Know Your Numbers. Grow With Confidence
Accurate bookkeeping, Financial Clarity and reliable support for growing businesses.
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The Benefits of Professional Bookkeeping
Services Packages
STRATEGIC
GROWTH
FOUNDATIONS
Services
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Proper Recording of Income & Expenses
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Weekly Bank Reconciliation
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Standard Monthly Reports
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Monthly Financials Review Meeting
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Annual Year-End Review for Tax Ready Financial Reporting
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GST Filing
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Payroll Processing
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Vendor Payment Coordination
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Accounts Receivable Oversight
Technology
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Receipt Management
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Cloud-based Client Portal for communication & document sharing
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QuickBooks Online​
​Support
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Ongoing Bookkeeping Support
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Response Time: Same day
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Communication with the Tax Preparer
​Add-on Services (quoted separately)
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Catch-Up and Clean-Up Bookkeeping
Starting at​​​
​​$1,200
Monthly ​
Services
-
Proper Recording of Income & Expenses
-
Bi-weekly Bank Reconciliation
-
Standard Monthly Reports
-
Annual Year-End Review for Tax Ready Financial Reporting
-
GST Filing
-
Payroll Processing​​
Technology
-
Receipt Management
-
Cloud-based Client Portal for communication & document sharing
-
QuickBooks Online​
​Support
-
Ongoing Bookkeeping Support
-
Response Time: 2 days
-
Communication with the Tax Preparer
​Add-on Services (quoted separately)
-
Catch-Up and Clean-Up Bookkeeping
Starting at​​​
​​$800
Monthly ​
Services
-
Proper Recording of Income & Expenses
-
Monthly Bank Reconciliation
-
Annual Year-End Review for Tax Ready Financial Reporting
-
GST Filing
Technology
-
Receipt Management
-
Cloud-based Client Portal for communication & document sharing
​Support
-
Ongoing Bookkeeping Support
-
Response Time: 3-5 days
-
Communication with the Tax Preparer
​Add-on Services (quoted separately)
-
Catch-Up and Clean-Up Bookkeeping
Starting at​​​
​​$500
Monthly ​
How we get started
01
Prep
Before our call, we ask you to fill out a short form so we can understand your business and needs—this helps us make the discovery call focused and productive.
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02
Discover
The discovery call helps us understand your business and bookkeeping needs so we can tailor the right solution for you.
03
Diagnostic
Every new client engagement begins with a Diagnostic Review.
We review your bookkeeping, identify opportunities for improvement, and provide recommendations based on your business needs. This allows us to recommend the right level of support and create a customized plan moving forward.
Diagnostic Reviews begin at $500.
04
Findings
In this meeting, we’ll review the results of your Diagnostic Review, align them with your business goals, and present a personalized bookkeeping services proposal tailored to your needs.
05
Onboarding
Once you accept the proposal, we’ll begin the onboarding process to set up your accounts, systems, and workflows so we can start managing your bookkeeping efficiently.