Services
The Essentials package keeps your books organized and stress-free. Perfect for smaller businesses or sole proprietors who just need the fundamentals handled each month — transactions recorded, accounts reconciled, and reports ready when you need them.
Includes:
Up to 90 transactions per month
1 bank or credit card account
Monthly reconciliation and review
Income statement and balance sheet each month
Email support and quarterly check-in
GST/PST review and reminders
Best for: freelancers, consultants, and small service businesses with straightforward bookkeeping needs.
The Growth package is designed for businesses that are ready for the next level of organization and insight. If you’re managing multiple accounts, increasing transactions, or just want more hands-on support each month, this plan keeps everything running smoothly.
What’s Included:
Up to 200 transactions per month
Up to 3 bank or credit card accounts
Monthly reconciliation and categorized reporting
GST/PST filing support and reminders
Income statement and balance sheet delivered each month
Monthly review meeting (Zoom or email summary) to keep you in the loop
Guidance on streamlining workflows and digital record-keeping
Best for: trades, e-commerce shops, or incorporated small businesses with moderate transaction volume.
The Comprehensive package is built for businesses with high transaction volume, payroll, or complex financial activity that requires extra care and insight. You’ll get consistent, accurate bookkeeping with advanced reporting and priority support - all tailored to your specific workflow.
Includes:
300+ transactions per month
Unlimited accounts and app integrations
Advanced financial reports and performance summaries
Coordination with your accountant at year-end
Payroll management option available
Priority support and custom scheduling
Best for: established or multi-revenue businesses, or those needing deeper insights and ongoing collaboration.