Choose Cartile Financial Services to do your Bookkeeping Right
Your Guidebook to Full Circle Bookkeeping Services
- Accounts Payable
- Accounts Receivable
- Payroll Processing and ROEs
- Bank Reconcilations
- HST and GST filing
- Financial Reporting
1st Stop: Itinerary
This is an opportunity for us to get to know you, your business, and your books as they currently stand. This provides us with the information and tools we need to map out the right solutions to meet your needs.
2nd Stop: Passport Stamp
Once we have completed our Needs Analysis, we formulate a plan finalize a budget and next steps to get you on track.
A written proposal outlining in detail our plan, cinluding all of the steps required to help you achieve your goals, will be presented to you.
After we have mutually agreed, we will enter into an agreement (the Passport Stamp) and proceed to boarding your business to ensure a smooth and seamless transition to our services.
3rd Stop: Boarding Pass
Here’s where things really start to get exciting. We are going to open the gangway and board your business. We will also spend time with you making sure it is set up to your preferences.
4th Stop: Tour and Catch-up
This can be the most time consuming part of the process but also the most satisfying and rewarding. We will go through your books and make sure that all reconciliations are complete through the end of the last completed month.
Depending on where you are, this can be just a couple of weeks or months or even a couple of years that need to be updated. We have seen it all so never feel shy or embarrassed to ask for help if you are behind; you are making the right move.
Congratulations: You reached your destination!!!
You are now cruisin’ with a new “hassle free” bookkeeping system designed to help you manage your business more effectively.
Here is where you sit back, relax and enjoy your worry-free monthly bookkeeping services.