Core services
Monthly Bookkeeping
Ongoing bookkeeping to keep your financial records accurate, organized, and up to date.
Bank & Credit Card Reconciliation
Every account balanced and reconciled so your records are accurate and any discrepancies are caught early.
Financial Reporting
Clear financial statements and reports to help you understand your business.
Accounts Payable & Receivable
Organized tracking of what you owe and what you're owed, so nothing falls through the cracks.
Tax-Ready Financials
Organized year-end financial records and packages prepared for your CPA or tax professional.
Catch-Up & Clean-Up
For businesses that have fallen behind or need their books reviewed and organized.
Pricing
Monthly packages
Pricing varies depending on transaction volume, number of accounts, complexity, and the services your business requires. The figures below are starting points — I'll confirm the right fit after a brief conversation.
Essential
Up to 75 transactions/month
A good fit for small businesses with straightforward bookkeeping needs.
- Transaction recording & categorization
- Bank reconciliation — up to 1 account
- Credit card reconciliation — up to 1 account
- QuickBooks Online maintenance
- Monthly Profit & Loss
- Monthly Balance Sheet
- GST tracking
Growth
76–150 transactions/month
For businesses with more activity that need a higher level of bookkeeping support.
- Everything in Essential
- Up to 3 bank and credit card accounts
- Monthly financial statements
- GST tracking and reconciliation
- Review of unusual or uncategorized transactions
- Year-end records organized for your CPA
Complete
151–250 transactions/month
For businesses with higher monthly volume that require thorough, detailed bookkeeping support.
- Everything in Growth
- Up to 5 bank and credit card accounts
- Detailed monthly review
- Monthly financial reporting
- GST reconciliation
- Year-end CPA package
Have more complex needs or require payroll, A/P, A/R, or other specialized support? I'm happy to discuss a custom arrangement that works for your business.
Not sure which package fits?
Every business is different. Let's talk through your needs and find the right solution.