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you look after your clients.

We'll look after you.

The best decision I ever made was finally turning over the reins and letting someone way smarter than myself manage my business finances

carole - marketing consulting

Catch Up

TO GET CAUGHT UP

CATCH UP & CLEAN UP

Need to get your bookkeeping up to date?

TFA is here to get your numbers cleaned up and caught up, so you have reliable information to use in your business.

What's included:

  • Fully categorize all transactions

  • Reconcile business accounts to current

  • Structure chart of accounts best for your business

  • Tax ready financials

  • 1x kick off meeting to get access to systems and ensure we have all the information we need to reconcile

  • Upon completion receive a recorded walk-through so you know what your numbers mean

Billed Hourly

Having a solid financial support team has given my confidence and peace of mind within my business that I've been desperately needing.  TFA have been one of the BEST investments I've made this year

miranda - marketing agency

Bookkeeping

TO FREE YOUR TIME

BOOKKEEPING

We take over your accounting system making sure all transactions are categorized correctly and accounts reconciled.

Gain freedom of time and peace of mind, with reliable, up-to-date, and accurate financial information.

What's included:

  • Categorizing transactions

  • Reconciling bank and credit card accounts

  • Payroll reconciliations

  • Monthly financial report

  • Tax ready financials

  • Access to team for any questions

  • Communication via text and email

Monthly investment starts at $400

Take Reporting to the Next Level

Upgrade your bookkeeping package to include interactive financial reports.

  • Easy to know your numbers

  • Directly speak to the team to understand your numbers

  • Visuals to help use your numbers

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Louise and her team has been THE reason that I've had more time to focus on new business and, as a result, my numbers have increased exponentially.

jennifer - branding consultant

forecasting

TO TAKE CONTROL

forecasting

A financial forecast supports you to make informed financial decisions. It provides a visual representation of future income, expenses, and cash flow, to see what impact decisions make to your numbers.

This service helps you keep your forecast up-to-date with an accounting accountability partner that can provide insights to what your numbers are saying and recommendations to ensure a profitable business.

What's included:

  • Custom built financial forecast that aligns with QuickBooks Online

  • Update forecast each month with actual performance numbers

  • Comparative forecast vs actual analysis

  • Monthly interactive reports to easily see and know your numbers 

  • Access to team for questions to better understand and for insights when decision making.

  • Communication via email, chat box, and text.

  • Complimentary QuickBooks review

Monthly investment at $129
(paid in full)

If you are an entrepreneur and one of your big business stresses is accounting / finances, I highly recommend reaching out to Louise! She will talk to you like a friend, make you feel empowered, and provide tips on what to do to help you stop worrying about accounting and get back to focusing on where your passions are in your business!

jocelyn - photographer

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want to do your own bookkeeping?

no?

we'LL DO IT!

LET'S CONNECT ON INSTAGRAM: @the_finance_agency

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