Initial Consult, Lasting Support.
A Simple, Streamlined Process Designed for Your Peace of Mind
Initial Consult, Lasting Support.
A Simple, Streamlined Process Designed for Your Peace of Mind
From consultation to ongoing support.
At KlariFi, we make bookkeeping simple and worry-free with a streamlined process designed to get your finances in order and keep them that way. From the initial consultation to ongoing support, we’ll handle your bookkeeping while you focus on growing your business.
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Our 5-Step Process to Stress-Free Bookkeeping.
Step 01
Free Initial Consultation
We start with a no-obligation discovery call to understand your business, your challenges, and your goals. During this call, we’ll:
- Discuss your current bookkeeping setup and pain points.
- Learn about your business’s unique needs.
- Answer any questions you have about our services.
- Explain how we can help simplify your bookkeeping process.
Step 02
Assessment and Tailored Plan
After the consultation, our team will assess the state of your financial records and create a customized plan to meet your needs. This includes:
- Reviewing your existing bookkeeping system (if applicable).
- Identifying gaps, inefficiencies, or overdue records.
- Providing a clear proposal outlining the services we’ll provide, the software we’ll use, and transparent pricing.
Step 03
Onboarding and Setup
Once you’re ready to get started, we’ll ensure a smooth transition by setting up or optimizing your bookkeeping system.
- QuickBooks Online Subscription: We’ll set up your account for seamless financial tracking.
- Technology Integration: We’ll connect tools like Dext, Plooto, Wagepoint, and your POS system (e.g., Shopify, Square).
- Bank Integration: We’ll link your accounts with all major Canadian banks for automated transaction tracking.
- Data Migration: If you’re switching providers or software, we’ll handle the migration with care to ensure nothing is missed.
Step 04
Catch-Up Bookkeeping (if necessary)
If you’re behind on your books, don’t worry—we’ll bring everything up to date quickly and accurately. This step includes:
- Reconciling transactions from bank and credit card accounts.
- Categorizing expenses to maximize deductions.
- Providing a clear proposal outlining the services we’ll provide, the software we’ll use, and transparent pricing.
Step 05
Ongoing Bookkeeping and Support
Once your books are in order, we’ll provide consistent, reliable bookkeeping services to keep everything running smoothly.
- Monthly Financial Reporting: Receive detailed Profit & Loss Statements, Balance Sheets, and Cash Flow Statements.
- Tax-Ready Records: Your books will always be ready for tax season, minimizing stress and maximizing savings.
- Regular Communication: Stay informed with regular updates and check-ins to discuss your finances.
- 24/7 Access: View your financial records anytime, anywhere with your free QuickBooks Online account.
- Proactive Insights: Get expert advice to optimize your financial processes and make informed business decisions.
Why KlariFi?
Customized Solutions
Tailored plans designed to meet your unique business needs.
Transparency and Control
Full ownership of your financial data and 24/7 access to your records.
Seamless Technology
QuickBooks Online subscription, plus integrations with tools like Dext, Plooto, Wagepoint, and your POS system.
Stress-Free Experience
We handle the hard work so you can focus on running your business.
Why KlariFi?
Customized Solution
Tailored plans designed to meet your unique business needs.
Seamless Technology
Free QuickBooks Online subscription, plus integrations with tools like Dext, Plooto, Wagepoint, and your POS system.
Transparency and Control
Full ownership of your financial data and 24/7 access to your records.
Stress-Free Experience
We handle the hard work so you can focus on running your business.
Ready to Work With KlariFi?
Whether you're in a bustling city or a quiet rural town, KlariFi is here to provide stress-free bookkeeping and tax solutions tailored to your needs.
Contact us today to see how we can help!
Phone: 888-287-8851
Email: Info@KlariFi.com
Orillia, Ontario:
Unit 300, 100 Colborne St W., Orillia ON, L3V 2Y9
Walkerton, Ontario:
200 McNab Street Suite 102, Walkerton, ON, N0G 2V0
Calgary, Alberta:
4838 Richard Rd SW #300, Calgary, AB, T3E 6L1
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Consultation Today
Schedule a free consultation and see how KlariFi can make a difference for your business!