Plans & Pricing
Monthly Bookkeeping
We’re here to take the pressure off your bookkeeping and give you confidence in your numbers. Our goal is to keep your books accurate, organized, and up to date, so you always know where your business stands. We manage the day-to-day bookkeeping and provide clear, straightforward reporting, giving you the insight you need to make informed decisions without having to do it yourself.
Essential | Starting at $300/month
For small businesses with low transaction volume and straightforward bookkeeping needs.
Inclusions:
Monthly bank and credit card reconciliations
Expense categorization and transaction review
Monthly financial statements (Profit & Loss, Balance Sheet)
Basic email support
Best for:
Early-stage businesses with minimal accounts and transactions.
Growing | Starting at $500/month
For businesses with increasing activity, multiple accounts, and a need for clearer financial insight.
Inclusions:
Everything in Essential
Higher transaction volume and multiple accounts
Quarterly key insights summary (trends, notable changes, cash flow observations)
Priority support
Best for:
Growing service businesses that want clean books and clarity around performance.
Freedom | Starting at $750/month
For established businesses with higher volumes, greater complexity, and more complex decision-making needs.
Inclusions:
Everything in Growing
Higher transaction volumes and more complex categorization
Quarterly in-depth review of financial trends, cost behaviour, margins, and cash flow
Priority support and faster turnaround
Best for:
Business owners who want confidence in their numbers and insight to support growth decisions.
Note: Custom pricing may apply for very high transaction volumes, payroll coordination, or additional complexity.
Add-On Service: Bookkeeping Catch-Up & Cleanup
For clients who are behind on their bookkeeping or transitioning to our services, we will review, organize, and update historical records to ensure your books are accurate and tax-ready.
Catch-up and cleanup work is billed on an hourly basis until the books are fully up to date. Once everything is current, we can transition you to one of our ongoing monthly bookkeeping plans.
Financial Planning & Analysis (FP&A)
For clients seeking additional financial insights or one-time services, we offer a range of tailored options. Perfect for monthly clients or businesses we don’t currently manage, these services are designed to provide clarity and actionable insights into your financials.
Specific services and pricing are available upon request.