Here’s the thing, trying to grow your business before you delegate your already heavy workload will lead to BURNOUT. And burnout leads to sloppy work, loss of passion, and giving up. I know you don’t want to give up. You just want it to be easy or at least easier. You want to feel that burning passion when you work. There are just some things about business ownership that you aren’t passionate about. No matter how important they are.
The problem is, as your business grows your calendar fills up. It’s exciting and a bit overwhelming. It doesn’t really seem like a problem at all. But soon you discover there’s no time for more growth and more time spent working on stuff outside your area of expertise. You’re FAR from your ultimate goal, and if you could just bring in more revenue you could afford to outsource some stuff. You’d have your time back. Oh, the energy you would feel. And then… you’ll be able to grow your business. You’re overflowing with ideas and hungry to dive into them.
Insert your next problem here > no time or energy to get around to those ideas. Just a few more hours a day. Heck, a few more hours a week or month would be incredible. You would be busting out business like nobody’s business.
So where will you find the time to take the necessary steps to reach your goals?
Introducing: Bookkeeping that grows with your business.
Bookkeeping that allows you to grow was born out of inspiration to serve my clients. Our packages allow room for growth without raising your fixed monthly fee. We do the bookkeeping so you can get back your time and energy.
We deliver accurate, timely kept books you can access at your fingertips allowing for strategic business decisions and goal making you can track month after month.
Too many business owners think they need to do all the things, but really the last thing you want to do when work is done is more work. And when you do have to do those things, not in your area of expertise, it feels like a weight you’re dragging around.
It’s time to do what feels light and easy in your business and leave the heavy stuff for people who find it light and easy. Hire an expert in their field and stop stressing about the hours spent doing it yourself.
Or perhaps you’re someone stuck in the boat with someone else doing the bookkeeping and they really shouldn’t. Watching a few YouTube tutorials does not a bookkeeper make.
Shift this responsibility, get back what you’ve lost, and shake off the stuff that drains you and makes you cringe.
Bring on someone who compliments your business.
Hi there! I’m Colleen Forcier and I’ve loved numbers and getting my ducks in a row since I can remember. My first taste of bookkeeping was in an accounting class in high school that satisfied my love for numbers and order. I didn’t jump right into bookkeeping after high school but there was a definite theme of what I enjoyed about the jobs I worked.
No matter where I was, from fast food in my early employed days to haircutting in my more recent days, I loved the numbers and organization part of my job. Counting money, doing paperwork, and keeping track of product and sales. I loved it!
So when one day my life came full circle back to bookkeeping I took a leap.
I’ve been in business for the last 3 years working with owners who were just starting out to those building their businesses and needing to get out from under the weight of their responsibility.
I have received certification of completion with BBL, earned Quickbooks Online Proadvisor, Xero Certified Advisor, and certified partner with Hubdoc, and am a partner with Wave Accounting in order to serve my clients with skills that bring results.
So what can you expect from our services?
Accurate, timely books so you can:
- Make informed decisions
- Maximize deductions
- Be ready at tax time
Reduced heavy workload.
More time and energy so you can:
- Be at your best
- Grow your business
Rest easy knowing your books are covered.
Zoom meetings to bring your business reports to life.
Knowing the health of your business.
Clear lines of communication.
- Each package has a maximum number of transactions per month combined from all accounts. To get your transaction amount, take the average for the last year per month.
- Bank accounts include checking and credit card accounts.
- Loans include all types.
- Video chats are the maximum for meetings via Zoom.
- Financial reports include Balance Sheet, Income Statement, and Statement of Cash Flow.
- Tax reports are included for all clients.
- Accounting software is covered in the case where we create an account for you.
- Cloud document management is included for all clients via Google Drive.
- Document retrieval and receipt management are included for all clients via Hubdoc.
- A customized communication hub and workflow management are provided for each client via Slack and Asana.
Bookkeeping that Grows with Your Business
Monthly Fee $305
Catch-up Fee per month $200
Monthly Fee $540
Catch-up Fee per month $405
Monthly Fee $845
Catch-up Fee per month $607
Monthly fee $1137
Catch-up Fee per month $810
10% off all catch-up work when paid in full.
*10% off clean-up work when invoice is paid in full within 3 days of billing.
Q: What are catch-up and clean-up work?
A: Catch-up work is any month where work has not been started. Clean-up work is when work was done but incorrectly and needs to be corrected.
Q: How is clean-up work determined?
A: Temporary access to the current books is necessary to assess the extent of clean-up if needed.
Q: Do you take payments for catch-up work?
A: You have two options for catch-up work. Option 1: 2 payments – the 1st payment due at the time of agreement signing and 2nd payment due once half of the catch-up work is completed. Option 2: a 10% discount if paid in full at the time of agreement signing.
Q: Do you take payments for clean-up work?
A: Clean-up work is billed in a range. For example, there is a minimum to a maximum amount quoted once a Detailed Diagnosis is done on your books ($2500-3500). Half of the maximum is required for work to start and the remainder will be billed shortly before completion of the clean-up.
Q: Can you just tell me what is wrong with my books and how to fix it?
A: I can provide a Detailed Diagnosis of your books. Please make an appointment on my scheduling page.
Q: When the max transactions, bank accounts, or loans is exceeded when will I be bumped up to the next level package?
A: Our agreement is reviewed every six months to determine if you still require the current package and is adjusted at that time. We look closer at the number of transactions, frequency of video meetings, and frequency of financial reports when determining switching packages. We only look close at accounts and loans when the number is great compared to the package allowance. For instance, having 8 bank and credit card accounts could move from a Silver to Gold Package. Each case is taken into consideration on its own.
Q: What if my own transactions, bank account, or loans are drastically different from the packages? For example, 225 transactions (Gold level) and 2 bank accounts (Silver level). Will I pay less?
A: Our packages are constructed in a way that allows your business to grow. They are put together in a way that allows for fluctuation and can cover the majority of businesses.
Q: What if I have more transactions, bank accounts, or loans than the platinum package allows?
A: If the number of transactions, frequency of video meetings, or frequency of financial reports is not beyond the maximum of the platinum package and the accounts and loans are do not surpass the 1.5 times the maximum you may still qualify for the platinum package. In the event the number of transactions, frequency of video meetings, or frequency of financial reports is beyond the maximum of the platinum package, please contact me for customized pricing using the provided form.
Q: How do we work together? Do you come to me or me to you?
A: I am completely remote. We work together through a customized communication hub and zoom meetings. I use cloud-based software for accounting/bookkeeping, document management, document retrieval, and receipt management.
Q: Do you provide A/P or A/R services?
A: You may request a proposal for A/P or A/R services on the form provided.
Q: Do you provide budgeting support?
A: You may request a proposal for budgeting support on the form provided.
Q: Do you provide benchmarking services?
A: You may request a proposal for budgeting support on the form provided.
Q: Do you provide inventory management?
A: You may request a proposal for inventory management on the form provided.
Q: Do you provide sales/use tax reporting?
A: You may request a proposal for sales/use tax reporting on the form provided.
Q: Do you provide tax planning and/or tax services?
A: I prefer to stay in my area of expertise and have partnered with an EA for tax planning and tax services. You may request a proposal for tax services on the form provided.
Q: Do you provide payroll services?
A: I prefer to stay in my area of expertise and have partnered with a payroll provider. You may request a proposal for payroll services on the form provided.
Get your time and energy back!
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