Financial clarity for service based business owners
CPA led bookkeeping, financial management, and planning for service based businesses in the Okanagan and Lower Mainland
→ Organized financial records → CPA-led financial management → Financial clarity for business owners → Organized financial records → CPA-led financial management → Financial clarity for business owners → Organized financial records → CPA-led financial management → Financial clarity for business owners → Organized financial records → CPA-led financial management → Financial clarity for business owners → Organized financial records → CPA-led financial management → Financial clarity for business owners
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Financial Clarity for Service-Based Businesses
I’m Ann-Marie Cederholm, CPA and founder of Macsum Consulting. Early in my career, I met many capable business owners who felt unsure when looking at their financial statements. They were excellent at running their businesses, but their numbers felt confusing or disconnected from the day-to-day decisions they needed to make.
At Macsum Consulting, the goal is to simplify the financial side of your business by maintaining organized bookkeeping systems and providing clear, reliable financial information so you can understand how your business is performing.
With more than 15 years of experience in public practice and industry, along with 15 years teaching accounting at the post-secondary level, I bring both technical expertise and a practical approach to helping business owners understand their numbers. Macsum Consulting works primarily with service-based businesses that rely on subcontractors or small teams to deliver their work. Typical clients include:
- consultants
- marketing and creative agencies
- contractors and trades
- professional service firms
- small teams working with subcontractors
These businesses often reach a stage where organized financial systems and reliable financial information become essential for managing growth and making confident business decisions.
Essential Bookkeeping
starting at
$700/mo
Ideal for businesses just starting out that need reliable bookkeeping and accurate financial records
often includes:
✓
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Monthly Bookkeeping
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Bank and credit card reconciliations for up to 2 accounts
✓
Monthly balance sheet and income statement reports
✓
Year end financial package for your accountant
Annual financial review meeting
Accounting Experts for Service-Based Businesses
Financial support for service-based businesses
Find the right bookkeeping and advisory package for your needs
Growth Financial Management
MOST POPULAR
starting at
$1,500/mo
Ideal for growing businesses that need bookkeeping plus operational financial management support
often includes:
✓
✓
Everything in Essential Bookkeeping
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GST return preparation and filing
✓
Owner payroll processing
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Subcontractor payments for up to 3 contractors
✓
Monthly cash flow statement report
Quarterly financial performance insights and review meeting
Financial Planning & Analysis
starting at
$2,400/mo
Ideal for established businesses that need strategic financial planning and analysis
This package includes up to 4 hours per month of dedicated strategic financial advisory support
Advisory time may include:
✓
✓
Financial forecasting and scenario planning
✓
Cash flow projections and liquidty planning
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Budget development and variance analysis
Profitability analysis by product, service, or division
Why Service-Based Businesses Choose Macsum Consulting
Clear, upfront pricing
You’ll always know what you’re paying for. Packages are scoped around your business needs, not billable hours, so there are no surprise invoices.
A long-term partner in your corner
Clients stay because they feel supported. I get to know how your business really works, so advice is tailored to you.
Built for growing service businesses
From consultants to creative agencies and trades, your systems and reporting are set up with growth in mind and not just compliance.
CPA-led insight, not just data
You’re not just getting reconciled books. You’re getting guidance from a CPA who can translate the numbers into practical decisions.
What Clients Are Saying
“Macsum Consulting stepped in and turned a messy set of books into a clear financial picture. I finally know where our money is going, what’s profitable, and what to adjust. It feels like having a CPA partner who actually understands how our business works.”
Vancouver — Canada
Software Development Company
How We Work Together
2
Setup & Onboarding
Once you decide to move forward, we complete a one-time onboarding process to ensure your financial systems are properly set up. This includes setting up or reviewing your QuickBooks account, connecting bank feeds, securing CRA authorization, and establishing the workflow that supports your ongoing bookkeeping.
3
Monthly Service
After onboarding is complete, your ongoing bookkeeping service begins. We maintain your books on a regular basis and provide clear financial information to help you understand your business and make informed decisions.