Service Packages

Starter Package

Perfect for small businesses needing essential bookkeeping support.

Includes:

Accounts Payable & Receivable Management
Invoice creation and tracking
Payment reminders and collections
Monthly Financial Reporting
Profit & Loss statements
Balance sheets
Bank Reconciliation
Monthly reconciliation of all bank and credit card accounts
Unlimited Email Support (within 24-48 hours)

Ideal For:

Sole proprietors and freelancers
Businesses with fewer than 50 transactions per month

Standard Package

Designed for growing businesses needing more comprehensive financial oversight.

Includes Everything in the Basic Package, PLUS:

Payroll Management
Payroll processing for up to 10 employees
Payroll tax filings and compliance
Assistance with Tax Preparation
GST/HST filings and reporting
Year-end preparation support
Quarterly Financial Check-ins via Zoom
Review reports and discuss business performance
Expense Categorization and Management

Ideal For:

Businesses with 50-200 transactions

Premium Package

For established businesses needing advanced financial insight and strategic support.

Includes Everything in the Standard Package, PLUS:

Advanced Financial Reporting
Customizable reports tailored to your business goals
Cash flow management reports
Budgeting & Forecasting Assistance
Dedicated Bookkeeper with Priority Support
Review financial health and discuss growth strategies
Assistance with Audit Preparation (if required)

Ideal For:

Medium-sized businesses and startups scaling operations

Add-On Services (Optional, Priced Separately)

Catch-Up Bookkeeping
Additional Payroll Processing
Custom Financial Reports
Tax Filing Assistance (One-Time)