We provide clear, structured monthly/quarterly/annual packages designed to give small businesses the financial clarity they deserve. Whether you’re just getting started or managing steady growth, you’ll find a package that fits your stage.
If none of the packages feel like the right fit, we’re happy to create a customized plan just for you. Simply reach out — we’ll tailor a solution that supports your needs and your budget
C$120/month + GST
Welcome & setup support
Annual financial reconciliation
Annual financial report
Sales tax preparation & filing
Software subscriptions
Add-ons:
Financial insight services
Payroll management
Budget & cash-flow setup or KPI report
Quarterly clarity review call
Historical bookkeeping cleanup
Ideal for businesses that manage their own books and want a professional review before year-end. We verify accuracy, prepare records, and support smooth tax filing.
Best for: Solo owners and freelancers who want peace of mind without full-service bookkeeping.
✔ Up to 20 transactions per month
C$250/month + GST
Welcome & setup support
Quarterly bookkeeping & reconciliation
Quarterly financial reports
Sales tax preparation & filing
Software subscriptions
Add-ons:
Financial insight services
Payroll management
Budget & cash-flow setup or KPI report
Quarterly clarity review call
Historical bookkeeping cleanup
Designed for businesses that prefer regular oversight without monthly involvement. Each quarter we reconcile accounts and deliver clear, compliant reports.
Best for: Small businesses with steady activity that want dependable quarterly maintenance and sales tax filing.
✔ Up to 30 transactions per month
C$550/month + GST
Welcome & setup support
Monthly bookkeeping & reconciliation
Monthly financial reports
Sales tax preparation & filing
Software subscriptions
Add-ons:
Financial insight services
Payroll management
Budget & cash-flow setup or KPI report
Quarterly clarity review call
Historical bookkeeping cleanup
We manage your books every month — keeping transactions organized, accounts balanced, and reports ready to guide smart decisions.
Best for: Established businesses that want fully managed monthly bookkeeping, proactive reporting, and hands-off accuracy
✔ Up to 60 transactions per month
Custom Quote/month + GST
Welcome & setup support
Bookkeeping & reconciliation as required
Monthly financial reports
Sales tax preparation & filing
Software subscriptions
Accounts payable management
Accounts receivable management
Budgeting
Cash-flow tracking
Add-ons:
Financial insight services
Payroll management
Budget & cash-flow setup or KPI report
Quarterly clarity review call
Historical bookkeeping cleanup
Flexible, high-touch support for complex or growing operations. Ideal for cleanup projects, multi-entity setups, or advanced reporting needs.
Best for: Businesses with higher volume or complexity that need dedicated management and deeper financial visibility.
✔ 60+ transactions per month
Ready for clean, stress-free bookkeeping that makes sense?
