Monthly pricing plans for business bookkeeping are available, priced depending on the level of service required for your business.
Contact me to set-up your FREE in-person or virtual consultation to discuss your business bookkeeping needs.
A detailed written proposal will be provided for your consideration.
Hire me as your virtual bookkeeper so you can:
You started your business with an idea in mind, not to spend time figuring out your bookkeeping and sit at a desk reconciling accounts. You may have an idea of the health of your business but you don't have the time or energy to dig too deep into it. Or you want to grow your business but aren't sure where to go from where you are. Let me help with my financial coaching and bookkeeping services.
I am virtual, meaning I can work remotely. I work with my own equipment, security, schedule and I won't take up space in your office or need to be added to your payroll. Let me save you time and money so you can focus on your clients and your business.
In addition to bookkeeping, I offer in-depth monthly, quarterly, and annual reporting so that you can be sure of the health of your business. With your permission, I will share your annual reports directly with your accountant. I can also handle your Accounts Receivable and Accounts Payable as well. Have inventory? I can help with that, too.
Maybe you've put this off for months or even years and don't even want to face it. I love messes! Contact me and let's see if we'd be a good match. Don't wait. Tax season is coming and it may take longer than you think!
We are available full-time by appointment during tax season for our client's tax filing needs.
Valleyview Financial Solutions prepares and e-files T1 returns for individuals, including those for sole proprietorships and partnerships. (We do NOT file corporate returns or T2's.)
We have a secure mailbox so you can conveniently drop-off your documents once they're ready. Please print the personal tax organizer below to organize your tax documents and provide any updated information as required.
Once received, we will input your return, and then schedule a brief appointment to review your return and e-file for you.
We have very reasonable rates, and additional family members receive a discount on their returns. Sorry, no instant refund service available.
We are accepting new clients. For new clients, we will usually have a quick phone call or meeting to get to know each other a little bit.
With 15 years experience in the financial industry and in business, Tracy Wray has a wealth of financial knowledge and maintains the Certified Financial Planner (CFP) designation.
We offer financial coaching to individuals and families on financial literacy, budgeting, debt management, as well as many other areas related to financial planning.
Are you starting a new business or already running a business? We also offer coaching for business set-up and launch, financial and office organization, cash flow management and business growth.
Prices for all services vary and will be discussed prior to engagement. I maintain a professional network so that I can refer you to a trusted contact for any financial service needs we uncover that I do not provide.
Tracy is available for speaking engagements and workshops.
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ALL RIGHTS RESERVED.
Call us: 204.724.0233
Email us: firstname.lastname@example.org