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Our Services

Worker with Ladder

1

Basic Monthly Bookkeeping

Ideal for: Small businesses just starting out with minimal transactions.

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  • Transaction categorization (up to 75 transactions).

  • Bank and credit card reconciliation (1 account).

  • Monthly financial statements (Profit & Loss, Balance Sheet).

  • Basic tax deduction tracking.

  • Email support for bookkeeping questions.

 

Add-On Services

  • Sales Tax Filing (e.g., HST/GST)

  • Catch-Up Bookkeeping: 

  • Payroll Services: Starting at 

  • Quarterly or Annual Bookkeeping

2

Silver Monthly Bookkeeping

Ideal for: Growing businesses with multiple accounts and increased transactions.

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  • Everything in the Basic Plan, plus:

    • Transaction categorization (up to 150 transactions).

    • Reconciliation for up to 3 accounts (bank, credit card, or PayPal).

    • Quarterly financial review and business insights.

    • Accounts receivable/payable tracking.

    • Job costing and profitability analysis (basic).

    • Priority email support.

3

Platnium Monthly Bookkeeping

Ideal for: Established businesses needing full financial oversight.

 

Everything in the Silver Plan, plus:

    • Unlimited transaction categorization.

    • Reconciliation for up to 5 accounts.

    • Monthly financial review with detailed insights.

    • Advanced job costing and profitability tracking.

    • Payroll management support.

    • Customized reports (e.g., top customers, vendor analysis).

    • Cash flow forecasting.

    • Dedicated phone and email support.

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