Ongoing Bookkeeping Support Made Simple

Choose the level of support that works for you—whether you need ongoing monthly bookkeeping, quarterly catch-ups, or a DIY system with guidance.

Starting at $300/month

Starting at $350/quarter

Ideal if you don’t need monthly bookkeeping but still want to stay on track. Quarterly check-ins ensure your books are reviewed, updated, and ready—so nothing falls too far behind.

A flexible option for business owners who prefer to manage their own books but want guidance along the way. Get the tools, structure, and support you need to stay organized and confident in your numbers.

Coming soon!

MONTHLY SUPPORT

QUARTERLY SUPPORT

DIY SUPPORT

Ongoing, hands-off bookkeeping support to keep your finances organized, accurate, and up to date. Perfect for business owners who want consistent oversight and peace of mind knowing their books are always taken care of.

All-Inclusive Audit-Ready Bookkeeping

A fully managed, all-inclusive monthly service designed to keep your books accurate, organized, and audit ready—no catch-up, no surprises, no stress.

Up to 600 Annual Transactions

$550/month

Best for:
Service-based business owners or solopreneurs with lower transaction volume who want their bookkeeping handled consistently and kept up to date.

601 - 1000 Annual Transactions

$750/month

Best for:
Growing businesses with increasing sales and expenses that need ongoing bookkeeping support to stay organized and in control of their numbers.

Best for:
Established businesses with higher transaction volume that want accurate, organized books and clear visibility into their finances.

1001 - 2000 Annual Transactions

$950/month

What's Included in Every Audit-Ready Package

• Monthly bookkeeping to keep your records accurate and up to date

• Sales tax (GST/HST) filing and tracking

• QuickBooks Online subscription included

• Receipt management software + receipt capture and matching

• Reconciliation of business accounts (based on plan)

• Monthly financial statements delivered to your inbox

• Year-end coordination with your tax accountant

Optional Add-Ons

• Additional bank or credit card accounts

• Upgrade to a higher QuickBooks Online subscription

• Accounts Payable (bill management and payments)

• Accounts Receivable (invoicing and collections support)

• Payroll processing and support

Customize your support as your business grows. Additional fees apply.

All rates are subject to applicable sales tax.

All rates are subject to applicable sales tax.

All rates are subject to applicable sales tax.

Customizable Full Service Bookkeeping Support

Reliable, organized bookkeeping to keep your records up to date and your business running smoothly—whether you need monthly support or quarterly check-ins.

Quarterly Bookkeeping

Best for: Business owners who don’t need monthly support but want to stay organized and on track throughout the year.

Quarterly support gives you structured check-ins to review, update, and clean up your books—so nothing gets too far behind. It’s a great option if your business has lower transaction volume or you’re comfortable staying on top of things in between.

What you can expect:

• Quarterly transaction review and categorization

• Bank and credit card reconciliations

• Quarterly financial statements

• Sales tax review and filing support

• Email support as needed

• Year-end, CPA-ready books

• Coordination with your tax accountant

Optional add-ons:

• Receipt management and matching

Monthly Bookkeeping

Best for: Business owners who want consistent support and always up-to-date books.

Your bookkeeping is managed month-to-month so nothing falls behind and you always have a clear picture of your finances. With reliable, ongoing support, you can make confident decisions and stay focused on running your business—not keeping up with your books.

What you can expect:

• Monthly transaction categorization

• Bank and credit card reconciliations

• Monthly financial statements

• Sales tax tracking and filing support

• Priority email support

• Year-end, CPA-ready books

• Coordination with your tax accountant

Optional add-ons:

• QuickBooks Online subscription (preferred pricing)

• Dext receipt management subscription

• Receipt management and matching

• Accounts payable and/or receivable support

• Payroll support

DIY Bookkeeping Membership

Best for: Business owners who want to manage their own books with guidance, structure, and ongoing support.

If you prefer to handle your own bookkeeping but want to make sure you’re doing it right, this membership gives you the tools and support to stay organized and confident in your numbers.

Inside, you’ll learn how to set up and maintain your bookkeeping system step-by-step, with access to practical resources and ongoing support to keep you on track.

What you can expect:

• Step-by-step guidance to set up your bookkeeping system

• Access to training resources and educational content

• Support within a community of like-minded business owners

• Simple workflows and processes to stay organized

• Tools, templates, and resources to streamline your bookkeeping

• Ongoing support to help you stay consistent and avoid falling behind

Our Process

A simple, streamlined process for getting started with ongoing full service bookkeeping packages.

Step 1: Get Started

Complete the initial inquiry form and book a discovery call. This gives us a chance to learn more about your business and bookkeeping needs before providing a tailored quote.

Step 2: Set Up & Onboarding

We’ll get your systems set up, including QuickBooks Online and any supporting tools, and establish a simple, consistent process for managing your bookkeeping each period.

Your ongoing bookkeeping begins. We keep your books organized and up to date, delivering clear financial reports each period so you always know where your business stands.

Step 3: Ongoing Support