Stop waiting until tax time to find out how your business is doing.

Done-for-you bookkeeping for Canadian sole proprietors who want to understand their numbers — without spending their own time doing the books.

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Your bookkeeping can tell you a lot more than just what you need to put on your tax return.

It can tell you whether you’re actually making money.

And there is more that a small business owner needs to take into consideration beyond what’s on a standard Profit & Loss sheet.

If your expenses are creeping up.

It’s not something that happens overnight, but your expenses can easily surpass what your revenue can realistically support if you’re not paying attention.

Approximately how much you should be setting aside for taxes.

Getting blindsided by how much you owe at the end of the year is not fun. Know ahead of time approximately what your bill will be.

What you can reasonably afford to pay yourself.

As this business owner, the amount you pay yourself as salary should be sustainable for both yourself and your level of business revenue.

Which parts of your business are growing — and which might need some attention.

Time is our most precious commodity. Seeing the bigger patterns can help you decide where you should spend it to have the biggest impact in your business.

But there’s a catch:

That information is most valuable while you still have time to do something with it.

If you wait until tax time to do a year’s worth of bookkeeping, you’re looking backwards.

I’d rather help you understand what’s happening in your business now — so you can decide what to do next. No matter what time of year it is, starting now is better than putting it off.

Get My Books Caught Up

If you’ve been putting off your bookkeeping, you are far from alone.

You keep telling yourself:

“I’ll get caught up next weekend.”

And then next weekend becomes next month. Meanwhile the transactions keep piling up.

Receipts are scattered between your inbox, purse and that one folder you definitely meant to organize.

And eventually you realize you have months — or possibly an entire year — of bookkeeping waiting for you.

So you spend several miserable days sorting through everything before tax time…

…only to finally see information about your business that would have been much more useful six months ago.

That’s the part I want to help you change.

I’ll do the bookkeeping. You get the clarity.

My done-for-you bookkeeping service is designed specifically for Canadian sole proprietors and small business owners without payroll who would rather spend their limited time and energy actually running their business.

I’ll take your transactions and turn them into organized books and useful financial information — using my bookkeeping system built specifically around the needs of Canadian sole proprietors.

Instead of wondering what’s going on with your money, you’ll be able to see:

What your business is actually earning

See your income, operating expenses and overall financial health in one place.

Approximately what to set aside for taxes

No more reaching year-end without any idea of what might be waiting for you.

What you can afford to pay yourself

Your business isn’t just supposed to pay its expenses. It’s supposed to pay you, too.

Where your money is going

See where you’re spending more than expected and where you might have room to make changes.

How your business is performing against your goals

Because knowing that you made $X isn’t nearly as useful as knowing whether $X is where you wanted to be.

Let’s get started

Yes, please do my bookkeeping!

Get bookkeeping off your to-do list

The price is always the same, but the longer you wait the more the value goes down.

  • Your annual bookkeeping cost is the same whether you get started now or wait until after year-end.

  • Start now and your numbers can help you make better decisions throughout the year—while there’s still time to change things.

  • Wait until tax time and I’ll still get everything organized for you, but those numbers can only tell you what already happened.

  • The earlier you start, the more value you get from the exact same investment.

Pay in Full

One payment that covers all your bookkeeping for the fiscal year.

$1700 +tax

  • No extra fees.

  • Includes a customized copy of ChicBooks.

  • All bookkeeping for Jan – Dec for 1 year, done for you.

  • Accountant-ready document at year end.

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Payment Plan

Pay in instalments for up to 12 months

1st month: $500

  • Get started on your books now with a lower upfront cost.

  • Subsequent monthly payments will be pro-rated depending on how much time is left in the year.

  • Includes a customized copy of ChicBooks

Contact for Inquiries

Your books shouldn’t just tell you what happened.

They should help you decide what to do next.

Let’s say you discover that your revenue isn’t where you wanted it to be. That’s useful information.

Maybe it’s time to put more attention into marketing, test a different offer, follow up with past customers, or try reaching a new market.

Or perhaps revenue looks great — but your operating expenses have quietly climbed much faster than your sales.

Now you know where to look. Maybe one product or service is dramatically outperforming everything else. That could be something worth doubling down on.

None of those numbers are “good” or “bad.” They’re information.

And information gives you the ability to make better decisions about your two most limited resources: your time and your energy.

That’s why I don’t think bookkeeping should be something you only think about when your accountant needs numbers for your tax return.

By then, the numbers can tell you what happened. They can’t help you change what happens next.

What You Get

When I set up your bookkeeping, I don’t just categorize your transactions for you. You’ll also receive your own customized copy of ChicBooks, my comprehensive bookkeeping system built for Canadian sole proprietors.

It’s set up for your business and yours to keep. No monthly software subscription.

Your system includes:

  • A clearer Profit & Loss statement

See your revenue and expenses alongside the other things affecting your actual cash flow, so you have a better picture of your business’s financial health.

  • Income tax estimates

Get an approximate idea of what you should be setting aside for income tax rather than waiting for a surprise later.

  • Owner-pay guidance

Profit First guidelines are incorporated into the system to help you understand approximately how your revenue could be allocated between operating expenses, taxes, savings and paying yourself.

  • Canadian sales tax tracking

GST/HST/PST information is organized to make reporting and remitting much easier if you’re registered.

  • Business-use-of-home and vehicle calculations

Enter the relevant information and the system calculates the business portion for you.

  • Cost of Goods Sold tracking

For product-based businesses that need to separate the costs of producing what they sell from regular operating expenses.

  • Capital Cost Allowance calculations

For larger asset purchases that generally need to be deducted over multiple years.

  • Mixed-use expense calculations

For expenses such as mobile phones that may be partly business and partly personal.

  • T2125 Cheat Sheet

For self-filers, your bookkeeping information is automatically organized to make completing your T2125 much easier.

And because ChicBooks is yours, you can continue using the system in future years.

You can hire me to continue doing your bookkeeping…

or take it over yourself.

I don’t believe you should lose access to your bookkeeping system because you stopped paying a software subscription.

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I actually understand my business finances for the first time.

“Best decision ever!

I was so sick of QuickBooks and had just left a bookkeeper that wasn’t right for me. I felt like I was spending money and still had no idea what was going on in my business.

Buying the system was a game changer. Lisa helped me set it up and I was so happy with how things were going, I had her redo all of last year’s bookkeeping too.

I can’t express how much it was worth the money. I actually understand my business finances for the first time and I have goals I can hit.

My new bookkeeper did my entire Q1 in 5 hours.

If you want the numbers to start making sense and you want to break up with QuickBooks forever, this is it.”

Kara H.

Rainbow Raptor Tattoo Studio

Why not just wait until the end of the year?

You absolutely can.

But there’s a difference between doing your bookkeeping for compliance and doing your bookkeeping for your business.

If we organize your books now and discover that you’re spending too much, you can do something about it.

If we discover you’re not bringing in enough revenue, you can change your marketing or sales strategy.

If you’re having a fantastic year, you can start preparing for the tax bill that may come with it.

If you discover you can comfortably pay yourself more, that’s pretty useful information too.

If you discover all of that months later while preparing your tax return?

It’s already history.

The sooner your numbers are up to date, the sooner they can help you make decisions.

This Service Is Probably For You If…

That sounds like me! Let’s get started
You’re a Canadian sole proprietor, freelancer, side-hustler or very small business owner.
You don’t have employees or payroll to manage.
You’re several weeks or months behind on your bookkeeping — or you’re simply tired of doing it yourself.
You want to understand what’s happening financially in your business rather than just having transactions categorized.
You’d rather have a real human you can ask questions than spend another Sunday afternoon trying to figure it out yourself.

Frequently Asked Questions

Find answers to commonly asked questions about my bookkeeping services.

Your numbers aren’t something to be afraid of.

They’re data.

And the sooner you understand what they’re telling you, the sooner you can use that information to build a healthier business.

Know where you stand. Know what to do next.

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