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When It Comes To Bookkeeping, Do
You Say,
"Please
Don’t Make Me Do It!"
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Does it make you pull your hair out?

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Do you let it sit until it takes over
your office?
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Do you try to get your wife/husband
to do it because they have that kind of mind?
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Do you worry that you might be missing
things?
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Do you spend your time off doing it?
(What time off?)
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Do you wish it would all just get done
so you can forget about it?
I know I’ve done my
job when the
lines of worry leave
your face.
We can do it faster than
you can worry about it.
You can
keep up to date and on top of your business by having your bookkeeping
done weekly, monthly, quarterly or annually at your place or ours.
This is what we do.
We are fast and accurate. We provide you with the information you
need to run your business profitably and more efficiently. We understand
small business so we know what you need.
If you prefer, we will bill you a
set monthly rate that covers all your work. No more bills when you
call for information. We meet you on a regular basis to review your
financial statements and see how you are doing.
You Can Do It.
And we'll help.
We can
help train you or your staff (wife/husband) do your bookkeeping accurately
and efficiently.
Individualized training
is at your place or ours. You learn the specifics of the program
that apply to you as you work on your bookkeeping. I am a Certified
Quick Books ProAdvisor and I can show you tips and shortcuts to cut your
bookkeeping time.
We can set up your books properly
with accurate initial entries that reflect the start of your business.
We will set up your forms such as invoices and receipts the way you want
them to look using the customizable templates to maximize your ability
to take advantage of the marketing opportunities. We will design
the procedures to be streamlined and to give you the information you need
to manage your business.
We will design a paper procedure
that is easy to use and stops leaks of information. We will design
forms and procedures everyone can use to ensure all the information you
need is available. I will outline a framework to help you make decisions
in the future.
We will discuss your goals and the
benchmarks you will use to monitor your progress towards them.
Call Us Crazy, But
We Think It’s Fun!
You can
drop off your boxes and bags of receipts and we’ll bring you up to date.
Bags and boxes of receipts
are just big puzzles for us. With decades of experience we are able
to organize your information, find the gaps and often we can fill them
in or let you know what other information is required. We can find
money owed to you and let you know where you stand with your business.
As we fast forward through your business
we see trends and opportunities unfold.
How we work
We work
with your needs, your budget and your schedule.
We
are a group of independent bookkeepers united to provide exceptional service
through the resources and expertise we share. Your work is delegated
to one of the bookkeepers, with Frances providing careful support.
When the work is completed, it is reviewed and sent to you.
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Spend your time making money.
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Understand how you are doing in your
business.
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We work at your place or ours.
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We bill monthly or as needed.
We work with you to help you use the
important information in your financial statements. We work with
your needs, your budget and your schedule. Call Frances today!
Rates, Bookkeeping
Plus
Outsource
your bookkeeping knowing it’s in the hands of professionals and it is getting
done right. We are not the cheapest solution: WE DO OFFER THE BEST
VALUE.
Bookkeeping
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Government compliance
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Reconciliations
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Financial Statements
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Once a year meeting to set your financial
goals for the coming year
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Basic bookkeeping service
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$100 and up
Management
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Monthly or weekly bookkeeping
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Financial statements with a monthly
assessment report
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Quarterly meeting to evaluate and set
next objectives
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Use your bookkeeping information to
stay on top of your business
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$225/month and up
Growth
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Weekly or monthly bookkeeping
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Monthly meeting to review, evaluate
and set next objectives
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Email and phone consultations as required
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Actively work to grow your business
using your financial information as a guide
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$350/month and up
For all new clients who are
starting their bookkeeping:
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You’ve heard the expression: garbage
in garbage out. That can apply to your bookkeeping if it hasn’t been
set up properly. Unless you set up your Chart of Account (list of
all the accounts you post to) in a way to give you the information you
want, you won’t get the information you want.
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This procedure takes 2 hours of your
time (much more of our time). We review your business as we review
your Chart of Accounts. You get a set of books that will give you
exactly the information need.
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$250
Rates, A La Carte
Training
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We come to you and tutor you as you
do your work. We are patient and make sure you understand before we move
on to the next topic. You learn only what you need to know in condensed
sessions. This is the most efficient way to learn how to do your
bookkeeping and use QuickBooks.
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Usually 2 ½ hour sessions
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$60/hour
Payroll
Report with cheque amounts - you write
the cheques
Monthly deduction report
Records of Employment
T-4’s
Set up and first month $150
$25/ pay period for up to 10 employees
Taxes
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Small Business Tax Specialists
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Sole Proprietor/ Partnerships
$125/ person
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Corporate Returns $450 and
up
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Spousal Returns $35 and
up
We do not do tax planning.
We strongly urge you to seek the advice of a Qualified Small Business Accountant
on a regular basis.
Financial SMARTS for your
Business
Bookkeeping Tune Up
This service is for people who
are doing their own books and want to make sure they are doing everything
in the best way.
Answer questions you may have
Review of your Chart of Accounts so
you get all the correct reports you need
Review of your bookkeeping procedures
to streamline your work
Pick out the specific numbers you should
be tracking that will guide you to achieve your business goals
2 meetings $597
You will spend less time bookkeeping
and get more out of it.
Financial SMARTS
Your business should support
you in living the life you want.
Review where you stand with your business
Clarify objectives and expectations
you have for your business
Create a plan to meet them
Monthly review and strategy session
to keep you moving forward
6 months $997
You will move your business to
the next level – whatever that is for you.
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"We
are new clients and have found working with Frances for the first time,
that she very professionally handles issues and follows up and follows
through. Frances turned our tax nightmare into a "clear" and understandable
outcome being able to communicate easily with her related to questions
and answers with quick responses. We look forward to doing business next
tax year!" - Heather Diane Parrish and Eric R. Parrish, The Wylde Heather
Bed & Breakfast and Pride & Joy Lawn and Garden Care
"We
totally believe in doing what you do well and hiring professionals to cover
the areas of your business that they do well. Fran Schagen of Crystal
Clear Bookkeeping is the professional we trust for all our bookkeeping
needs. Leaving this part of our business to her gives us the time to focus
on what we do well - helping people and organizations maximize their life
potential. We highly recommend this company for efficiency, dedication
and trust. Thanks Fran, you're the best!!" - Ronda Degaust and Bob Clarke,
Life Potential Developments
"I
am pleased to have been asked to write a letter of reference for Frances
Schagen. She has been our bookkeeper for our cattle business for a few
years now. Frances has many qualities we require in our business; she is
honest, a self-starter, able to deal with company personnel in an efficient
manner, and is capable of organizing and managing our almost unmanageable
paper trail. She has an extensive business background so has been a real
asset in handling our GST returns, payroll account, income tax files, banking
business, etc. Additionally, Frances has a pleasing manner and can easily
handle the frustrating bureaucratic requirements necessary in doing business
these days. Frances is computer literate; she is very familiar with the
internet and can get any information needed quickly. In closing,
we can highly recommend Frances as an asset to any enterprise needing a
qualified person who can work independently and bring a positive atmosphere
to your business. Sincerely," Mrs. Dianne Oulton, Charvale Charolais
Ranch |