Monthly Bookkeeping Packages

All Services are customized to your specific needs. We take a number of things into consideration including the number and type of accounts, transaction volume and reporting requirements.

Schedule a discovery call so we can learn more about your needs and discuss the next steps to receive your customized proposal.

Premium

  • General Bookkeeping

  • Account Reconciliation

  • HST Compliance

  • Software Training & Support

  • Basic & Custom Financial Reports & Planning

  • Payroll Admin & Reporting

  • Unlimited Email Support

  • Business Development Advice

  • Priority Processing

  • Advisory Sessions

Standard

  • General Bookkeeping

  • Account Reconciliation

  • HST Compliance

  • Software Training & Support

  • Basic Financial Reports

  • Payroll Admin & Reporting

  • Limited Email Support

Lite

  • General Bookkeeping

  • Account Reconciliation

  • HST Compliance

  • Software Training & Support

  • Limited Email Support

DIY

  • Transaction Review

  • Account Reconciliation

  • Limited Email Support

  • Access to video training library

  • Limited email support

** Our Premium and Standard packages include your accounting software and document management app

Additional Add-On Services Available

With Monthly Bookkeeping Service

Financial Reports

Monthly financial reports delivered via a shared secure portal.

Document Management

App setup, integration and training to securely store and organize monthly bills and statements to make your business audit proof.

Rush Delivery

Have your business moved to the front of the line each month. Monthly work completed within 4 business days of receiving all required information.

Accounting Software Setup

We can set up your accounting software and offer a discount on new Quickbooks Online subscriptions

Accountants Referrals

We can connect you with one of our accountants or collaborate with yours.

Advisory Sessions

Remote meetings to help you understand your financials, answer questions and discuss ways to grow your business.

Let’s Find a Perfect Bookkeeping Solution for Your Business
How we work:

Step 1 - Discovery Call

This is a brief Zoom or telephone meeting to learn about your business, your pain points and answer your questions.

Step 2- File Diagnostic Review

We will review your current books to determine if cleanup is required and to be able to provide a customized proposal for the specific services that you need based on your business’s situation.

Schedule A Discovery Call

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