Before the storm hits again…
January 3, 2024: Happy New Year! 🎇
Let’s get this new year started.
I’m so excited about 2024. I have so many goals and dreams for this year. This includes maybe getting married, since it’s a leap year and I’ve heard those are lucky years and the best ones to get married in. The budget sheets will let us know if that’s possible, lol.
Now you’ve probably seen a lot of content regarding finances. Whether that be personal or business finances, both can bring a lot of emotions and feelings. You might be thinking:
Is my current bookkeeping system okay for my business?
Am I tracking what needs to be tracked?
Is there an easier way to do my bookkeeping?
How do I add my business-use-of-home to my bookkeeping software?
How will I know what I owe in GST/HST?
Did I hit the 30K mark to apply for GST/HST?
Do I even have time anymore to track my bookkeeping manually?
How can I edit my current system without messing anything up?
Those are all valid questions that can involve some anxious feelings.
I can’t tell you to not feel this way, but I can tell you that you have me. That’s why I started Open Book. To be a lending hand when business owners are feeling stressed with their numbers/system. I can help guide you with the proper tools and I can also be the person to take on that anxiety and stress if you can’t find the energy or the time to do it yourself. Both are very valid choices, and that’s why I offer both because I know our financial situations are all different and can sometimes allow us to choose one solution over the other.
I’m the business owner that…
Would need a step-by-step guide to help me with my system and understand my numbers…
If you’re the business owner who has a basic spreadsheet that you made yourself or a Quickbooks subscription that you haven’t fully utilized to its full potential you’ll greatly benefit from my Empowering Bookkeeping DIYers guide. In this guide, you’ll learn when to register for a GST/HST account, what licenses/permits you’ll need for your Canadian business, what expenses you can claim for your business, and so much more. You can sit down with a cup of coffee and follow this step-by-step guide to feel confident about your bookkeeping as you enter 2024.
Grab your copy of the Empowering Bookkeeping DIYers guide here ($99 - tax inclusive) >
Would need a Zoom session to ask questions…
Do you have some questions that you’d like answered in a Zoom call instead of going through the guide and wouldn’t mind paying a session fee? (I totally get it, time is key). Then this would be perfect for you. You can ask questions about when your income tax is due, if you should register for GST/HST, finding out if Quickbooks is right for you, and so much more.
Book an Hourly Questions Call ($60 - tax inclusive) >
Would need a new bookkeeping system and a customized to-do list to follow each time I organize my books…
If your current bookkeeping system isn’t working, or you don’t have one, this option would be great for you. It’ll allow you to have a fully functioning bookkeeping system and a checklist to pull out each time you decide to do your bookkeeping. You will feel so confident and fully understand what needs to be done to ensure you can easily visualize your business finances.
Consultation Call ($30 - tax inclusive) >
Would need to have your past year’s bookkeeping completed/reviewed…
I understand life can get overwhelming, and staying on top of bookkeeping can be challenging. That's why I'm here to offer affordable pricing plans specifically designed for completing or reviewing your past year's financial records.
To kickstart this process, I conduct a thorough system analysis, reviewing your bank accounts, current systems (such as Quickbooks or Excel), and payment platforms. This analysis pinpoints areas for improvement to ensure your system operates effectively. Even if you choose not to proceed with the project, you'll receive an invaluable document detailing areas for enhancement or to share with another professional.
Should you decide to move forward, the $50.00 analysis fee will be deducted from your total project price. Services for completing or reviewing a full year of bookkeeping start at $500, and I'm open to discussing flexible payment plans that suit your needs. Let's collaborate to bring order to your financial records, granting you peace of mind to focus on your business.
Consultation Call ($30 - tax inclusive) >
Would need to have a bookkeeper to overlook their bookkeeping on an ongoing basis or to completely hand it over…
If you’re a business owner who is currently handling your bookkeeping but seeking an extra layer of assurance or ready to entrust your bookkeeping completely for ongoing management. Open Book has you covered!
Extra Set of Eyes on an Ongoing Basis
Consultation Call ($30 - tax inclusive) >
Fully Hand Over their Business Bookkeeping
Consultation Call ($30 - tax inclusive) >
It’s time to take advantage of this slow period to organize your 2023 numbers for tax season and to start your 2024 on the right track.
I’m always here to help, so I don’t want you to feel stressed or overwhelmed. That’s why bookkeepers exist. To help guide you and organize your books.
Don’t be shy, I’m just an email away! 😉
Disclaimer: The information contained on this Website and the resources available for download through this website are not intended as, and shall not be understood or construed as, financial advice. While the professionals at the Company have education and background in the field of business accountancy, and the information provided on this Website relates to financial issues, the information contained on this Website is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your situation.
