Services

This service is for businesses that need their books reviewed, rebuilt, caught up, or properly structured before reliable monthly work can begin.

It can be a good fit for new businesses, businesses moving into new software, or businesses whose bookkeeping has become inconsistent or difficult to manage.

Depending on the agreed scope, support may include:

• bookkeeping diagnostic review

• historical cleanup and catch-up

• chart of accounts restructuring

• opening balances and account reconciliation

• software implementation or conversion

• financial workflow organization

• accountant-ready records

• recommendations for ongoing systems and responsibilities

Projects are quoted individually based on the condition, volume, complexity, and period covered.

Starting at $300/month

Designed for owners who want their books kept current and accurate - but also want a bookkeeper who pays attention, communicates clearly, and helps them understand what their records are saying.

Depending on the agreed scope, support may include:

• monthly reconciliations and transaction review

• accounts receivable and payable workflows

• payroll and remittance oversight

• GST/HST tracking and accountant-ready records

• monthly financial reporting

• regular communication and follow-up

• coordination with accountants and other advisors

• recommendations when something appears unclear or inconsistent

Pricing Note

Pricing reflects the scope, complexity, and level of support required. Factors may include transaction volume, number of accounts or entities, payroll, GST/HST, accounts receivable and payable, cleanup requirements, reporting needs, and the overall condition of the records. You will receive a clear recommended scope and pricing before work begins.

For growing businesses that need more than monthly bookkeeping. This collaborative service combines financial oversight with practical support improving the systems, workflows, and administrative structure behind the business.

Depending on the agreed scope, support may include:

• everything included in ongoing bookkeeping

• cash-flow and financial-priority support

• invoice, payment, registration, and document workflows

• software selection and implementation

• reporting and tracking systems

• process development and simple SOPs

• project or launch support

• regular planning and accountability meetings

• coordination across owners, team members, accountants, banks, and advisors

Customized engagements are developed around the business’s priorities, complexity, and level of ongoing support required.

Depending on the engagement, additional support may be available for:

• accounts receivable support

• accounts payable support

• payroll processing or remittance oversight

• administrative templates and simple SOPs

• QuickBooks Online (or other agreed software) support and training

• workflow development and document organization

• short-term implementation or project support

Additional services are quoted based on scope and availability.

Pricing Note

Starting prices are based on basic, well-maintained files. Final pricing depends on factors such as transaction volume, number of accounts, payroll, accounts receivable and accounts payable activity, catch-up or cleanup needs, and the overall condition of the bookkeeping records.