Why Choose Our
Bookkeeping Services?
As an entrepreneur or parent, your time is precious. Let us handle the numbers while you focus on what you do best - running your business and caring for your family.
Accurate financial records maintained consistently
Real-time insights into your business/family cash flow
Easy reconciliation of bank and credit card accounts
Organized documentation for tax season
More time to focus on growing your business and caring for your family
Peace of mind knowing your books are in expert hands
Find the right level of
Each tier is designed to provide strategic financial guidance tailored to where you are in your business and as you build your family’s future.
financial support
for you
Growth
Most Popular
Starting at
$450
per month
Added Insight:
“Key findings” +
“Opportunities for growth”
Established small businesses
Growing revenue
Need insights, not just data
Includes EVERYTHING
in Foundation +
Higher transaction volume (300+)
Monthly financial reports + insights summary
Expense categorization optimization
HST filing support
Upgrades
Email Support
Priority response handling
Additional Calls
Quarterly for strategic planning and direction
Foundation
Executive
Description
Who
It's For
What's Included
Starting at
$150
per month
Household Financial Insight:
“Complete family financial clarity” + “Guided improvement opportunities”
Single or Dual-income households
Clear spending insight for parents
Personal finance support
Monthly Financial Organization
-
Categorization of personal transactions
-
(bank + credit cards)
-
Basic tracking of income & expenses
Monthly Snapshot Report
-
Income vs expenses summary
-
Spending breakdown
-
(by category)
-
Simple, easy-to-read format
Financial Clarity Insights
“What you’re spending most on”
“Where you can improve”
Monthly 1:1 review call
Email Support
Response time: 24-48 hours
Turn Around
Monthly reports delivered
by the 20th
Family
Financial Clarity
Starting at
$250
per month
Initial Insight:
“Where your finances stand” +
“Simple opportunities to improve”
New Businesses
Entrepreneurs
Low Transaction Volume
Includes Core Financial
Organization & Reporting
Up to 100 transactions
Accounts reconciliation
HST tracking
Basic Monthly financial statements
Monthly 1:1 review call
Email Support
Response time: 24-48 hours
Turn Around
Monthly reports delivered
by the 20th
Starting at
$800
per month
Advanced Insight:
“Full financial clarity” +
“High-level strategic guidance”
Business owners scaling
Multiple accounts / complexity
Want a financial partner
Includes EVERYTHING
in Growth +
Unlimited / Higher transaction volume
Monthly financial insights + strategic recommendations
Cash flow tracking
Budgeting support
Coordination with accountant (year-end)
Upgrades
Faster Response
Direct communication access
Priority Turn Around
Expedited preparation and delivery of financial reports
Customized Reporting
Delivering deeper insights into performance, cash flow, and profitability
Enhancements
For more tailored support,
select from a range of additional services to complement your package.
Payroll Support
Personal Income Tax Filing
$100
per file
Tax filing is a fixed-rate service, offering consistency and transparency so you always know what to expect.
Professional preparation and filing of family and business tax returns, ensuring accurate reporting, compliance, and timely submission
Clean / Catch-Up Work
HST Filing Support
Pricing
Note
Description
Starting at
$500
one-time fee
Fees may adjust based on the extent of catch-up work needed, including how far behind records are and the complexity of the file.
Bring your books up to date with accurate, organized financial records
Starting at
$50
per month
Fees may adjust based on the number of employees and the complexity and size of your organization.
Comprehensive payroll processing with accurate calculations, timely employee payments, and organized record-keeping to ensure smooth operations and compliance
Included in
Growth & Executive Plans
Starting at
$50
per month
Fees may adjust based on the level of service required, including the complexity and condition of your financial records.
Preparation and submission of accurate HST returns, ensuring all eligible inputs and outputs are properly recorded and filed on time