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Services

Bookkeeping and business systems support for growing Canadian service businesses.

Based in Summerside, PEI, I support businesses across Prince Edward Island and throughout Canada.

Whether you need to repair the financial foundation, maintain reliable monthly records, or improve the systems supporting your growing business, I provide practical, collaborative support designed around what your business actually needs.

Amanda's home office with a desk, chair, window, and organized workspace

Financial Foundations & Cleanup

Quoted individually

This service is for businesses that need their books reviewed, rebuilt, caught up, or properly structured before reliable monthly work can begin.

It can be a good fit for new businesses, businesses moving into new software, or businesses whose bookkeeping has become inconsistent or difficult to manage.

See everything included

Depending on the agreed scope, support may include:

  • Bookkeeping diagnostic review
  • Historical cleanup and catch-up
  • Chart of accounts restructuring
  • Opening balances and account reconciliation
  • Software implementation or conversion
  • Financial workflow organization
  • Accountant-ready records
  • Recommendations for ongoing systems and responsibilities

Projects are quoted individually based on the condition, volume, complexity, and period covered.

Ongoing Bookkeeping Partnership

From $300 per month

Designed for owners who want their books kept current and accurate, but also want a bookkeeper who pays attention, communicates clearly, and helps them understand what their records are saying.

See everything included

Depending on the agreed scope, support may include:

  • Monthly reconciliations and transaction review
  • Accounts receivable and payable workflows
  • Payroll and remittance oversight
  • GST/HST tracking and accountant-ready records
  • Monthly financial reporting
  • Regular communication and follow-up
  • Coordination with accountants and other advisors
  • Recommendations when something appears unclear or inconsistent

Pricing reflects the scope, complexity, and level of support required. You will receive a clear recommended scope and pricing before work begins.

Bookkeeping, Operations & Systems Partnership

Quoted individually

For growing businesses that need more than monthly bookkeeping. This collaborative service combines financial oversight with practical support improving the systems, workflows, and administrative structure behind the business.

See everything included

Depending on the agreed scope, support may include:

  • Everything included in ongoing bookkeeping
  • Cash-flow and financial-priority support
  • Invoice, payment, registration, and document workflows
  • Software selection and implementation
  • Reporting and tracking systems
  • Process development and simple SOPs
  • Project or launch support
  • Regular planning and accountability meetings
  • Coordination across owners, team members, accountants, banks, and advisors

Customized engagements are developed around the business’s priorities, complexity, and level of ongoing support required.

Additional Support

Depending on the engagement, additional support may be available for:

  • Accounts receivable support
  • Accounts payable support
  • Payroll processing or remittance oversight
  • Administrative templates and simple SOPs
  • QuickBooks Online or other agreed software support and training
  • Workflow development and document organization
  • Short-term implementation or project support

Additional services are quoted based on scope and availability.

Software beyond the books

Support can include software used for invoicing and payment collection, expense and receipt management, payroll, appointment or course registration, document storage, project or job tracking, reporting, and internal workflows.

The goal is not to add more technology than the business needs. I look for practical tools that reduce duplicated work, support clear ownership, and can realistically be maintained by the owner and team.

Payroll support

Depending on the engagement, support may include payroll system setup, coordination with a payroll provider, recording payroll activity, tracking payroll liabilities and remittances, reviewing payroll reports, and overseeing the monthly payroll workflow.

Multiple companies, properties, or income streams

I can help business owners organize the financial records and workflows connected with multiple corporations, properties, revenue streams, locations, or lines of business.

Separate legal entities generally require separate financial records. I will also collaborate with your accountant when tax or corporate-structure guidance is required.

What I do not do

I do not prepare or file personal or corporate income tax returns, provide tax planning or legal advice, perform audits or assurance engagements, or act as a CPA.

Administrative and operational support is available when it connects with the financial organization, systems, or agreed priorities of the business. I do not offer unlimited or general virtual-assistant support as a standard service.

My goal is to help small business owners move from financial overwhelm to organized, reliable systems that support their growth and day-to-day operations.

Tell me about your business