No worries, no headaches, no sleepless nights
with
"Done-with-You Bookkeeping"
Bookkeeping and Accounting for freelancers, coaches, consultants and creatives
(who’d rather have root canal than do their books)
with Lawrence Fox CPA
(THE CPA who loves to do bookkeeping and accounting)
Lawrence has taken the stress and guesswork out of my bookkeeping!
I was looking for someone to help me set up systems so I could manage and stay up to date with my bookkeeping. Lawrence has done that! He takes the time to listen and understand, remembers all the details, and responds to my questions punctually. Lawrence has taken the stress and guesswork out of my bookkeeping and increased my confidence as well!So flexible and easy to talk to
Since I've started working with Lawrence, my record-keeping is better. He makes tax time easier for my accountant. And, I have a better understanding of my expenses and what I could eliminate. The best thing about him? He's so flexible and easy to talk to, so incredibly calming.
If you were confident that your books were done right, ready for tax season (last year was a sh*t show and that ain’t happening again) and done by a professional you trust and who answers all your questions…
… wouldn’t you want to hand the books over to them?
OR, would you rather keep on…
- Repeatedly hitting the snooze button, then finally pull the duvet cover over your head and hide from the world on “bookkeeping day”?
- Spending your weekends doing the books instead of relaxing and re-charging?
- Walking into your workspace, look at the ever-growing pile of paper—and just give up because you don’t know where to begin?
- Staying unsure, frustrated, and overwhelmed (“Am I even doing this HST thing right?”)
- Turning into a giant, green, rage-filled monster when you DO sit down to do the books (“Nobody likes me on the day I do my books. Not even me”)?
Psst! Wanna know a secret? It doesn't have to be that way!
You can stop worrying, get a good night’s sleep and be confident that your books are done right.
There’s one thing I know about you:
You’re an established coach, consultant or creative—or one that’s just beyond the startup stage—you’re going great and hitting it out of the park like Vladdy Jr during the Home Run Derby…
…but bookkeeping and accounting isn’t your thing.
That’s OK. It’s mine.
I’ve always had a knack for numbers, systems and getting things organized.
I'm Lawrence Fox and I'm the CPA that loves to do bookkeeping and accounting.
My clients tell me that I:
- Take the stress and guesswork out of their bookkeeping and accounting
- Make tax season a breeze
- Am patient, easy to talk to, give them a system, and keep them organized.
I work with coaches, consultants and creatives (like copywriters, artists and makers) who would rather have root canal (without pain killers) than do their books.
I’m the guy to call when you absolutely, positively hate doing the books.
(The one thing that I don’t do? Taxes.)
How can a bowtie-wearing, fountain pen-wielding CPA help you with your business?
Here's three reasons you want the CPA who loves to do bookkeeping and accounting on YOUR team:
1
You’ll have a system in place instead of a messy stack of paper overflowing your desk (and you won’t wonder why you haven’t seen the cat in weeks). No more guessing about where to begin!
2
Tax time will be a breeze for you and your tax accountant. A win-win for everyone!
3
Don’t worry about a call from CRA—and if they do call, we’ve got it covered. Your books are done right. And we’ll deal with it together.
...and a bonus reason?
I’ll make it fun, for the both of us.
Here's how we can work together
(so that you're not stressing about your books)
I don’t offer a cookie-cutter, one-size-fits-all solution (you’re not a cookie, after all). Your needs are unique and I offer your a choice of three customizable packages to create a fixed price bundle of services that’s just right for you.
Choose from one of these packages:
Premium
The most popular option
"Let the Wizard do it"
Starting at 1,395.00
This is the top of the line package with all the bells and whistles. It’s for you if just want to let the magic happen, while getting the maximum amount of information and support.
Full
The most popular option
“Let’s do it together”
Starting at $995.00
This is for you if you want a “Done by You and Me” approach. You want a system where you do your part and I do the rest, and know that everything is in the right place. You’ll have the total confidence and clarity about your books.
Essential
Filler
“DIY with support”
Starting at $695.00
This package is for you if you want to do as much of the work as you can on your own, and have a second set of eyes to review and provide some basic advice. You’ll have a pro at your back helping you out and holding you accountable.
I wish I started with his help from Day One!
I wanted bookkeeping and advice on improving my business and better work/process flows. Lawrence did it all — and is still doing it — and much more. My books are organized now, and he's the best at getting the work done. I feel professionally organized — I wish I'd received his help from Day One. Bookkeeping is a massive pain, but I love working with Lawrence on it. I absolutely recommend that you give him a call for small to medium sized businesses. My favourite part of dealing with Lawrence now on the expense side of things? All I need to do is take pictures of my receipts, and he handles the rest. What more could you ask for?
All of the packages include:
Full Bank, Credit Card and Loan account reconciliations
Reconciling your books to your bank account balance is the first step to ensuring that your numbers are accurate and complete. It means there are no missing or unexplained transactions, your sales figures are correct and all your expenses and deductions are accounted for!
Regularly scheduled days just for you!
You’ll have a day that’s regularly scheduled just for you on a quarterly basis so you’ll always know when I’m working on your books.
The Full and Premium packages add an upgrade to monthly updates.
Updating your Chart of Accounts
Updating your Fixed Asset Lists
You need to keep track of your major, long term assets (stuff that you own) so that they can be properly depreciated (and you get the maximum tax benefit). I’ll create the appropriate reports for your accountant and we’ll keep track of all of those assets (when you buy them and if you get rid of them).
Entering Supplier Invoices and other expenses
You need to know what you spent and where you spent it. I’ll enter your expenses into the correct categories (or “accounts” as we accountants call them!) so you’ll be able to see where your money went and be able to make more informed decisions.
Expense Monitoring
Managing your costs is vital. I’ll work with you to identify the most critical costs in your business (and they’re different for everyone), and I’ll keep a close eye on them. If something changes—I’ll let you know and we’ll discuss it. Having a second set of eyes on those important items never hurts!
The Premium and Full Packages add the following (and more!)
Reviewing and Filing your HST
If you’re registered for GST/HST, you need to file returns. I’ll make your life easier by completing and filing the returns with CRA. If you’re an annual filer, I’ll calculate and remind you about your quarterly installments.
Unlimited email and telephone support
What if you have questions about your bookkeeping?
With the Premium and Full packages, you get unlimited email and telephone support—including, if needed, a Zoom call where I can take over remote control of your screen and step you through what needs to be done for your future reference.
What if you have some general business questions?
You don’t have feel like the meter is ticking anytime you contact me—because it isn’t!
Regular Financial and Strategic Review Meetings
We’ll meet on a regular basis to discuss the meaning of your financials and other management issues, compare your progress, and discuss any plans for the future.
Looking at your numbers once a year is like always driving your car in reverse, and steering by looking in the mirrors—you’ll get to where you’re going, but slowly and painfully—and probably late. Let’s get proactive and move forward! confidently.
Ready for no more bookkeeping and accounting worries, headaches, or sleepless nights?
We’re a hot match if you’re:
And you must, must, must have a great sense of humour because, well, that’s absolutely required when working with me.
- You're in Canada and a solo coach, consultant, or creative on the road to (or at) a six-figure income
- You run a full time biz and KNOW that bookkeeping and accounting is crucial to a successful and sustainable business
- You're ready to let a professional work with you/do it FOR you
- You love working virtually to get all of your accounting done and dusted. (Quickbooks Online and Zoom will be our best buddies!)
Book your 30-minute Shmooze and Coffee in the calendar below. Pick the day and time that fits your schedule.
No charge. No obligation.
(so nu? What are you waiting for?)
You got questions? I got answers!
(As Joe Friday would say "Just the FAQs ma'am")
(As Joe Friday would say "Just the FAQs ma'am")
No. I will send you an engagement letter with the agreed services and pricing—but once we get going, if it’s not working for you, you may cancel in writing with 30 days notice.
Yes, I’m really a CPA and a member of CPA Ontario. (I can show you my certifcate in a Zoom call if you really want.)
You can read all about it here in this blog post
TLDR version? I never got bitten by the “tax bug”; taxes bore me to tears. And I never wanted to spend three months of life every year not seeing my family.
I run away from doing taxes like there’s a horde of ravening zombies on my tail.
If you already have someone doing your taxes, I’m more than happy to collaborate with them. And if you don’t, I can introduce you to a couple of really good people.
My fee is a flat monthly or quarterly amount. We will discuss your specific needs and service requirements and tailor an appropriate package and price for you.
As of the summer of 2023, the investment to work with me STARTS at $650.00 per month plus HST.
I pre-approved payments from most financial institutions (aka PAPs or PADs), directly withdrawn from your business bank account on the first of the month (or quarter).
We’re a hot match if you’re:
- You’re in Canada and a freelancer, solo coach, consultant, or creative on the road to (or at) a six-figure income
- You run a full-time biz and KNOW that bookkeeping and accounting is crucial to a successful and sustainable business
- You’re ready to let a professional work with you/do it FOR you
- You love working virtually to get all of your accounting done and dusted. Quickbooks Online and Zoom will be our best buddies!
- And you must, must, must have a great sense of humour because, well, that’s absolutely required when working with me.
- You’re making steady money and you’re annoyed by, frustrated with, or procrastinate on doing your books
- You’ve tried working with someone else but feel like they didn’t get you and you’re still confused
- You actually don’t mind doing your books (or you are capable of doing them, but it’s time to outsource it and focus on what you’re really good at)
- I’m not dull, gray or boring!
- I give a shit about my clients and my work. (I kept thinking about a nicer way to answer that question, but this kept coming up over and over again—whenever I asked my clients that question about me!)
Yes, I’m a solo practioner.
No, practically never. My practice is now 99% virtual and on-line using Quickbooks Online. (Seriously. I almost never get out of the sunniest basement in Thornhill. At least for work. Unless it’s the sunniest dining room in Thornhill). We will figure out the best system for us to supply the necessary documents virtually and be as paperless as possible.
Yes, I can. We can do a Quick Diagnostic Review together during a Zoom call. Depending on what we find, I may recommend a full (paid) Diagnostic Review.
Last time I checked (October 2021—because someone did ask at a networking event): 17
And I get most of mine from The Bowtie Club (no affiliate link). Fun fact: so did the prop department at the original NCIS TV show; I spotted Ducky wearing one of “my” bowties.
And, yes…
