About
I’m Megan, and I've lived in the Dufferin County area for a little over 5 years. I love this area and our community, and am looking forward to working with local business owners to help your business run a little bit smoother and take the headache out of bookkeeping for you.
I have over ten years’ experience in finance and accounting. I have worked with the day-to-day bookkeeping required to keep things running smoothly, and also with more involved financial analysis that helps empower business owners to make well-informed decisions.
Please take a look at my services and reach out with any questions. If you don’t know what you need, that’s okay! I’m happy to go over what your current situation looks like and see how I can best help you. Bookkeeping doesn’t need to be scary or overwhelming, I promise! That’s what I’m here for.
Services
Full-Cycle Bookkeeping
Accounting system set up
- Accounts payable and vendor payment management
- Accounts receivable and customer receipt management
- Bank account maintenance and reconciliation
- Identifying, posting and managing required daily/monthly transactions
- Financial statement preparation (unaudited)
- Account reconciliation
- Year-end trial balance preparation
Bookkeeping Catch-Up
If you are behind on your bookkeeping, or have not been operating with a proper system in place, I can help:
- organize and post your backlog of invoices and expenses
- enter data into accounting software
- prepare financial statements
pricing
Lite Package
Standard Package
Standard Package
- Data maintenance (customer invoice entry, vendor bill entry, etc)
- Monthly financial reports
- GST/HST return preparation (monthly, quarterly or annually as needed)
- Email and phone support – 6/month
- Liaison with your accountant
- Year end entries and trial balance preparation
- Bank and credit card reconciliation – up to 175 transactions/month
$300/month
Initial set-up fee may apply if you are not currently using a bookkeeping system or software
Standard Package
Standard Package
Standard Package
- Data maintenance (customer invoice entry, vendor bill entry, etc)
- Monthly financial reports
- GST/HST return preparation (monthly, quarterly or annually as needed)
- Email and phone support – 12/month
- Liaison with your accountant
- Year end entries and trial balance preparation
- Bank and credit card reconciliation – up to 300 transactions/month
$450/month
Initial set-up fee may apply if you are not currently using a bookkeeping system or software
Plus Package
Bookkeeping Catch-Up
Bookkeeping Catch-Up
- Data maintenance (customer invoice entry, vendor bill entry, etc)
- Monthly financial reports
- GST/HST return preparation (monthly, quarterly or annually as needed)
- Email and phone support – 12/month
- Liaison with your accountant
- Year end entries and trial balance preparation
- Bank and credit card reconciliation – up to 300 transactions/month
- Full accounts receivable management – customer invoice entry plus communication with customers and following up on unpaid invoices as needed
- Full accounts payable management – vendor bill entry plus vendor statement reconciliation and issuing vendor payments (bank access required)
$600/month
Initial set-up fee may apply if you are not currently using a bookkeeping system or software
Bookkeeping Catch-Up
Bookkeeping Catch-Up
Bookkeeping Catch-Up
Please contact me for a quote on your catch-up project. Catch-up projects will be billed as a one-time fee based on the extent of the backlog, with the option to engage in a monthly package going forward.
Note: for all packages, client is to provide a paid bookkeeping software subscription. If you are not currently set up on one, I can recommend one.
Contact ME
Cedar Tree Bookkeeping
Hours
Open today | 09:00 a.m. – 05:00 p.m. |
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