We offer everything up to and including full cycle bookkeeping:
* Accounts payable and accounts receivable
* Bank, credit card and loan reconciliations
* Payroll and payroll remittances
* HST/GST preparation and remittance (Canada) or consumtion tax
remittance (as required elsewhere)
* Corporate tax preparation
* Financial reports based on your preferred cycle
* Profit & Loss analysis
* API and integration data review
We want our clients to be in the know with their
own financials and empowered by the
procedures we create. We offer training on the
following and more:
* Reading and understanding financial statements
* Training on the financial softwares and platforms used
in your business
We love to help our clients with their needs which sometimes translates
into unique projects. From creating dashboards that reflect your KPIs, to
building spreadsheets to use in your daily activities – if it involves
numbers, we are here for it and happy to help.
We want our clients to be set up for success from day one. We offer a
complete Set-up package that includes:
* Integration with platforms used in your business
* Process creation for all financially related tasks
* Custom Chart of Accounts
* Payroll set-up
* Tax compliance review
Sometimes a set of books will need an overhaul in order for
them to be compliant, consistent and informative. Let us
help re-create your books with a proper foundation and
improved practices to move forward with.
There have been many evolutions in accounting practices even over the
past few years. We are here to help implement a successful accounting
migration; moving your business away from a desktop and shoebox full of
receipts and onto cloud-based accounting platforms that will streamline
what you do and how you do it.
"The Nerdy Owl team are amazing! They have been honest,
quick on queries and have saved us many times with their
foresight on how business decisions or purchases may
impact our bottom line. Beans well spent!"
- Lewis Maven
Jade and Casey have been fantastic to work with.
Managing the financials for a small business felt
overwhelming until I started working with them. They
have put me at ease throughout the process and really
took the time to get to know our business needs, even
taking extra time to research the industry! I am working
with them on an ongoing basis as they are also mentoring
me and teaching me the basics so that I can learn to do
the books independently. If you want to work with friendly,
approachable individuals who offer assistance that is
customized to your situation, I strongly recommend you
reach out to Jade and Casey!!
-Sterling Condominium Services Inc.
"Having expert bookkeepers like Jade and Casey make
a world of difference for a small business owner! I
always felt at ease knowing our books were in good hands.
Working with The Nerdy Owl team you get efficiency,
professionalism, innovative systems, AND they make spreadsheets,
accounting and numbers make sense."
- Your Time Boutique