Inclusive Business
Thank you for your interest in our inclusive bookkeeping services with Inclusive Financial Planning, we’re excited to work with you! Inclusive Financial Planning is an advice only financial planning and services firm with a speciality in providing financial advisory and support to individuals and organizations that are typically underserved by traditional financial services. We provide consulting for organizations on inclusive financial advisory and financial administration such as bookkeeping and tax return preparation. Our mission is to make personalized, and comprehensive financial advice accessible to all.
How do we make your business better?
Your books are more then a means to an end. They tell a story and we’re here to help you understand it. Timely accurate bookkeeping is the bare minimum and giving you the tools and supports to make better decisions with your finances is where we shine. We have a breadth of experience supporting businesses and organizations in achieving their financial goals and building up knowledge to continue to succeed. When you work with us you’ll have access to our whole suite of services, from business financial planning to our whole host of consulting and advisory services. When you know more you make better decisions, and we’re here to help you understand where you’ve been, where you’re going and make sure you end up at your anticipated destination.
Getting Started
We believe every organization is unique, our first step is to get to know you and the organization you run. We want to know the ins and outs of how you do business, and how we can support you in a way that makes sense, for you. We start every engagement with an orientation call to understand how we can best work with you, answer your questions, and come up with a plan that meets your needs.
Business Services
Custom Templates
Annual Support
Starting from $300 + applicable taxes/costs
For those with basic bookkeeping needs we’ll develop a custom spreadsheet that encapsulates your organization’s needs and sets you on a path for success. We’ll work with you annually to check in and update as necessary.
Regular Bookkeeping
Monthly or quarterly
From $50 per hour or on a project basis + applicable taxes/costs
For those looking to free up their time and have their books professionally prepared, let us take on the work of preparation and relax knowing that’s one less thing to worry about.
Bookkeeping + Advice
Monthly bookkeeping and regular advice
On a project basis + applicable taxes/costs
Are you looking to have your bookkeeping prepared professionally but also want support understanding your financial statements, assistance with financial decision making, and advice for your business? Inclusive Financial Planning has the tools and supports to go beyond traditional bookkeeping to not only prepare your books, but help you use them. For those looking to get more from their bookkeeping, we’re here to support you every step of the way.
Professional Financial Support
On a project basis + applicable taxes
For businesses and organizations that have brought some or all of their financial processes in house but still need support with financial decision making, or would like a resource for questions or issues. We offer tailored financial support to ensure you continue to see the success you’ve worked so hard to achieve.
Next Steps
Our ad-hoc consulting and fees are determined by the professional’s hourly rate, which can be provided as applicable. For ongoing work or project work we’ll determine an appropriate price dependant on the services you need. We look forward to working with you to help achieve the goals and dreams you have! To move forward we will schedule a complimentary orientation to determine the right plan or project for you.