Welcome to Open Book, where we believe in empowering leaders like you to thrive by helping you with your bookkeeping needs.
Hey there, I’m Roxanne!
I’m so happy that you’re here. Let’s be honest. The bookkeeping world can leave us feeling like this emoji: 🥲. Whether you’re just jumping into entrepreneurship or celebrating your 3rd business anniversary, I’m here to guide you with the right tools and assistance. My approach to business finances is straightforward: you can’t build a house without a solid foundation. So, let’s fix that bookkeeping system that isn’t working so you can save 🕜 & 💸. Who doesn’t love that!?
How OB can help you thrive
I’m dedicated to empowering you to take control of your bookkeeping and understand your financials. Here's how you can work with OB:
Build Your Bookkeeping System
System Setup Service
Starting at $65 (tax-inclusive)
Perfect for business owners who want to manage their own bookkeeping but need help setting up a proper QuickBooks system. I’ll help you create a clean bookkeeping structure so you can confidently maintain your records moving forward.
Includes:
QuickBooks system setup
Chart of Accounts structure
GST/HST configuration
Bank and credit card connections
Automation rules
A simple monthly bookkeeping checklist
A walkthrough of your system
This option is best if you want to do your own bookkeeping with a solid foundation.
Options:
DIY System Setup Kit - $65 Tax Inclusive (Purchase here)
Review My Setup - starting at $165 Tax Inclusive (fill the form below)
Done-For-You System Setup - starting at $445 Tax Inclusive (fill the form below)
Check Your Bookkeeping
Bookkeeping Review Service
Starting at $90/mo
For business owners who manage their own bookkeeping but want peace of mind knowing everything is accurate and on track. Available on a monthly or quarterly basis.
I’ll review your bookkeeping, identify any issues before they become bigger problems, and make sure you have clear, useful information to understand your business numbers.
Includes:
Review of categorized transactions
GST/HST checks
Financial report review
Identification of errors or inconsistencies
Recommendations for corrections
Custom OB graphs & reports to help you understand your numbers
Communication with the CRA on your behalf for your business accounts
Year-end bookkeeping information prepared for tax season
Communication with your accountant or tax professional, when needed
30-minute call every month or quarter based on your plan
No surprises and no extra fees for the support included in your service. Communication with the CRA, your accountant or tax professional, and year-end preparation are all part of working together.
Review services are available after completing System Setup to ensure your bookkeeping system is properly structured.
Let Me Handle Your Bookkeeping
Full-Bookkeeping Service
Starting at $175/mo
For business owners who would rather hand off their bookkeeping and know it’s being taken care of.
You provide your monthly or quarterly documents and information, and I take care of the rest — keeping your books organized, reconciled, up to date, and ready for tax season.
Includes:
Monthly or quarterly full-service bookkeeping
Transaction categorization
Bank and credit card reconciliations
GST/HST tracking & filing
Custom OB graphs & financial reports
Custom tracking or reporting based on what you want to see in your business
Communication with the CRA on your behalf for your business accounts
Year-end bookkeeping information prepared for tax season
Communication with your accountant or tax professional, when needed
Ongoing bookkeeping support throughout the year
30-minute call every month or quarter based on your plan
No surprises and no extra fees for the support included in your service. CRA communication, year-end preparation, and communication with your accountant or tax professional are all part of working together.
System setup and onboarding are included in this service.
Need some bookkeeping guidance? 💻 Book a $50 + HST Q&A Call — available until December before tax season begins.
💸
Need some bookkeeping guidance? 💻 Book a $50 + HST Q&A Call — available until December before tax season begins. 💸
Our mission is to bridge the financial literacy and confidence gap between men and women. We are dedicated to empowering women entrepreneurs to thrive in their businesses by providing the tools, knowledge, and support they need, without shame. We believe in creating an environment where women feel strong, supported, and encouraged to make the best decisions for their business health and future success.
