Monthly Bookkeeping Services for Modern Professionals
To the go-getters whose growing success also means you’re falling behind on your books: I’m here for you
The savviest entrepreneurs know that to stay on top, you first have to get on top of things. That means relying on a bookkeeping bestie like me to take care of your financial systems, so you can wholeheartedly dedicate yourself to what you love.
Feeling like your thriving business truly supports you is only possible when you let go of doing it all
In theory, getting your books organized sounds simple: hold onto your receipts, plug in your revenue and losses, and voila: see the (=SUM) of your profits. But what about when you have more transactions than ever, you haven’t paid yourself consistently in months, you’re always guessing what you can expense, and tax season is creeping up?
You shouldn’t have to sacrifice your time to DIY your books, or pay thousands for an accounting firm or CPA to correct them. Because when your books are well-kept by a caring bookkeeper, you can make your numbers intentionally work for you.
I’m here to show you that bookkeeping doesn’t have to be stressful. It can give you peace of mind and a whole new level of confidence.
Rest assured: with me by your side, your books will always be…
On-Point & Organized
Giving You Insight
Tax Season Ready
& Audit Proof
To give you clarity on how your money is coming and going
To help you make confident business decisions
To alleviate your worries if the CRA ever asks for proof of expenses
Virtual Bookkeeping Services in Vancouver
Monthly Bookkeeping
For when you need your books to keep up with your growth
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service
A thriving biz is supposed to give you work-life balance, but you’re saying “no” to easy yesses’ because of piling admin work. Good news: I’ll keep your books clean and guide you through how you’re doing month-to-month — so you can gain confidence in your numbers and make your money work for you.
- Categorization of Revenue & Expenses
- Organization & Matching of Receipts to Transactions
- Invoicing Management (Accounts Receivable)
- Bill Payment Management (Accounts Payable)
- Reconciliation of Bank & Credit Card Accounts
- GST/PST/HST Tax Filing
- Payroll Assistance
- Customized Financial Reports Delivered Straight to Your Inbox
- Unlimited Email Support & Clear Communication
What you’ll geT:
Let's Start!
Clean Up & Catch Up
For small business owners who are ready to get back on track
If you have a stack of receipts piling up on the side of your desk, a spreadsheet you haven’t touched in months and months, or if your numbers aren’t tallying up but you have no clue why, my Clean Up & Catch Up could be the solution for you.
- Review & Analysis of Your Current Books
- Categorization of Revenue & Expenses
- Organization & Matching of Receipts to Transactions
- Bank & Credit Card Reconciliation
- In-Depth Review of All Previous Entries
- Preparation of Comprehensive Financial Reports
- 1 Hour Review Call
What you’ll geT:
I Need This!
Monthly Bookkeeping Plus
For when you’re ready to take your next big step and need support with your business goals
Add-on
accounting
services
Before you start planning an event, your next major launch, or drawing up blueprints to double your revenue, you need trusted accounting advice. I can help you set a realistic budget, forecast your year end results, and track your special project’s performance — giving you 1:1 support every step of the way.
you’ll get everything in monthly bookkeeping:
- Categorization of Revenue & Expenses
- Organization & Matching of Receipts to Transactions
- Invoicing Management (Accounts Receivable)
- Bill Payment Management (Accounts Payable)
- Reconciliation of Bank & Credit Card Accounts
- GST/PST/HST Tax Filing
- Payroll Assistance
- Customized Financial Reports Delivered Straight to Your Inbox
- Unlimited Email Support & Clear Communication
Plus a Monthly 1:1 Call to review your financial reports and dive deeper into the areas you need more support in, like:
- Budgeting
- Cash Flow Forecasting
- Variance Analysis
- Project Tracking and Reporting
Let’s Chat!
Done-for-you monthly bookkeeping services are for you when you’re ready to…
Stop stress-guessing your finances and experience peace-of-mind
Say goodbye to dreadful admin work and fully embrace your calling
Move from maintaining operations to making confident, CEO decisions
Take back control of your time and step into real work-life balance
Frequently Asked Questions
Have questions about what working with Uplift Bookkeeping is like? I’m an open book!
The purpose of our discovery call is to determine what services you need, how I can help, and (*crosses fingers*) on whether or not we could be a good fit working together. My only ask is that you come to our discovery call prepared with your last two months of bank and credit card statements so we know how many transactions you average per month.
Honestly, there is no right answer to this question. Every entrepreneur is different. Most business owners I know had the time and patience to start with a simple spreadsheet or use the free version of Quickbooks, and that is totally okay! You’ve gotten this far with DIY so it’s easy to justify doing the bookkeeping yourself. BUT if you start to feel you can’t keep up with the mounting transactions, your profit isn’t increasing at the same pace as your sales, or if you’re starting to feel that DIY is sucking up more energy than what you think it should be, it might be time to outsource bookkeeping to someone that confidently does it for a living.
Poor bookkeeping can lead to tax penalties, missing out on potential tax deductions and increasing your risk of being audited by the Canada Revenue Agency (CRA). This is the time to engage Uplift Bookkeeping for clean up/catch up services. We will set up, review and update your financial records in Quickbooks to produce an accurate and organized set of books that can stand up to the scrutiny of CRA.
I request read-only online access to banks, credit cards, and your invoicing system (ex. Jane, Stripe,etc). Almost all of these allow a read-only accountant log in, and I will help you figure out how to set it up, so your data is always secure. Why do I need to give you separate access? This allows me to work efficiently and avoid bothering you for login requests or more information found within your accounts.
As a bookkeeper, we do not provide tax advice and/or services other than helping you file your GST/PST/HST payments, and this is built in as part of your monthly bookkeeping package. We will work closely with your accountant/tax preparer at year-end and during tax season.
Let’s make “bookkeeping” forever crossed off your to-do list
At Uplift Bookkeeping, I’m here to genuinely support you and your business. As your financial wingwoman, you’ll never need to worry about your numbers or tax season again. Together, we’ll have comfortable conversations about money, and celebrate all your success stories!
Let's Start!
