Services
Providing Everything You Need
The Clear Picture
The low-commitment front door.
What’s included:
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90-minute working session
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Review of current books and reports as they stand
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Plain-language walkthrough of profit & loss, balance sheet, and cash position
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A one-page summary: where you are, in words you’d actually use
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Three prioritized fixes, ranked by what buys the most breathing room
Best fit for owners who’ve never had someone explain their own numbers to them.
Systems Reset
From chaos to a checklist.
What’s included:
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Workflow mapping across the business, bottlenecks flagged
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3–5 written SOPs, handed over in a format the team can follow
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File structure, naming rules, approval lanes, and one or two automations set up
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QBO cleanup and configuration
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Two 1:1 training sessions so the owner isn’t dependent on Judy afterward
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A handoff session where someone else runs the process while we watch
Best fit for the owner who finds that everything lives in their head and nothing is written down.
The steady rhythm that keeps the systems working.
Steady Rhythm
What’s included:
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Monthly snapshot with plain-language interpretation
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Monthly coaching call — what’s working, what’s leaking, what’s next
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Simple cash-flow look-ahead
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QBO support between calls
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Quarterly deeper review with a forward plan
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Email access for the small questions
Best fit for the owner who wants to step back from the day-to-day without losing sight of the numbers.
Year End Clarity for Businesses
What’s included:
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Plain-language walkthrough of P&L and balance sheet
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Year-over-year: what grew, what leaked, what to watch
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Accountant-ready package, organized to shrink their bill
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A coaching conversation about the year ahead
Best fit for owners whose only view of their year is a tax return that arrives months late.
Year-End Clarity for
Non-Profits
What’s included:
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Statement of operations and financial position, explained plainly
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Board-ready summary directors can actually read
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Funder and grant reporting support
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T3010 / T1044 organized and ready for the accountant
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AGM or board meeting prep session
Best fit for Boards and community organizations — fire halls, associations, registered charities — who need to show stewardship, not profit.
Add-ons
Priced separately and available with any package.
