How a Self-Employed Consultant Gained Confidence in Bookkeeping

CASE STUDY

Background

A newly self-employed consultant had recently incorporated and was eager to handle their own bookkeeping to reduce overhead costs. Although experienced in business from past roles, they had never run a corporation or used bookkeeping software before. They wanted to keep costs low by managing their books in-house but were concerned about making mistakes that could trigger issues with the Canada Revenue Agency (CRA).

A newly-employed consultant who had recently incorporated. Purpose CPA provided Financial Coaching services to give confidence to the client to maintain their own books.

Industry:

Consulting

Services Provided:

Accounting & Tax
Bookkeeping

Challenges

Cost sensitivity: As a new business, the client couldn’t afford the cost of a monthly bookkeeping service.
Lack of experience: While a capable business professional, the client had never been responsible for corporate bookkeeping or accounting compliance.
No QuickBooks Online knowledge: The client had never used QuickBooks Online and didn’t have access to ongoing, trustworthy support to answer questions or troubleshoot problems.

The Solution

Purpose CPA offered a structured yet flexible approach through its finance coaching program, delivered under the firm’s Advisory Services:

Affordable fixed-price support: The client enrolled in the coaching program, which included QuickBooks Online setup, an introduction to bookkeeping principles, and basic QBO training—all at a cost-effective flat rate.
Ongoing CPA support: The client was given access to an experienced CPA for ad hoc questions and support, helping resolve issues as they arose while still managing their own books.
Tax compliance and planning: Purpose CPA will file the corporate T2 return at year-end and provide strategic tax planning to ensure full compliance and optimized financial outcomes.

Impact

Built confidence: With step-by-step training and trusted CPA guidance, the client felt empowered to take control of their finances without fear of making critical errors.
Reduced costs: The coaching program allowed the client to avoid the expense of monthly bookkeeping while still receiving professional guidance when needed.
Established a long-term relationship: With Purpose CPA handling year-end filings and providing proactive advice, the client gained a partner in their business journey—not just a one-time service provider.

Conclusion

Not every small business needs full-service bookkeeping right from the start. For this self-employed consultant, Purpose CPA’s coaching model provided the right balance of affordability, education, and support. The result was peace of mind, better financial control, and a professional relationship built to grow with the business.

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