Clear Path Bookkeeping & Advisory
Services
A little less on your plate.
A clearer picture of your books.
Running a business gives you enough to think about. Whether you need regular bookkeeping, help catching up or someone to make sense of the numbers, I’m here to help.
You’ll work directly with me, Beth. We’ll talk through what you need and agree on the support that makes sense for your business.
Let’s talk about your books
Help where you need it.
From your first year in business to more complex books, we can build a routine that works for you.
Monthly bookkeeping
Keep your books current and know where things stand. I take care of the details and prepare monthly reports you can use.
Transaction review · Bank and credit card reconciliations · Month-end close · Financial statements
Catch-ups & clean-ups
Behind on your books? You’re welcome here. I’ll work through what’s missing, investigate balances that don’t look right and help you get back on track.
Overdue records · Account corrections · Outstanding reconciliations · Year-end preparation
Payments, invoicing & payroll
There’s a lot to keep moving each month. Get help with supplier bills, customer invoices and payroll, with a clear process for staying on top of them.
Payables and receivables · Payroll processing · Payment workflows · GST/HST and payroll reconciliations
Budgets & cash-flow planning
Make plans with a better understanding of what’s coming in and what’s going out. I help turn your numbers into useful information for everyday decisions.
Budgets · Rolling cash-flow forecasts · Management reports · Project and department reporting
Nonprofits & community organizations
You put your energy into your community. I help keep the financial side organized, with clear records and reporting for your board and funders.
Grant tracking · Deferred revenue · Program and event reporting · Board and funder reports
QuickBooks & better routines
Your bookkeeping tools should make the work easier. I help organize QuickBooks and document straightforward procedures so you’re not figuring out the same tasks every month.
QuickBooks Online setup · Chart of accounts · Classes and Locations · Workflows and accounting manuals
More moving parts? I can help with those, too.
My work also includes multiple companies, intercompany reconciliations, CAD/USD transactions and revenue from payment platforms. I prepare supporting schedules and year-end working papers, and work with your external accountant to answer questions and resolve outstanding items.
A few things you may be wondering
Is my business too small?
No. Sole proprietors, start-ups and small incorporated businesses are welcome. We’ll focus on the help you actually need.
What if my books are behind?
We’ll start with a review, identify what needs attention and agree on a plan before the work begins.
Can you work with my accountant?
Yes. I can prepare reconciliations and supporting schedules for year-end and work with your accountant to resolve questions.
How are fees determined?
Fees depend on the work involved, your transaction volume and the condition of your books. We’ll discuss the scope and fees before getting started.
Let’s talk about what you need.
You don’t need to have it all sorted out before getting in touch.
Tell me a little about your business, and we’ll start there.
Based in Ottawa · Supporting businesses and nonprofits across Canada