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BOOKKEEPING

Reliable books.  Clear financial insight.

Practical bookkeeping support that keeps your 
business organized, accurate and on track.

MONTHLY BOOKKEEPING PACKAGES​

Three levels of support. One goal: Your success

ESSENTIALS

Starting at​

​$350/mo

For businesses that need reliable monthly bookkeeping and basic compliance support.

Monthly transaction categorization

Bank & credit card reconciliations

Up to 2 bank/credit card accounts

Monthly bookkeeping review

Basic month-end adjustments

GST tracking

Email support for bookkeeping questions.

Secure document submission

Year-end package for accountant

Monthly P&L and Balance Sheet

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Best for: Sole proprietors and small businesses with lower transaction volumn.

GROWTH

Starting at​

​$650/mo

For growing businesses that want

more hands-on bookkeeping, regular reporting and ongoing support.

Everything in Essentials, plus

Up to 4 banks/credit card accounts

Accounts payable & receivable tracking

Customer invoice/payment matching

Vendor billing tracking

GST return preparation report

Monthly financial review

Customized monthly reporting package 

Budget vs actual tracking

Cash flow monitoring

Priority email support

Quarterly bookkeeping check-in

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Best for: Incorporated businesses, professional services, trades, and growing companies.

ADVISORY

Starting at​

​$1,050/mo

For businesses that want bookkeeping plus meaningful financial oversight and ongoing advisory support.

Everything in Growth, plus:

Higher transaction volume

Multiple accounts/entities as scoped

Monthly management reporting

Customized financial dashboard

Cash flow analysis

Budgeting & forecasting support

KPI tracking

Monthly meeting with Rhonda

Year-end planning coordination

Priority support

Ongoing process improvement

Best for: Established businesses that need financial insight and strategic support.

** ADD-ON: PAYROLL SUPPORT & SETUP WITH YOUR EXISTING PAYROLL PROVIDER

Monthly pricing is based on transaction, volume, number of accounts, complexity and level of support required.

Final pricing is confirmed after an inital review.

ADD-ON PACKAGES

Enhance your bookkeeping with specialized support.

CATCH-UP BOOKKEEPING

BEHIND ON YOUR BOOKS?

Starting at $750​

We'll bring your records up to date so you can move forward with confidence.

Enter & categorize outstanding transactions

Bank & credit card reconciliations

Bring multiple months up to date

Match customer payments & enter missing bills

Review GST activity & make required adjustments

Prepare books for current-month bookkeeping

Prepare year-end ready records

Starting at $750 + $250-$400 per additional month

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**Dependfing on volume and complexity

CLEAN-UP BOOKKEEPING

SOMETHING DOESN'T LOOK RIGHT?

Starting at $950​

We fix errors, clean up messy books and get everything accurate and reliable.

Review & diagnose your bookkeeping file

Fix errors, duplicate & misclassified transaction

Reconcile accounts & correct opening balances

Review A/R, A/P, GST & payroll entries

Clean up chart of accounts & tricky transactions

Correct journal entries & clearing accounts

Prepare books for accountant review or year-end

Starting at $950 

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**A file review may be required before a fixed clean-up quote can be

provided.

ADD-ON PACKAGES

Enhance your bookkeeping with specialized support.

FINANCIAL REPORTING & INSIGHTS

Starting at 

Understand your numbers.  Make confident decisions.

Monthly financial statements

Budget vs actuals reporting

Cash flow summary

Prior-period comparisons

KPI tracking

Variance analysis & commentary

Custom management reports

Optional monthly review meeting

Management Reporting (with meeting) $395/mo

**Add-on's are depending on a full review for pricing.

ONGOING SUPPORT - WHAT YOU CAN EXPECT

Working with you every step of the way

Throughout The Month

Secure document submission

Transaction processing

Bank activity

Questions answered

Missing info followed up

Support when you need it

At Month End

Accounts reconciled

Transactions reviewed

Adjustments completed

Financial statements prepared

GST/payroll balances reviewed

Books closed for the month

Throughout The Year

Ongoing bookkeeping guidance

CRA & compliance support

Year-end preparation

Coordination with tax filing

Process improvements

Support as your business grows

Why Bookkeeping Matters

Accurate Records

Well-maintained books ensure your financial information is correct, complete, and ready when you need it.

Clear Decisions

Up-to-date numbers provide the clarity to make confident decisions and plan for what's next.

More Time 

For Your Business

With details handled, you can

focus on serving clients and

growing your business.

QuickBooks Set-Up & Customized Training

QuickBooks.png

QuickBooks, built around your business.

One-on-one training using your own QuickBooks Online or Desk Top file and your actual business transactions - so you learn what you need, not what you don't.

TRAINING CAN INCLUDE:

Setting up QuickBooks correctly

Navigating QuickBooks Online

Invoicing customers & recording payments

Entering bills & expenses

Bank and credit-card reconciliatons

GST & payroll basics

Understanding your financial reports

Fixing common bookkeeping mistakes

Building a work-flow you can actually maintain

New to QuickBooks?

Need a refresher?

Cleaning up a mess?

Training is customized to your experience level and the needs of your business.

Already using QuickBooks?  Bring your questions.  We'll work directly in your file.

QuickBooks Training Options

Quick Start 

$175

90-minute one-on-one session

Ideal for specific questions, troubleshooting or a refresher.

Custom Training

$325

Two 90-minute sessions

Customized training using your own QuickBooks file, with time between sessions to put what you've learned into practice.

Set - Up & Training

$495

QuickBooks set-up or clean-up

Plus personalized training so you understand how to manage your books going forward.

Need something more customized?

Additional training: $110/hour

Pricing may vary depending on the complexity of your books and the amount of set-up or clean-up required.

Need Bookkeeping Support You Can Rely On?

Let's simlify your books and strengthen your business - together

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