NATHANIEL KLASSEN
BOOKKEEPER
C. 226.289.9871
E. nathaniel@clearpointnumbers.com
E. nathaniel@clearpointnumbers.com
Bookkeeping simplified with clarity
Bringing efficiency and clarity to your business through friendly online bookkeeping services at affordable rates
our Services
Solo
Stay organized and compliant
Lets make it a great start!
- Categorization of transactions
- Bank and credit card reconciliations
- Emailed P&L and balance sheet
- HST/GST Filing
- Year-end tax support
- 2 business days support turnaround
Monthly Plan starting at $189!
Growth
Gain Control Of Cashflow
Everything in Solo, plus:
- Mid-volume transaction processing
- Weekly accounts receivable tracking
- Bi-weekly accounts payable scheduling
- Monthly emailed cash flow report
- Year end financial statements call
- 1-2 business days support turnaround
Custom Pricing
Strategic
Plan with proactive financial insights
Everything in Growth, plus:
- High-volume transaction processing
- QuickBooks Training
- Monthly financial update call
- Advanced Add-Ons options
- Custom monthly financial reports
- 1 business day support turnaround
Custom Pricing
Add-on items
expand your advantage
- QuickBooks Training
- Track and bill employee hours
- Progressive Invoicing
- Integrating third party apps with accounting software
- Budget / Budget Variance Report
- Catch Up Bookkeeping
- Diagnostic Review of Books
Advanced Add-Ons
- Project based financial tracking and reporting
- Estimating tracking
- Job costing in real time
- Deep financial data insights with transaction classification and tagging
Included in all plans
lets make this happen
- Friendly Phone and Email customer service
- Initial discovery and onboarding at no additional cost
- Personalized work flow check list
- Collaborate with your CPA of choice
- Year end tax preparations for filing by your accountant
- Month-to-month agreement with 30 days notice.
- No long-term contracts, no cancellation fees.
A Simple Process
Discovery
We work with you to fully understand your business needs and support requirements with an indepth consultation.
Design
We streamline financial workflows around your business needs and ensure seamless integration with QuickBooks Online and other accounting tools.
Onboarding
We handle the full setup of your financial operations, document your workflow, take care of catch-up bookkeeping.
Delivery
Once live, we manage your bookkeeping, payroll, and reporting while providing ongoing support.
Construction
With over 9 years in the Canadian construction industry, Nathaniel appreciates the many challenges involved with keeping a project on track and profitable. For small construction businesses our Growth plan would probably be a good place to start and gain leverage over your time and money. If you are ready to scale, check out our Strategic plan that comes with advanced options for tracking projects and payroll.
Real Estate
With over 2 years as a Realtor in the Ontario real estate market, Nathaniel can appreciate the challenges that the market cycle can bring. Let us take off the hasle of keeping the books so you can focus on your clients! For solo agents looking to buy back time, our Solo plan has you in mind. Through the budgeting feature of accounting software we can help you plan to spread out those larger sum incomes and create a financial picture in uncertainty.
Entrepreneur
Having worked as a solo agent and did my own books, I quickly realized there was a lot to learn about keeping my records straight and ready for taxes. If you are ready to buy back your time and invest in the high hourly rate items that you are good at, then let's have a chat about what your needs are and how we can come alongside your venture. Our Solo plan would be a great place to start, and we can add on items that are important to you!
Small Business
Having worked with a small family renovation business in British Columbia that included employees on payroll, I can sympathize with the amount of items on a small business owner's to-do list. Advertising, sales, estimates, proposals, consultations, employee scheduling and project managing, customer service and of course... the financial record keeping. Let us come alongside your business so you can focus on what makes the money. Check out our Growth and Strategic plans, both are customizable.
Professional Services
You have worked hard for the education and experience to achieve the position you have, don't let the bookkeeping take you off track from what makes you a success. Let us come alongside you and take on the books so you can do what you do best! Check out our Solo and Growth plans, they have Lawyers, Dentists, Architects, Engineers, Optometrists, Veterinarians and more in mind.
Online Business
Do you run an online business or store? The online world is quickly evolving with new opportunities and challenges that need your full attention! Let us take the record keeping off your plate so you can focus on the things that you are good at and make you money. We have a variety of base plans that are fully customizable to your needs, contact us today for a free consultation!
It's time to leverage your business
