Specialized Setup and Consulting
Practical support for the financial and administrative projects you’ve been meaning to tackle.
Sometimes you need help getting a system set up, making a transition, or documenting how things work. Oldham Administrative Solutions offers separately priced projects for businesses, non-profits, and community organizations.
You can hire me for a project on its own or alongside ongoing bookkeeping. We’ll agree on the scope, timeline, and price before work begins.
Sports registration setup
Get your registration process ready for the season, with clear options for families and useful information for your organizers.
Projects may include:
- Setting up registration packages, age groups, fees, and capacity limits
- Configuring opening dates and registration questions
- Testing the registration process before launch
- Preparing registration instructions and email templates
- Creating instructions for the volunteers managing registrations
Transitioning to QuickBooks Online
Move to a bookkeeping system that fits how your organization works, with support to get started confidently.
Projects may include:
- Reviewing your current system and planning the transition
- Setting up QuickBooks Online and your chart of accounts
- Bringing in opening balances, with accountant coordination where needed
- Setting up receipt collection and available bank connections
- Providing training and video walkthroughs for everyday tasks
Financial procedures & how-to guides
Make recurring tasks easier to follow, delegate, and hand over when staff or volunteers change.
Projects may include:
- Documenting invoicing, payments, receipts, and expense approvals
- Creating payroll checklists and information submission procedures
- Writing step-by-step standard operating procedures (SOPs)
- Recording video walkthroughs using your systems
- Helping turn approved financial policies into clear everyday processes
CRA review & desk audit support
Get help organizing your records and responding to a CRA request.
Projects may include:
- Reviewing the request and identifying the records needed
- Gathering and organizing supporting documents
- Reconciling requested amounts to your bookkeeping records
- Preparing supporting schedules and a response package
- Coordinating with your accountant where tax advice or interpretation is needed
The scope will depend on the request and the condition of your records.
Custom Google Sheets calculators & planning tools
Understand your costs, explore possibilities, and make informed decisions with a spreadsheet built around your business or organization.
Projects may include:
- Cost analysis and pricing calculators
- Growth projections and “what if” scenarios
- Hiring, compensation, and staffing cost models
- Break-even and revenue target calculations
- Budgets and cash flow forecasts
- Video or written instructions so you can confidently use and update your tool
Each spreadsheet is built around your goals, with clear assumptions and adjustable inputs. Quoted separately based on complexity, scope, and training needs.
Other financial &
administrative projects
Need help with something that doesn’t fit neatly into a category? I also take on projects such as bookkeeping cleanups, tracking spreadsheets, reporting tools, and administrative system setup.
Project pricing
Every project is quoted separately. Pricing reflects the scope, complexity, condition of existing records, and training or documentation needed.
Your proposal will explain what’s included, what I’ll need from you, the expected timeline, and the project fee. If additional work comes up, we’ll discuss it before expanding the scope.
Have a project in mind?
Tell me what you’re trying to accomplish, what you’re using now, and any deadlines you’re working toward.
Ask about a project