ll give us access to your existing accounting records. We’ll determine what’s accurate and what needs to be improved and present you with a detailed report complete with our recommendations on how to move forward.

We will review the following:

    • Last filed tax return
    • Balance Sheet and Profit & Loss
    • Account structure
    • Bank and credit card balances
    • Payroll transactions
    • And more…
Stage 3
Plan your journey

Once we know the obstacles, we need accurate numbers to plot your course.  You’ll take one of two paths:

Setup – We’ll set you up on a brand new QuickBooks Online or Xero file, to ensure your numbers are accurate from the start. We will also provide you with training.

Cleanup – We’ll clean up your existing QuickBooks Online or Xero data so it’s accurate. We’ll also put structure in place so you’ll better understand the story of your numbers.

plant with window

What if your books are behind?

In addition to your Setup or Cleanup, we’ll bring your accounting data up-to-date so you’ll be ready for ongoing services. Fees are dependent upon the complexity of your transactions and how many months need catching up.

All our services are agreed upon upfront. We take the guesswork out of billing by providing you with a clear fixed upfront price for our services.

Stage 4
Build understanding in your numbers

You need good information to know the truth of your business. Our custom-built ongoing bookkeeping services will help you get there.

Ongoing bookkeeping includes:

    • Entering transactions
    • Reconciling accounts
    • Reviewing open invoices and unpaid bills
    • Reports
    • Review meetings
    • Preparing 1099s
Stage 5

Make your business storm proof

You’re not just looking to tick boxes and coast along. You want to build a business that will last the test of time. Beyond the bookkeeping, we offer future-focused services to help you improve your standing and grow sustainably. 

This is where year-end planning becomes a year-round strategy. You’re asking business-critical questions like:

  • Am I charging enough?
  • Are my contractors charging me too much?
  • Can I afford to expand my operations?

We’ll delve deep into budgeting and forecasting to help you make key decisions and hit your targets. Together we’ll build the business you really want.

  • You’re a proactive business owner
  • You have income aspirations
  • You want to change things in your business
  • You don’t have a CFO in-house

Start building a business that can weather any storm