Trades & Business Owners
Bookkeeping You Can Rely On!
Income & Expense Categorization
Income & Expense Categorization
Income & Expense Categorization
Bank Reconciliation
Income & Expense Categorization
Income & Expense Categorization
GST Returns
Income & Expense Categorization
GST Returns
Payroll
Receipt Management
GST Returns
Receipt Management
Receipt Management
Receipt Management
Invoicing
Receipt Management
Receipt Management
Bill Payment
Budget Tracking
Budget Tracking
Budget Tracking
Budget Tracking
Budget Tracking
Job Costing
Budget Tracking
Communication with CRA, Accountant & WCB
Communication with CRA, Accountant & WCB
Communication with CRA, Accountant & WCB
Communication with CRA, Accountant & WCB
Bookkeeping System Setup
Communication with CRA, Accountant & WCB
Bookkeeping Process Improvement
Bookkeeping Process Improvement
Communication with CRA, Accountant & WCB
Bookkeeping Process Improvement
Pricing
The Starter Toolbox
Starting at $250/month
- One Business Bank Account
- Income & Expense Categorization
- Bank Reconciliation
- Bookkeeping System Setup
- Monthly Financial Reports
- Up to 30 minutes of support (Email, phone, text)
The Trades Essentials Plan
Starting at $525/month
- Up to 2 Business Bank Accounts
- Income & Expense Categorization
- Bank Reconciliations
- Bookkeeping System Setup
- Monthly Financial Reports
- Up to 1 hour of support (Email, phone, text)
- Quickbooks or Sage Subscription
- Quarterly/Yearly GST Return Filing
- WCB Annual Returns
- Communication with your Accountant, CRA & WCB (Part of support time)
The Working Crew Package
Starting at $875/month
- Up to 3 Business Bank Accounts
- Income & Expense Categorization
- Bank Reconciliations
- Bookkeeping System Setup
- Monthly Financial Reports
- Up to 1.5 hours of support (Email, phone, text and zoom/google meets)
- Quickbooks or Sage Subscription
- Receipt Management
- Quarterly/Yearly GST Return Filing
- WCB Annual Returns
- Communication with your Accountant, CRA & WCB (Part of support time)
- Budget Tracking
- Full Payroll Service on a monthly basis for up to 5 employees
The Jobsite Advantage Package
Starting at $1,150/month
- 4 or more Business Bank Accounts
- Income & Expense Categorization
- Bank Reconciliations
- Bookkeeping System Setup
- Monthly Financial Reports w/ review meeting
- Up to 2 hours of support (Email/phone/text/virtual)
- Quickbooks or Sage Subscription
- Receipt Management
- Quarterly/Yearly GST Return Filing
- WCB Annual Returns
- Communication with your Accountant, CRA & WCB (Part of support time)
- Budget Tracking
- Job Costing (Tracking income & expenses per job)
- Full Payroll Service on a monthly basis for up to 10 employees
The Full Jobsite Bundle
Starting at $1,500/month
- 4 or more Business Bank Accounts
- Income & Expense Categorization
- Bank Reconciliations
- Bookkeeping System Setup
- Monthly Financial Reports w/ review meeting
- Up to 3 hours of support
- Quickbooks or Sage Subscription
- Receipt Management
- Quarterly/Yearly GST Return Filing
- WCB Annual Returns
- Communication with your Accountant, CRA & WCB (Part of support time)
- Budget Tracking
- Job Costing (Tracking income & expenses per job)
- Full Payroll Service on a monthly basis for up to 15 employees
- Invoicing
- Bill Payment
Customized Package To Fit Your Business
Not seeing a package that suits your needs? We can tailor one to fit your business during the Kick-Off Call. Here's a list of the services we offer that can be included in your package to help you stay ahead and keep your business running smoothly!
- Basic Bookkeeping (Income & expense categorization, bank reconciliations & monthly financial reports)
- Bookkeeping System Setup
- Bookkeeping Process Improvement
- GST Return Filing
- Full Payroll Service
- WCB Annual Returns
- Receipt Management
- Budget Tracking
- Job Costing (Tracking income & expenses per job)
- Invoicing (Accounts Receivable)
- Bill Payment (Accounts Payable)
- Communication with your Accountant, CRA & WCB
- And more!
Next Steps
Book a Free Kick-Off Call
We'll chat about your business' needs and the services we offer to see if we're a good fit. During the call, which typically takes 15-30 minutes, we'll request that you provide 3 months of bank statements & access to your bookkeeping system for us to review - this will allow us to give you a quote on the spot.
Signed Contract & Initial Fee
If you choose to move forward with our services, the next step is to sign a contract which will be emailed to you and can be signed on your phone or computer - as well as to provide the initial fee.
Onboarding Meeting (Virtual)
After we receive your signed contract & initial payment, we will schedule your onboarding meeting. This call is done virtually on either zoom or google meets and typically takes 30-60 minutes. We'll work together to get everything setup for success which includes giving us access to your bookkeeping system (or creating it if you don't have one yet), CRA & WCB accounts, view-only access to your bank account and any other systems that we need. We'll also go over the blueprint for how we will work together moving forward - sharing documents, communication, etc.
Moving Forward
After your onboarding meeting, we'll be ready to start working together. You'll know what we need from you and what to expect from us!
Frequently Asked Questions
How do I get my paperwork to you?
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
Whether you are local to us (Nampa, AB area) or not, you can get your documents to us by giving us access to the systems you use - bookkeeping system, CRA account, Business Bank Account (view-only access), etc. Receipts tend to be the tricky part, so we recommend having the bookkeeping system app on your phone and when you take a picture of your receipt it automatically uploads it - we can show you how!
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
If you've got a big stack of paperwork to catch up on, taking a picture of every receipt can be a total pain - we get it. So if you're local to us we can schedule a time to meet up and hand over paperwork. If you're not in our area, you can mail your receipts to us.
Does my information stay secure?
I have a few years to catch up on and don't want to take a picture of every receipt - what now?
How often will my books be updated - weekly or monthly?
Absolutely! We always strive to make sure that your information is kept private and secure. A few of the ways we do that is by using reputable bookkeeping systems, having proper access to your systems, recommending that you send your data to us in secure ways and password protecting the reports we send to you.
How often will my books be updated - weekly or monthly?
How do you communicate with me - email, phone, text, etc.?
How often will my books be updated - weekly or monthly?
We love to keep your books up to date on a weekly basis - this takes a partnership though - so as long as you're uploading your receipts on a daily/weekly basis then we can maintain your records every week.
How do you communicate with me - email, phone, text, etc.?
How do you communicate with me - email, phone, text, etc.?
How do you communicate with me - email, phone, text, etc.?
We prefer email communication so that there is always a paper-trail for both of us to reference since we are often talking about detailed things. However, communication can also be done through phone calls, texts and virtual meetings (zoom, google meets, etc.).
What bookkeeping systems do you use?
How do you communicate with me - email, phone, text, etc.?
How do you communicate with me - email, phone, text, etc.?
We currently use Quickbooks Online, Sage 50 & Sage Online.
I don't have an accountant, can you recommend one?
What do you need from me each week/month and how much of my time will it take?
Can you work with my accountant at year-end so things go smoothly?
Definitely, we would love to recommend an accountant for you to use!
Can you work with my accountant at year-end so things go smoothly?
What do you need from me each week/month and how much of my time will it take?
Can you work with my accountant at year-end so things go smoothly?
Absolutely, we're always more than happy to communicate with your accountant to make sure your year-end goes off without a hitch!
What do you need from me each week/month and how much of my time will it take?
What do you need from me each week/month and how much of my time will it take?
What do you need from me each week/month and how much of my time will it take?
If you give us access to all the relevant systems that you use then the only thing we need from you is your receipts - if you take a picture of your receipt after each purchase it only takes a couple seconds :)
How quickly can you get my books caught up if I'm behind?
Will you remind me when things are due or do I have to keep track of that myself?
What do you need from me each week/month and how much of my time will it take?
We typically estimate about 1-2 months depending on how many years you are behind - if we have all the documents we need at the start, it may be quicker ;)
Will you remind me when things are due or do I have to keep track of that myself?
Will you remind me when things are due or do I have to keep track of that myself?
Will you remind me when things are due or do I have to keep track of that myself?
That's our job! We will remind you when deadlines are coming up and send you the necessary info (ie. gst returns, payroll remittances, wcb returns, etc.)
Can you help me set up better systems so my bookkeeping doesn't pile up again?
Will you remind me when things are due or do I have to keep track of that myself?
Will you remind me when things are due or do I have to keep track of that myself?
Absolutely, that's what we're here for! Anytime we see a process that could be improved we love to provide feedback so your business can run as smoothly as possible.