Consulting and cloud migration services
Small business migration consult $150/hr
One on one in-depth discussions on your current situation.
Analyze your business processes, research and recommend solutions.
Final report issued with recommend course of action.
App Advisory $150/hr
We will work with you to identify areas of automation or potential optimization
Research potential software apps for your situation
Help you to implement the apps
Integrate with your accounting software where possible
Work with you and your staff to keep things running smoothly.
Sage to QBO Migration $1000
Our most popular conversion service
We will migrate your Sage 50 desktop file to QuickBooks Online.
Setup QuickBooks online properly.
Do the first months bank and or credit card reconciliation.
One hour one on one training with you or your staff
Provide a summary report on conclusion with any other recommendations.
Convert from legacy system TBD
This service is for you if you have a non-standard or just very old accounting system and you want to convert to QuickBooks online or Xero.
Two options exist, one to bring over the accounting balances or to bring over historical transactions.
This is a custom service, please connect with us for more information.
Accounting and Consulting Rates
Accounting software setup $250
Setup of your QuickBooks or Xero chart of accounts
Post setup discussion on account type and usage NOTE: this is not a bookkeeping training session.
Bookkeeping assessment $500
A deep look into the state of your bookkeeping with a full list of recommendations to move forward.
Looking for this on a regular basis? Check out our Interim CFO services.
Bookkeeping Cleanup / Year End Cleanup $75/hr
Senior level bookkeeping in QuickBooks Online or Xero.
Bookkeeping to trial balance for your year end accountant.
Perfect for clients who do their own bookkeeping but want to send a better set of books to their accountant.
Monthly Bookkeeping services $55/hr
Regular bookkeeping services
Posting transactions and bank reconciliations.
Classifying all transactions
Assign appropriate GST/HST/PST codes
1 page of bank/credit card transactions is approximately equivalent to one hour of bookkeeping.
Software subscription to QuickBooks/QuickBooks Online/Xero required for separate monthly fee.
Software Research and setup $150/hr
Assess and research software that will work for your business. (Your Tech Stack)
Setup and implement small business software
Service Software (ServiceM8, Jobber, Knowify),
Payment software (Plooto, Rotessa)
Reporting Software (Spotlight, Fathom)
One on One training for you or your staff.
Interim Controller / CFO Services $500+/month/quarter
Report setup in your accounting software (QBO, Xero)
Regular review of bookkeeping/accounting
Monthly/Quarterly review of financials
Assistance with Budget setup and monitoring
Cash flow setup and monitoring
Consulting fee $150/Hr
For one time projects, technical consulting, software research and implementation.
2 hour minimum for onsite* visits, discounts for longer projects.
* Onsite available in the Okanagan area only.