Simplifying Finance, One Loonie At a Time
Empowering You to Navigate Finances with Ease & Confidence.
Leafs and Loonies is dedicated to providing expert financial guidance tailored to your unique needs. Whether you're looking to manage personal finances, understand investment opportunities, or navigate business financial strategies, we simplify the process so you can make informed decisions with confidence.
WHO WE ARE
At Leafs and Loonies, we help individuals and businesses navigate financial decisions with clarity and confidence. Our goal is to simplify complex financial concepts, offering personalized insights that empower you to take control of your finances.
WHAT WE DO
From budgeting and investment guidance to smart financial planning, we provide expert advice tailored to your unique needs. Whether you're an entrepreneur seeking financial structure or an individual looking to optimize savings, we’re here to guide you every step of the way.
🌍 Our Mission & Values
✅ Clarity – Breaking down finances into simple, understandable steps.
✅ Trust – Providing honest, reliable, and expert financial insights.
✅ Growth – Helping clients make informed decisions that lead to financial success.
| Plan | Starter | Growth | Premium |
|---|---|---|---|
| Monthly Bookkeepin | ✅ | ✅ | ✅ |
| Bank Reconcilation | ✅ | ✅ | ✅ |
| Financial Report | ✅ | ✅ | ✅ |
| Plan | Starter | Growth | Premium |
|---|---|---|---|
| Payroll Management | ❌ | ✅ | ✅ |
| Tax Filing (GST/HST) | ❌ | ✅ | ✅ |
| Catchup/ Cleanup | ❌ | ❌ | ✅ |
| Plan | Starter | Growth | Premium |
|---|---|---|---|
| Account Pay/ recieve | ❌ | ✅ | ✅ |
| Monthly | ✅ | ✅ | ✅ |
| Price ( CAD ) | $500 | $1000 | $2500 |
Frequently Asked Questions
Find answers to common questions below:
What services do you offer?
I provide financial consultation, budgeting advice, and financial planning solutions tailored to individuals and businesses.
How can I book a free consultation?
You can book a free 15-minute consultation using Calendly https://calendly.com/vishvesh215/30min.
Do you work with individuals and businesses?
Yes! Whether you're looking for personal financial guidance or business financial structuring, I can assist you.
What is your experience in finance?
I have extensive experience helping clients with financial management, budgeting, and strategic planning.
Can you help me create a financial plan?
Absolutely! I tailor financial strategies based on your needs, goals, and financial situation.
How do I contact you for more inquiries?
You can reach out via email or through my social media channels listed on the website.