Are your books actually right?
Find out in one page, in plain English.
- No cost
- No obligation
- No sales call
10+
years of experience
QuickBooks
Pro Advisor
What you'll get in your FREE Bookkeeping Review:
Heather spends 30 focused minutes in your books, then emails you one page covering:
What's looking good
The parts of your books that are solid, so you know what to leave alone.
What needs attention
Small issues to tidy up before they turn into big ones.
Red flags
The things that could cost you with CRA, your bank, or your board.
Your 3 fixes
Not a 40-item to-do list. The three things to do right now, in order.
Reviewed personally by Heather Klassen, not a checklist app.
What clients say about Heather
“Heather is responsive, knowledgeable, and always willing to explain things in simple terms.”
“If you're looking for a bookkeeper who really understands the numbers and cares about her clients, I highly recommend Heather.”
- 10+ years of experience
- QuickBooks Pro Advisor
- Small businesses & non-profits
The thoughts that keep owners up at night
Almost every business owner we meet has said at least one of these out loud.
“I think my books are right… I hope?”
“I haven't reconciled the bank since spring.”
“Tax time is a scramble. Every. Single. Year.”
“Did we actually remit GST/HST last quarter?”
“The board asked a question I couldn't answer.”
“I'm making decisions on gut feel, not numbers.”
If even one of these made you wince, this review is for you.
Find My Red FlagsOne page. Four sections. Zero jargon.
Here's a sample of what lands in your inbox. Every report is written by Heather, for your business.
Bookkeeping Review
Grey Owl Bookkeeping
Prepared for Sample Co.
30-minute review
What's looking good
- Sales recorded consistently every month
- Payroll run on time, every pay period
- Business and personal accounts kept separate
What needs attention
- 43 uncategorized transactions since June
- $6,420 in invoices unpaid for 90+ days
- Receipts missing for most card purchases
Red flags
- Chequing not reconciled since March
- GST/HST filed for Q2 doesn't match your books
Your 3 fixes
- 1Reconcile chequing, April through August
- 2Clear out the uncategorized transactions
- 3Follow up on the three overdue invoices
— Heather
P.S. If you'd rather not tackle this list yourself, this is exactly the kind of work Grey Owl can take off your plate.
And if you'd rather not tackle the list yourself? The last line tells you how Grey Owl can take it off your plate. No pressure, no follow-up calls.
Three steps. Almost no effort on your part.
You spend two minutes. Heather does the digging.
Tell us about your business
2 minutesA short form: who you are, where you keep your books, and what's keeping you up at night.
Heather takes a look
30 minutesHeather reviews your books with read-only access. Nothing gets changed, nothing gets moved.
Your report lands in your inbox
1 pageWhat's working, what's not, the red flags, and your three next steps. All in plain English.
Heather Klassen
9:41 AM
to you
Your Bookkeeping Review: 2 red flags, 3 fixes
Hi Sam, I spent some time in your books this morning. Good news first, then the bits that need your attention…
looking good
need attention
red flags
fixes, in order
What Heather looks for
The places small-business books most often go sideways, and the ones that cost the most when they do.
Bank & credit card reconciliations
Do your books actually match what's in the bank?
Uncategorized transactions
The “I'll deal with it later” pile, and how big it's gotten.
GST/HST
What you've collected versus what's been filed and remitted.
Payroll remittances
Source deductions sent to CRA on time and in full.
Unpaid invoices
Who owes you money, and how long they've owed it.
Bills & payables
What you owe, and whether anything is slipping.
Personal vs. business
Personal spending mixed in where it shouldn't be.
Year-end readiness
Whether your accountant gets clean books, or sends a cleanup bill.
Fair questions, straight answers
Is it really free?
Yes. No cost, no credit card, no catch. It's the easiest way for you to see how Heather works, and for her to see whether Grey Owl is a good fit for your business.
What do I need to share?
Nothing yet. After you send your request, Heather will email you simple instructions. Usually that's read-only access to your bookkeeping software, or a few standard reports like your profit & loss, balance sheet, and recent bank statements.
Is my information kept private?
Yes. Your information is kept confidential and used only to prepare your review. Read-only access means nothing in your books gets changed.
My books are a mess. Should I still ask?
Especially then. There's no judgment here. Messy books are exactly what this review is for, and the messier things are, the more useful your three fixes will be.
Will you try to sell me something?
Your report ends with one short note: if you'd rather not tackle the fixes yourself, Grey Owl can take them off your plate. That's it. No sales call, no pushy follow-ups.
Find your red flags
before they find you.
Tell us a little about your business. Heather will reply within 1-2 business days with how to share your books.
- 1Send the form
- 2Heather emails you how to share your books
- 3Your one-page report arrives
- Confidential
- Read-only access
- No sales call