Balancing the books for you.
I give small business owners peace-of-mind by managing their bookkeeping for them, which helps to make their day less stressful. Outsourcing their bookkeeping helps them to stay focused on what they do best, and in turn to reach their goals in growing their business. They also have more quality time to spend with family & friends, allowing them to maintain that important balance between their business and social lives, by leaving the bookkeeping to me.
Meet Carol
Just a little about myself: I have 23 years of bookkeeping experience. I have been self-employed for the majority of my life, owning a number of small businesses. My bookkeeping experience includes the following businesses: a Grocery Store, Photography Studio, Motorcycle Dealership, Fish & Seafood Store, Consignment & Retail Store, a Church (non-profit organization), Health Care Home, Social Worker, Geologist, and an Archaeologist.
I took my training through Career City College in Kelowna BC: Core & Advanced Accounting, as well as Core & Advanced QuickBooks, and Canadian Payroll. I am open and willing to learn about any type of business so that I am able to provide bookkeeping for them. I believe in spending time on continued education to stay up to date with my career choice, so I am able to provide the best service to my clients. Besides bookkeeping, I have also worked as a professional photographer, and a holistic practitioner in the past.
I feel that we all do our best work by maintaining a balanced business and home life, therefore I enjoy seeing my clients transform their lives as they let go of some of the jobs that can be delegated to others, such as myself. Working from home in my own small business allows me to achieve balance as well. I love having plenty of time to focus on my clients during my work-week, and also take time to spend on other areas of my life.
In my free time I enjoy working in my yard, kayaking, bike riding, camping, playing Pickleball, cross-country skiing, yoga, walking with my husband and our big Alaskan Malamute dog, spending time with our children, grandchildren and friends, as well as reading & relaxing.
My Services
Data Entry
Accounts Receivables
Accounts Receivable Aging Reports
Accounts Payables
Accounts Payable Aging Reports
Financial
Adjusting Journal Entries at Month-end
Reconcile Bank Statements
Financial Statements – Monthly, Quarterly & Annually
Taxes & Payroll
GST & PST Tax Filing
Payroll
The Results
It is my intention to always provide exceptional financial and professional bookkeeping services by maintaining the highest level of ethical integrity, while presenting my clients with useful information for decision making, and working closely with their accountants to ensure that they have everything they need, to do their job as effortlessly as possible.
If you have a least favourite bookkeeping job that you’d like help with, what would that be? Let’s figure out what works for you and your business, and what duties you might be ready to outsource. I use QuickBooks Online, which is a user-friendly software program that can generate monthly, quarterly and annual statements, giving you important information to help you stay on top of your business.
Since all businesses are so unique, I do customized pricing for every single client depending on their needs. Please contact me to find out more.