Services

Bookkeeping plans

Bilingual bookkeeping services for small businesses in BC, AB, and SK, with AI‑powered workflows, human review, and clear monthly pricing for straightforward GST/PST situations.

Solo Essentials

From CAD 395/month

For solo consultants, freelancers, coaches, and very small service businesses that want clean, reliable books without building an in‑house finance function.

What’s included

• Monthly bookkeeping in QuickBooks Online Canada

• AI‑powered transaction processing with human review

• Reconciliation for 1 business bank account and 1 business credit card

• Basic GST/HST tracking for straightforward files

• Receipt capture by app or email (Dext or equivalent)

• Monthly reports:

  • Profit & Loss

  • Balance Sheet

  • GST/HST summary

• Email support for bookkeeping‑related questions in English or French (2–3 business day response time)

Best for

• Service businesses with simple banking and payment flows

• Owners who want dependable monthly books and clear reports

• Typically up to 100 transactions per month

Not included

• Payroll

• Inventory accounting

• Complex sales tax situations

• Large historical cleanups

• Tax filing or tax advice

Business Fundamentals

From CAD 725/month

For growing small businesses that need more structure, better visibility, and support for recurring payables and receivables.

What’s included

• Everything in Solo Essentials

• Up to 2 business bank accounts and 2 business credit cards

• Accounts payable support, up to 75 vendor bills per month

• Accounts receivable support, up to 75 customer invoices per month

• Monthly or quarterly GST/HST reporting support for your CPA (summary reports and figures)

• Key monthly figures and trend highlights

• One 30‑minute review call per quarter in English or French

Best for

• Agencies, trades, professional firms, and low‑to‑moderate volume retail or e‑commerce businesses

• Businesses using standardized digital workflows and document intake

• Typically up to 250 transactions per month

Not included

• Detailed inventory accounting

• Payroll processing

• Large historical cleanups

• Tax returns or tax planning

• High‑touch manual workflows outside the agreed process

Growth & Advisory Ready

From CAD 1,200/month

For higher‑volume or more complex small businesses that need weekly attention, faster support, and CPA‑ready books throughout the year.

What’s included

• Everything in Business Fundamentals

• Weekly bookkeeping updates

• Coordination across multiple bank, credit card, and payment accounts

• Limited light cleanup for recent periods

• Year‑end CPA‑ready package (organized ledgers and reports for your accountant)

• Priority email support

• One 30‑minute review call each month in English or French

Best for

• Busy retail, café, bakery, and service businesses with several staff or more frequent AP/AR activity

• Businesses with multiple payment platforms such as Stripe, PayPal, or Square

• Typically up to 700 transactions per month

Not included

• Advanced inventory systems

• Multi‑entity consolidation

• Complex job or project costing

• Large historical cleanups

• Tax filing or tax advice

Additional services

Work outside the monthly plan scope is billed separately at CAD 120/hour, with a 0.5‑hour minimum. Larger cleanups or system changes may be quoted as fixed‑fee projects for clarity and budgeting.

Examples include:

• Historical bookkeeping cleanup

• System migrations and new integrations

• Financing support packages, custom reporting, or detailed budgeting

• Payroll setup or payroll processing (if separately agreed)

Final pricing depends on transaction volume, number of accounts, and overall complexity.