Add-On Services
Explore Additional Support & Resources
Whether you need extra services, one-on-one guidance, or self-paced training, you’ll find the right next step here.
Additional Fees Apply
Catch Up Services
Fallen behind on your books? Our Catch Up Services get you back on track quickly, so you have accurate numbers you can trust. Perfect when life or business gets busy and things pile up.
You'll Get:
Organized, up-to-date financial records
Peace of mind knowing nothing is missed
A clear starting point for moving forward
$175/hr
Clean Up Services
Messy books happen but they don’t have to hold you back. Our Clean Up Services sort through the chaos, fix errors, and streamline your financials so you can see the real story of your business.
You’ll benefit from:
Corrected and reconciled financial data
Simplified reports you can actually use
Confidence that your books reflect reality
$175/hr
1:1 VIP Coaching
Sometimes you just need focused, personalized support. With VIP 1:1 3 hour sessions, you’ll get direct guidance tailored to your business whether it’s cash flow, bookkeeping, or navigating QuickBooks Online.
You’ll walk away with:
Clear answers to your most pressing challenges
Step-by-step support specific to your business
Confidence to take action right away
$525
Mastering Business Ownership with QBO
This self-paced course goes beyond software training it’s a full toolkit to help Canadian business owners stay compliant, cash-smart, and confident in managing their finances.
You’ll learn how to:
Set up and use QBO the right way from start to finish.
Separate business & personal expenses, stay audit-ready, and claim deductions correctly.
Build financial confidence with tools, and strategies that simplify taxes, cashflow, and compliance.
$699.99
Cash Flow Canvas system
Unlike traditional budgeting tools, this system helps you understand and map your numbers so every dollar has a purpose. Your North Star, guiding you to clarity, control, and confidence.
You’ll learn how to:
Pinpoint your core revenue streams and expenses
Build a pricing strategy that maximizes profits
Develop a debt repayment plan for financial freedom
Varies
Not Sure What You Need?
If you’re feeling stuck or your needs don’t quite fit these options, let’s talk. We’ll figure out the best next step together.
You’ll get:
A quick assessment of your current challenges
Recommendations tailored to your situation
A simple path forward (even if it’s not listed here)
Included
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DISCLAIMER: While we strive to provide valuable guidance and support, individual results may vary and are dependent on factors such as individual effort and implementation. We are not liable for any outcomes resulting from the use of our services or products. Clients are responsible for their own actions and results.
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