Bookkeeping Services
Bookkeeping Services Key Benefits
Services Packages
PREMIUM
GROWTH
STARTER
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
-
Payroll Processing
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Vendor Payment Coordination
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Accounts Receivable Oversight
Technology
-
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
-
Communication with the Tax Preparer
​Add-on Services (quoted separately)
-
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 ​
Onboarging Process
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.
​​​
02
Discover
The discovery call helps us understand your business and bookkeeping needs so we can tailor the right solution for you.
03
Diagnostic
The next step is a paid Diagnostic Review, where we take a deeper look at your numbers and business needs. Pricing ranges from $500–$750 depending on your business size and complexity. This review gives you an accurate plan and quote for maintaining or fixing your financials, peace of mind that your accounting is in expert hands, and a clear roadmap to help your business grow.
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.