Bookwise Business & Credit Solutions "Perfect Planning"

11/09/2018

It is with great regret that I must announce the closure of Bookwise Business and Credit Solutions.

It’s been a fantastic 27 years owning a business that has afforded me the privilege of meeting and working with so very many special dynamic entrepreneurs who I am proud to call my friends.

I wish each and everyone of you the very best of success on your journeys, both personal and professional.

Thank you for allowing me to know you, to help you and to witness the tremendous growth and value of the businesses here in Lambton Shores!

“May you all sail on the ship called AMBITION and land on the shores of SUCCESS!”

Unknown Author

With love, Sherry

06/08/2016

We live in a world that uses our critical information daily. It is paramount to have that information documented for life events. We have an ability to assist you to do that and more.

We now can offer digital photographs of your valuable assets. If you have ever had to mitigate an insurance claim you will appreciate how nice it would be to have a photograph of your valuable belongings to show to the insurance company and / or the police in case of a theft.

Keeping life organized is simple...

04/11/2016

The goal of Perfect Planning is to securely document all your critical information, in the comfort and privacy of your own home. Arriving with our portable office we can correlate all your vital information, without it ever leaving your hands.

We offer a variety of ways to secure and document this information, including a free, annual update.

Having worked as a Law Clerk, Administrator, Executor and Book Keeper, I understand the complexities of dealing with Government during life changing times and one of those times, sadly, is when we lose a loved one.

Let's face it, no one wants to think about making funeral arrangements. I've even heard the comment, "I'll be gone so what do I care?"

Well if you care about the person or person(s) you've asked to act as your Executor, you may think twice.

If you've ever been tasked with making arrangements you quickly understand the many decisions you will be asked to make.

From my perspective, as an Executor, I would have a deep desire to honor the wishes of my loved one. Not having the conversation with my loved one may leave me wondering if I made the "right" choices.

To ease this burden I believe in pre-planning and encourage you to look to the professionals to guide you through this process. Did you know that most funeral homes will prearrange your funeral without any money being paid up front?

T. Harry Hoffman & Sons Funeral Home in Dashwood certainly provides this service, without pressure, to prepay.

Having worked with Jim, Donna and Amanda I can assure you that all it takes is a phone call to make an appointment to have your expectations documented. Being a second generation business, started in 1939, the Hoffmans' can offer you suggestions, guidance and advice.

I fully understand that thinking about our end of days is not something pressing on our minds. My reality is that, if I think about and provide the information vital to the ease and management of when my time comes, then I can sit back, relax and live my life to the fullest knowing that if and when it happens, I will have done my best to make the burden less for the ones I love most.

"Somebody should tell us, right at the start of our lives, that we are dying. Then we might live life to the limit, every minute of every day. Do it! I say. Whatever you want to do, do it now! There are only so many tomorrows" Pope Paul VI

www.hoffmanfuneralhome.com

03/21/2016

Have you ever had lost your wallet / purse and had to go through all your records to find out all your credit cards numbers? Or have you had to try to recall everything that may have been lost? With the Perfect Planning model your vital information is always close at hand. Call today for your appointment!

03/18/2016

In addition to the "Perfect Planning" aspect of our business, Bookwise Business & Credit Solutions is a book keeping company that offers consulting in Simply Accounting, Quick Books, Manual Ledger Accounting, PCLaw, and many other book keeping related services.

03/18/2016

Three things you already know about a stranger that are likely never wrong are:
1) The person was born
2) The person likely has lost someone they love
3) The person, sadly, at some point, will pass away

As much as we avoid discussing death, the reality is that at some point in our lives we all must face it. And if you are asked to be an Executor / Executrix for someone it can be a daunting task.

Perfect Planning in an "in home" confidential service that will help you to document, catalog and organize everything you will need to provide to your next of kin for them to manage your Estate efficiently and effectively.

With all the "red tape" we see in Government and particularly the changes imposed for Executors as of January of 2015, it's important to ensure the person left with managing your Estate has all the tools required to do their best with the job you've tasked them with.

After all, wouldn't you rather have your loved one's be able to focus on their mourning at the time of your passing versus having the stress and expense of having no idea where any of your documents are kept?

With the many years working with businesses, families, funeral homes and lawyers, I can guide you through the process so you can live life to the fullest now knowing all your affairs are in order!

03/18/2016

Have you ever been asked to act as Executor for a friend or relative? As of January 1, 2015 the rules in Ontario have changed.
https://www.ontario.ca/page/what-do-when-someone-dies

Answers to common questions about what to do, and what support is available, when a loved one dies in Ontario.