lake & ledger Exclusives
A La Carte Clean-Up
One-time support for whatever’s weighing you down
Overwhelmed with receipts, piles of paperwork, or a messy filing system? This package is designed for those one-off clean-ups and catch-up tasks that free up your headspace and get you back on track.
Includes:
Office organization & filing systems
Data entry or receipt entry into your accounting software
Organizing paperwork and records
Other administrative support tailored to your needs
💰 Starting at $200 + HST (1–3 hours of focused support)
Monthly Support Plan
Ongoing admin + bookkeeping support to keep things flowing
Perfect for busy small business owners who want steady support with the tasks they dislike most. I’ll take recurring admin and bookkeeping work off your plate so your business stays organized month after month.
Includes (customized to you):
Ongoing bookkeeping tasks (reconciliations, expense entry, reporting)
Administrative support (filing, data entry, invoice follow-up, cheque deposits, etc.)
Tailored monthly hours of support for whatever you need most
Priority access for questions or urgent tasks
💰 Starting at $500/month + HST (varies by business size & task load)
Consulting & Efficiency Advisory
Streamline your systems, save time, and work smarter
Sometimes you don’t need someone to do the work every month — you need someone to show you how to make it easier. This package is all about helping you set up systems and processes that create efficiency in your admin and bookkeeping.
Includes:
90-minute efficiency audit (review of your current systems)
Recommendations for workflow, filing, and software solutions
Customized action plan to simplify your admin + financial tasks
Optional hands-on implementation support (quoted separately)
💰 $250/session or $700 for a 3-session package
Bookkeeping Essentials
Stay compliant, confident, and in control of your numbers
If you just want someone to handle the numbers, this plan ensures your books are always accurate and up to date. I’ll take care of the details so you always know where your business stands financially.
Includes:
Monthly bookkeeping (reconciliation, categorization, expense tracking)
Financial reports (P&L, balance sheet, cash flow)
Year-end accountant prep package
Ongoing support for bookkeeping-related questions
💰 Starting at $300–$500/month + HST (depending on transaction volume)