Services

Our monthly bookkeeping services are designed to keep your financial records accurate, organized, and up to date. We offer several service levels to accommodate businesses of different sizes and bookkeeping needs.

Starter

For small businesses with straightforward bookkeeping requirements.

• Up to 40 monthly transactions

• Up to 2 bank or credit card accounts

• Monthly transaction recording and reconciliation

• Monthly financial statements

• Year-end reports for your accountant

Business

For growing businesses requiring more comprehensive bookkeeping support.

• Up to 120 monthly transactions

• Up to 4 bank or credit card accounts

• Monthly bookkeeping and reconciliations

• Monthly financial statements

• Routine supplier bill entry

• HST return preparation and filing

• Accounts payable and receivable reporting

• Quarterly financial review

Professional

For established businesses with higher transaction volumes and more detailed reporting needs.

• Up to 250 monthly transactions

• Up to 6 bank or credit card accounts

• Monthly bookkeeping and reconciliations

• Monthly financial statements

• Routine supplier bill entry

• HST return preparation and filing

• Weekly bookkeeping processing

• Accounts payable and receivable monitoring

• Cash flow reporting

• Monthly financial review

Outsourced Accounting & Business Support

For businesses looking for more extensive financial and administrative assistance.

Customized services may include comprehensive bookkeeping, payroll administration, job costing, management reporting, budgeting, and ongoing financial and operational support.

Pricing & Customization

Monthly fees are quoted based on transaction volume, account complexity, and the services required. Additional services can be incorporated into a customized package.

Transaction Volume

Monthly transaction limits include business income, expenses, supplier bills, and customer invoices recorded during the month. Payments applied to previously recorded bills or invoices are not counted as additional transactions.

Transaction limits apply to the total monthly volume across all business accounts. Additional transaction volumes, accounts, or services may require a customized quote.

Payroll Processing — Employee payroll calculations, pay statements, remittances, and payroll recordkeeping.

HST Reporting — Preparation and filing support for GST/HST returns using your business's financial records.

Accounts Payable & Receivable — Additional support with entering supplier bills, tracking customer invoices, monitoring outstanding balances, and following up on payments.

Financial Reporting — Customized reports, detailed financial analysis, and reporting tailored to your business's specific needs.

QuickBooks Online Support — Assistance with software setup, account organization, and ongoing bookkeeping processes.

Additional services are quoted based on your business needs and may be included in a customized monthly package.

Catch-Up Bookkeeping — Recording outstanding transactions and reconciling accounts for previous months or years.

Bookkeeping Cleanup — Reviewing existing records, correcting errors, and organizing financial information.

New Business Setup — Establishing bookkeeping systems, chart of accounts, and accounting software for new businesses.

QuickBooks Online Setup & Training — Helping business owners get started with QuickBooks Online and understand their bookkeeping workflows.

These services are quoted individually based on the condition of your records, the volume of work, and the assistance required.