Bookkeeping That Works for Busy Entrepreneurs

• Maintain bank feeds

• Match and record transactions

• Request receipts and invoices as needed to keep your books audit-ready

  *We don't pay bills or do bill collections.

• No caps on transaction volume

• Pricing reviewed every 6 months to stay aligned with your growth

• Connect as many as you need

• We follow Profit First™ Method in our own business

• Reach out anytime with questions or to discuss ideas

• Extra analysis and research billed separately

  *We aim to reply within 24 hours, Monday to Friday only.

• Monthly financial reports

• Key metrics dashboard

• 5-minute video explaining your company's financial health

  *Strategic clients monthly meeting with their Account Manager

Track and file Goods and Services Tax / Harmonized Sales Tax (GST/HST) and Provincial Sales Tax (PST) returns, ensuring that clients collect the right amounts and remit them to the CRA on time.

• For businesses with employees

• We set up and manage integration with Xero

• We troubleshoot when needed

  *You run payroll and pay subscription

• Year-end slide presentation

• Charts and visuals of your company's finances

• Comparison to previous year

For our Strategic clients, we meet annually to create a budget and provide a monthly budget-to-actual comparison. This lets you see exactly how you’re tracking against your plan each month so you can course-correct as needed.

All the tools needed for clean books so you can make confident decisions.

• Virtual Coworking / Office Hours with a team member from Bereti Business Solutions LLP to help help troubleshoot issues or answer questions about Xero. 

     First Thursday of the month: 6:00–7:30 PM PT

First Friday of the month: 2:30–4:00 PM PT

• Bookkeeping SOS: Hitting a wall with your books? Send us a question and we’ll reply with a custom Loom video to help you push through.
• Access to a community of fellow entrepreneurs managing their own books, where you can post questions about money, bookkeeping, and financial strategy as well as receive support, encouragement and practical tips from peers who understand your challenges.     
• Resource library with templates and pre-recorded Trainings.
• Membership includes a monthly subscription to our preferred accounting platform, Xero.
• Monthly Client Newsletter with important updates and deadlines.
• A discounted rate for 1:1 bookkeeping services in Xero (we’ll help you get caught up on your books if you need!) 

• On a different accounting platform? No problem—we’ll migrate you at no additional cost. 

 (Yes, we love Xero that much! Find out why we’re so obsessed with [Xero].)

 *Some conditions apply

Note: Coworking sessions won’t be recorded. To get the most value and keep your books on track, we encourage you to join live. If you’d like to screen share but prefer not to do so in the main room, we can move to a breakout space.