All-in-One Bookkeeping

Stop wondering if your books are actually right. You didn't start your business to become a bookkeeper — but messy finances keep you up at night. This package gives you clean, organized books you can trust, handled by a CPA, without the stress of doing it yourself or wondering if your family member’s spreadsheet will hold up with CRA.

Features: Accurate recording of day-to-day business transactions, Monthly bank and credit card reconciliations, Organized receipts & financial records in QuickBooks and Dext, Clean, tax-ready documentation for year-end and CRA filings, Quarterly financial review call (30 minutes) to walk through results at a high level and flag anything to watch

No fluff. No unnecessary meetings. Just solid bookkeeping done right.

This package is intentionally streamlined — perfect for business owners who want their finances handled properly without ongoing advisory or constant check-ins. Your books get done quietly in the background, giving you one less thing to stress about.

Best for: Trades, service-based businesses, solo owners or small teams who value reliable books with minimal time commitment.

Pricing: Packages range from $400-$2,000+/month depending on your business needs.
💡 That’s equivalent to less than $15/day for a full CPA managing your books — more reliable and efficient than a part-time clerk.

‍ All-in-One Bookkeeping + Finance

Financial clarity — Stop guessing. Start knowing.

You're making decisions every week — hiring, buying equipment, taking on debt — but are you making them with real numbers, or just your best guess? This package gives you clean bookkeeping plus the financial clarity to actually understand what's happening in your business and what moves to make next.

Features: Accurate bookkeeping with full bank and credit card reconciliations, Financial reporting with clear explanations of results, Cash flow forecasting and budget support to help you plan ahead, Monthly financial review call (45–60 minutes) to discuss performance, trends, and key questions, One focused financial analysis per month to support common decisions (e.g. hiring, equipment purchases, cash planning)

You're not just collecting numbers — you're actually using them.

This package is designed for business owners who are tired of flying blind. You get practical insight, clear answers, and ongoing support — without the complexity or cost of hiring a full CFO. Everything's handled in one place, so you're not juggling spreadsheets or coordinating multiple people.

Best for: Growing trades and service businesses, owners making regular financial decisions (hiring, expansion, equipment), and anyone who wants to actually understand their cash flow and performance.

Pricing: Packages range from $400-$2,000+/month, tailored to your business size and complexity.
💡 For less than $25/day, you get bookkeeping, finance insights, and strategic guidance — all under one roof.

All-in-One Bookkeeping, Finance + Insights

One clear view of your business — so you can act decisively, not reactively. Most business owners are drowning in spreadsheets but starving for answers. This package gives you everything — professional bookkeeping, financial guidance, and visual dashboards that turn your numbers into insight you can actually use. No more hunting through reports or wondering what's really happening. You get a clear view of performance at a glance, so you can spot trends early and make strategic moves with confidence.

Features: Professional bookkeeping with full bank and credit card reconciliations, Clear financial reporting with budgeting and cash flow support, Visual dashboards with key performance indicators, Monthly video walkthrough summarizing results and trends, Regular financial and strategic review calls to discuss performance and priorities.

This package is built for owners who are done reacting and ready to lead. You get real visibility into what's working, what's not, and where you're headed — supported by dashboards that make sense, summaries that get to the point, and strategic conversations focused on your priorities.

Best for: Established or growing service businesses, owners making strategic decisions (expansion, major investments, team scaling), and anyone who wants real-time visibility and proactive financial guidance.

Pricing: Packages range from $400-$2,000+/month, depending on service level and customization.
💡 For less than $35/day, you get full CPA-level accounting & finance support, dashboards, and strategic guidance — something no ordinary accountant delivers.

Take your accounting and finance services to the next level with optional add-ons tailored to your business needs. These services complement your core package, giving you more control, insight, and efficiency.

Available add-ons include:

Personal tax filing (T1) — available as a standalone service

Corporate tax filing (bookkeeping clients only)

Payroll setup and light payroll support (simple situations only)

Cash flow support and forecasting

Additional financial analysis or reporting

Priority reporting timelines

💡 Pricing and scope are confirmed after an initial review.