How do I know which pricing plan to choose?

folēo pricing is based on your transaction volume and payroll requirements to start. From there, you can decide whether a budgeted business plan is right for you, or you are poised for strategic growth and would like professional input.

  • if you are self-employed, or a small business with less than $15k of monthly expenses, review the folēo me plans.
  • if you have employees, review the folēo us and folēo us plus plans. And from there…
  • if you have some additional financial requirements, a la carte add-on options are available
  • if you are trying to squeeze your unique company into a plan that doesn’t quite fit, let’s talk about a custom plan

If you have any questions about our pricing model, plans and options, we are a phone call or e-mail away.

Contact Us

I’m behind in my bookkeeping and need to get caught up. Will you catch up my bookkeeping before starting the monthly package?

Yes. We will review your needs and give you a price quote to get you caught up. Once caught up, we will then roll you into the folēo package of your choice that suits you best.

I want to continue doing my own data entry but want it checked periodically, will you do this?

Yes we will! And we will provide you with valuable bookkeeping tips along the way.

I don’t want to do my own bookkeeping, will folēo do it all for me?

We understand that you just want to bake, sell, saw, massage, clean, and whatever else you do so well! Leave the pesky number crunching and data entry to us, knowing you will have 24/7 access to your files.

How do I import my existing Books into QuickBooks?

With a little help from us, of course. folēo will set up your QuickBooks account for you. Simply send us the file and we’ll take care of the rest. folēo can import data from Excel, Quicken, Microsoft Outlook Contacts or Apple Contacts. You will then receive an email to get you started with access to your new QuickBooks account.

I use Simply Accounting software, can you convert it to QuickBooks?

folēo will convert your Simply Accounting records to Quickbooks for you, at no extra charge.

How do I get my receipts and statements to you?

You can drop them off at our office centrally located in Ottawa, or our friendly orange shirted courier will pick them up from you (a flat rate charge will apply).

Note: You can send us your receipts and statements electronically to start, but we want to assemble your original receipts as required by Canada Revenue Agency.

How do I access my account information?

For QuickBooks Desktop clients: folēo uses QuickBooks hosting in the cloud.

For QuickBooks Online clients: folēo uses QuickBooks Online.

At folēo we work with our clients from a single set of data from a mobile phone, a tablet or a computer.

Working online or “working in the cloud” is a seamless and easy way to access data, no matter where you are. It’s simply the internet at your fingertips and the benefits are numerous:

plan8

Always Backed Up

folēo client data is automatically backed up

plan7

Always Accessible

Working online allows login from any place, any time, from all your devices

plan11

Always Up-To-Date

You will always be on the latest version of QuickBooks with no need to ever upgrade.

I just want my year end done, is that possible?

Absolutely. folēo offers a la carte options that cover Corporate Tax Returns, T4 & T5 Summary, Annual Notice to Reader, Financial Statements, and Personal Tax Returns.

How do you protect my data?

We rely on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. With password-protected login, firewall-protected servers, and the same encryption technology used by the world’s top banking institutions, we have the security in place to give you peace of mind.

Can I cancel at anytime?

We’d sure be sorry to see you go, but if you need to leave us, we have a seamless departure procedure, including the secure transfer of your files.

Will you work with my accounting firm at my year-end?

Yes. Upon your written request and approval, we will provide your financial information to an accounting firm of your choice. Please note, folēo also offers year end services.

If I receive notice of an audit by Canada Revenue Agency, will folēo participate in providing information to the auditor?

If folēo has prepared your records and you would like our assistance, we are pleased to provide information and be present to assist you at meetings with an auditor. To ensure your ongoing privacy, CRA and folēo will obtain your written consent before there is any discussion or information passed about your bookkeeping records.

If I only want a strategy session once in a while, will you do this on an ad hoc basis?

Yes. Ad hoc services of any kind can be tailored into your program including less frequent strategy sessions than what our packages are offering.

What does QuickBooks set up entail?

folēo’s goal is to provide timely and effective financial information to our clients by tapping into the business intelligence that QuickBooks can provide.

All of our bookkeeping packages come with an initial bookkeeping evaluation, where we identify the status of your bookkeeping records, your financial reporting requirements and your key deadlines.

We also assess your needs in accessing QuickBooks for its operational capabilities (e.g., customer invoice generation, timesheets, estimates, etc.).

Depending on the type of business you own, we will tailor your Chart of Accounts and review any bookkeeping that has occurred to date for the current fiscal year.

If you have provided us with a QuickBooks data file, we will make any changes required and we will ensure that it is secured.

If you are not yet a QuickBooks user, we will set up QuickBooks (Online or Desktop) tailored specifically for your business. Your needs will be identified through the bookkeeping evaluation process and an additional fee will apply.

Which version of QuickBooks (Online or Desktop) is best for me?

The right version of QuickBooks is determined by the kind of access and frequency  you require to your record keeping. Depending on your day to day operational tasks, we will help you choose the right version for you.

  • If you do not require day to day access, we will set up your bookkeeping file on QuickBooks Desktop, accessible only by folēo, and deliver your financial reports to you each month.
  • If you need minor access to QuickBooks (e.g., to prepare customer invoices), we will set you up on QuickBooks Online.
  • If you require regular access to take advantage of the full functionality of QuickBooks Desktop, we can set up your Desktop file in a secured cloud environment for an additional monthly storage fee.

Do you provide any reviews or audits of my financial statements?

folēo is focused on supporting your business through bookkeeping, budgeting and strategy for growth. In that role, we do not provide assurance services on your financial information. A Canadian accounting firm can provide a review engagement report or audit opinion and we are happy to provide a referral.

Are you a public accounting firm?

folēo is dedicated to providing small business management services in the areas of bookkeeping, budgeting and strategic planning. As defined by Canadian legislation and by virtue of the fact that we do not provide assurance services, folēo is not a public accounting firm. We are a management services company dedicated to providing timely and cost-effective management assistance to our small business and micro enterprise clients. If any of our clients requires the services of a public accounting firm, we are happy to provide a referral and we are willing to work with them on your behalf should the need arise.

How do I know which pricing plan to choose?

folēo pricing is based on your transaction volume and payroll requirements to start. From there, you can decide whether a budgeted business plan is right for you, or you are poised for strategic growth and would like professional input.

  • if you are self-employed, or a small business with less than $15k of monthly expenses, review the folēo me plans.
  • if you have employees, review the folēo us and folēo us plus plans. And from there…
  • if you have some additional financial requirements, a la carte add-on options are available
  • if you are trying to squeeze your unique company into a plan that doesn’t quite fit, let’s talk about a custom plan

If you have any questions about our pricing model, plans and options, we are a phone call or e-mail away.

Contact Us

I’m behind in my bookkeeping and need to get caught up. Will you catch up my bookkeeping before starting the monthly package?

Yes. We will review your needs and give you a price quote to get you caught up. Once caught up, we will then roll you into the folēo package of your choice that suits you best.

How do I import my existing books into QuickBooks?

With a little help from us, of course. folēo will set up your QuickBooks account for you. Simply send us the file and we’ll take care of the rest. folēo can import data from Excel, Quicken, Microsoft Outlook Contacts or Apple Contacts. You will then receive an email to get you started with access to your new QuickBooks account.

use Simply Accounting software, can you convert it to QuickBooks?

folēo will convert your Simply Accounting records to Quickbooks for you, at no extra charge.

What does QuickBooks set up entail?

folēo’s goal is to provide timely and effective financial information to our clients by tapping into the business intelligence that QuickBooks can provide.

All of our bookkeeping packages come with an initial bookkeeping evaluation, where we identify the status of your bookkeeping records, your financial reporting requirements and your key deadlines.

We also assess your needs in accessing QuickBooks for its operational capabilities (e.g., customer invoice generation, timesheets, estimates, etc.).

Depending on the type of business you own, we will tailor your Chart of Accounts and review any bookkeeping that has occurred to date for the current fiscal year.

If you have provided us with a QuickBooks data file, we will make any changes required and we will ensure that it is secured.

If you are not yet a QuickBooks user, we will set up QuickBooks (Online or Desktop) tailored specifically for your business. Your needs will be identified through the bookkeeping evaluation process and an additional fee will apply.

Which version of QuickBooks (Online or Desktop) is best for me?

The right version of QuickBooks is determined by the kind of access and frequency you require to your record keeping. Depending on your day to day operational tasks, we will help you choose the right version for you.

  • If you do not require day to day access, we will set up your bookkeeping file on QuickBooks Desktop, accessible only by folēo, and deliver your financial reports to you each month.
  • If you need minor access to QuickBooks (e.g., to prepare customer invoices), we will set you up on QuickBooks Online.
  • If you require regular access to take advantage of the full functionality of QuickBooks Desktop, we can set up your Desktop file in a secured cloud environment for an additional monthly storage fee.

Do you provide any reviews or audits of my financial statements?

folēo is focused on supporting your business through bookkeeping, budgeting and strategy for growth. In that role, we do not provide assurance services on your financial information. A Canadian accounting firm can provide a review engagement report or audit opinion and we are happy to provide a referral.

Are you a public accounting firm?

folēo is dedicated to providing small business management services in the areas of bookkeeping, budgeting and strategic planning. As defined by Canadian legislation and by virtue of the fact that we do not provide assurance services, folēo is not a public accounting firm. We are a management services company dedicated to providing timely and cost-effective management assistance to our small business and micro enterprise clients. If any of our clients requires the services of a public accounting firm, we are happy to provide a referral and we are willing to work with them on your behalf should the need arise.

How do you protect my data?

We rely on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. With password-protected login, firewall-protected servers, and the same encryption technology used by the world’s top banking institutions, we have the security in place to give you peace of mind.

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SOME INTERESTING FACTS

Small businesses to Total Businesses

98%

Canada's workforce in small business

48%

Cash flow biggest small business challenge

51%

Marketing biggest small business challenge

21%
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