Services

Services & Packages

Accurate monthly books, reconciliations, and financial reports to keep your business on track.

Flexible bookkeeping packages tailored to your business size, transactions, and reporting needs.

QuickBooks Online support that keeps your records organized, accessible, and ready for decisions.

Tier Packages

Tier

Target Client

Monthly Retainer (CAD)

Core Inclusions

Exclusions / Limits

Tier 1: Essential (Micro / Side Business)

Sole proprietors, micro-businesses, or consultants with under 50 transactions/month and 1–2 accounts

$350 / mo

• Monthly bank & credit card reconciliation (up to 2 accounts)

• Receipt & expense categorization via software hub

• Monthly summary report (P&L and Balance Sheet) delivered via email

• Includes Quickbooks Online Subscription

• Accounts Payable / Receivable management

• Invoice creation

• Vendor follow-ups

Tier 2: Standard (Growing Solo Business) (Most Popular)

Established sole proprietors or straightforward incorporated professionals with 50–150 transactions/month and up to 4 accounts.

$500 / mo

• Everything in Tier 1

• Reconciliation of up to 4 accounts (e.g., checking, savings, 2 credit cards)

• Monthly vendor invoice tracking / bill entry (data entry only)

• Includes Quickbooks Online Subscription

• Bill payment processing (client retains payment release authority)

• Customer invoicing

Tier 3: Complete Recordkeeping (High Volume)

Service businesses or contractors with 150–250 transactions/month, multiple cards, or e-commerce merchant clearing accounts (e.g., Stripe/Shopify).

$1,000 / mo

• Everything in Tier 2

• Reconciliation of up to 6 accounts, including payment processor clearing accounts

• Weekly review & categorization (maintains real-time visibility)

• Year-end accountant preparation binder / standardized review file

• Includes Quickbooks Online Subscription

• Tax filings of any kind

• Cash flow forecasting

• Budgeting

Instead of receiving separate bills from QuickBooks, receipt apps, and your bookkeeping team, we bundle everything into one predictable, flat monthly fee. This saves you up to $50 per month on retail software subscriptions alone, removes unpredictable billing spikes, and ensures your complete tech stack is fully managed under one roof.