SERVICES

Comprehensive Financial Check-Up

Health check-ups are vital for our overall physical health, but did you know that computerized financial records could benefit from a check-up as well? 

If you’re a business owner (with or without a bookkeeper) or a sole proprietor that keeps your own financial records I conduct a Comprehensive Financial Check-Up which identifies: 

 

·        Set-Up Issues (deep dive into Chart of Accounts to diagnose set-up  

         problems)
 

·        Balances Issues (look for unusual balances, unexplained accounts,

         uncategorized income/expense)
 

·        Improper Workflow Issues (negative inventory, unapplied payments to

          bills/invoices, undeposited funds not applied to deposits correctly)

Pkg #1 

QuickBooks Online Comprehensive Financial File Check-Up:   $397

Pkg #2 

QuickBooks Online Comprehensive Financial File Check-Up + Classes and Products:    $597

Pkg #3

QuickBooks Online Comprehensive Financial File Check-Up + Classes, Products and Inventory:    $997 (and up)

Comprehensive Financial Check-Up

Health check-ups are vital for our overall physical health, but did you know that computerized financial records could benefit from a check-up as well? 

If you’re a business owner (with or without a bookkeeper) or a sole proprietor that keeps your own financial records I conduct a Comprehensive Financial Check-Up which identifies: 

 

·        Set-Up Issues (deep dive into Chart of Accounts to diagnose set-up  

         problems)
 

·        Balances Issues (look for unusual balances, unexplained accounts,

         uncategorized income/expense)
 

·        Improper Workflow Issues (negative inventory, unapplied payments to

          bills/invoices, undeposited funds not applied to deposits correctly)

Pkg #1 

QuickBooks Online Comprehensive Financial File Check-Up:   $397

Pkg #2 

QuickBooks Online Comprehensive Financial File Check-Up + Classes and Products:    $597

Pkg #3

QuickBooks Online Comprehensive Financial File Check-Up + Classes, Products and Inventory:    $997 (and up)

Monthly, Quarterly, Annual Bookkeeping

  • Full Cycle Bookkeeping including payroll, sales tax filing, financial statement

  • Customized CEO Reporting

Year-End Preparation

  • Comprehensive Financial File Check Up on existing books

  • Reconciliations/working papers for all balance sheet accounts

  • Liaise with client accountant if necessary

  • Year-End Review Meeting prior to accountant submission

  • Digital zip file with all year-end documents supplied to client and accountant

  • Hard Copy can be provided upon request

QBOnline New Company Set Up

  • Set up your books correctly from the start

  • Customized accounts specific to YOUR company

  •   $497 and up 

QBOnline Existing Company Migration

  • Comprehensive Financial File Check Up on existing books

  • Review chart of accounts, clean up and customize for your company

  • Migrate data to QBO and optimize with features (receipt capture, linked accounts, reconciliations, payroll)

  • Optional training for owner or bookkeeper

Strategic Investor Score Card Strategy Session

Stress Test your investment portfolio for these What If scenarios: ​​

  • WHAT IF interest rates rise half a per cent—will I reach my cash flow goal

  • WHAT IF rents increase—how much extra cash flow will I have access to?

  • WHAT IF values rise or fall 10 per cent—how does this affect my equity goal?

  • WHAT IF my expenses increase or decrease?

Christine will spend an hour and a half reviewing your numbers and strategizing the tactics you can implement to be more profitable. 

Would you like to stress-test your real estate portfolio?