FIND YOUR FIT
Bookkeeping Packages for Every Stage of Business
Ideal for newer or lower-volume businesses with a single, straightforward set of accounts and light monthly transaction activity. As needs grow more complex, businesses may move to the Professional tier.
Bank and credit card reconciliation
Transaction recording and categorization
GST tracking
Monthly income statement
Digital, paperless record keeping
Books prepared and organized for your accountant at year-end
ESSENTIAL
Small businesses with moderate volume and a small team of employees. Businesses exceeding this scope will move to the Complete tier.
Bank and credit card reconciliation
Transaction recording and categorization
Accounts payable & receivable tracking — bills are recorded and categorized to the correct expense accounts, and customer payments are recorded as received. (Tracking due dates, making payments, generating invoices, and following up on collections remain your responsibility.)
Payroll processing, remittances & ROEs (1–3 employees)
T4 preparation and filing
WCB annual return
GST tracking & filing
Monthly income statement
Priority turnaround on urgent requests
Digital, paperless record keeping
Books prepared and organized for your accountant at year-end
PROFESSIONAL
Complex operations with higher volume and a larger team of employees, supported by full-cycle bookkeeping.
Bank and credit card reconciliation
Transaction recording and categorization
Full accounts payable & receivable management — includes bill payment, invoice generation, and collections follow-up on overdue accounts
Payroll processing, remittances & ROEs
T4 preparation and filing
WCB annual return
GST tracking
Corporate tax payment processing
Dedicated ongoing check-ins
Monthly financial reporting package (income statement, balance sheet)
Priority turnaround on urgent requests
Digital, paperless record keeping
Books prepared and organized for your accountant at year-end
COMPLETE
*** Please note that pricing is customized based on your transaction volume and specific needs, not determined by tier alone. Contact me for a personalized quote and we will discuss your business to determine the monthly rate.
Software subscription fees (e.g., QuickBooks Online) are not included in package pricing and are billed separately, or paid directly by the client.
Multi-entity bookkeeping (multiple separate businesses under one client relationship) is available as an add-on to any tier, priced separately based on the number of entities and complexity involved.
Cash flow projections can be added to any tier for an additional fee.
The monthly tier pricing is per each calendar month. This does not include catch-up work.