A monthly plan to fit your needs

Our pricing reflects typical bookkeeping tiers, but we know not every business fits a standard mold. If you're operating on a leaner model or have unique needs, contact us for a personalized quote.

Our pricing reflects typical bookkeeping tiers, but we know not every business fits a standard mold. If you're operating on a leaner model or have unique needs, contact us for a personalized quote.

  • Best for: Solo entrepreneurs, freelancers, and service providers with low monthly transaction volume (under 100/month).

    This package provides accurate, reliable monthly bookkeeping to keep your financial records organized and up to date. It’s ideal for businesses that want essential bookkeeping done correctly and on time, without extra features that may not be needed at this stage.

  • Includes:

    • Monthly transaction categorization (up to 100 transactions)

    • Bank and credit card reconciliations (1 of each per month)

    • Monthly financial reports (Profit & Loss)

    • Personalized client portal for secure communication

    • Year-end accountant package preparation

    • One 30-minute monthly consultation

    • Email support with responses within 24 hours or sooner (on weekdays)

    • HST filing according to your CRA schedule

    Does not include:

    • App subscription fees (billed separately)

  • Best for: Growing service-based businesses or online retailers with moderate monthly transaction volume (100–200 transactions).

    This package provides structured, reliable bookkeeping with clear monthly reporting to support your business growth. It’s designed to give oversight and consistency while keeping your financial records accurate and up to date as your operations expand.

  • Includes everything in The Ledger, plus:

    • Increased monthly transaction capacity (100–200 transactions)

    • Prepaid and accruals tracking for more complex financial management

    • Class, location , or job costing options

    • Enhanced reporting for business oversight

    Does not include:

    • App subscription fees (billed separately)

  • Best for: Established businesses with higher transaction volume (250+), complexity, or larger teams, including restaurants, e-commerce businesses, agencies, consultancies, and multi-entity operations.

    This is our most comprehensive bookkeeping package, providing complete financial clarity, detailed monthly reporting, and hands-on support. It’s designed for businesses with complex operations that need reliable, structured bookkeeping to stay organized and make informed financial decisions.

  • Includes everything in The Balanced Books, plus:

    • All required bookkeeping and accounting app subscriptions are included

    • Custom financial reporting and performance insights

    • Cash flow forecasting support

    • Priority support and response times

    • Quarterly business health reports

Operational Support services

  • For business owners who need reliable, behind-the-scenes support to stay organized and responsive, our Executive Support Services are available in flexible hourly blocks, starting at $50/hour. Whether you're managing a busy calendar or trying to stay on top of client communications, we help keep your operations running smoothly.

    • Calendar management and scheduling coordination

    • Inbox monitoring and email triage

    • Client communication and follow-ups

    • Call screening and forwarding

  • Keep your business relationships smooth and your payments on track. I manage vendor and supplier communications, follow up on invoices, and ensure timely payments, helping you maintain strong partnerships while avoiding late fees and missed deadlines.

  • Our inventory management service ensures your stock levels, valuations, and reporting stay accurate and aligned with your financials. We integrate inventory tracking with your POS or accounting system and provide hands-on monthly oversight, including one local visit per month to review physical inventory and processes.

    • Integration with POS or accounting systems

    • Monthly local inventory check and reconciliation

    • Inventory valuation and adjustments

    • Support with item setup and categorization

    • Reporting to support purchasing and margin analysis

    • Cleanup and organization of existing inventory records

  • Simplify employee expense reporting and reimbursements. I track submitted receipts, record reimbursable expenses, and integrate everything into your bookkeeping system to ensure your records are accurate and up to date.

Add-on services

Personalized support to fit your business needs. These services can be added to any subscription package or purchased as stand-alone offerings. Pricing is custom based on your business size and complexity. Need a little of this, a dash of that, not seeing the perfect plan? Let us know! We can customize a plan that fits your business and budget.

  • We offer end-to-end payroll support designed to keep your team paid accurately and your business fully compliant. From new employee onboarding to year-end reporting, payroll is managed with precision and care, using platforms like Wagepoint, Payworks, Ripple, or Gusto. Service fees are billed separately by the payroll provider and are not included in our pricing.

    • Employee onboarding and setup

    • Regular pay runs and off-cycle payments

    • Vacation pay tracking and payouts

    • CRA remittances and reporting

    • Year-end T4s, ROEs, and reconciliation

    • Ongoing maintenance and compliance monitoring

  • Smooth, accurate payroll every time.
    We help coordinate payroll with your preferred provider.

    • Payroll journal entries

    • Reconciling against payroll provider

  • For messy books that need a reset.
    We’ll clean up errors, uncategorized transactions, and outdated structures to bring your books back into shape.

    • Fix coding errors and miscategorized transactions

    • Reconcile unreconciled accounts

    • Organize and standardize chart of accounts

    • Perfect for businesses with inaccurate or incomplete historical data

  • Behind on your books? We’ve got you.
    We’ll bring your books up to date—whether you’re a month behind or more than a year.

    • Catch-up bookkeeping for past months or years

    • Bank and credit card reconciliations

    • Year-to-date financials

    • Ideal for businesses preparing for tax season or new systems

  • Stay on top of bills and vendor payments.
    We'll manage your AP process to ensure timely and accurate payments.

    • Weekly or bi-weekly bill entry

    • Payment scheduling and tracking

    • Approval workflows available

  • Get paid faster, with less stress.
    Streamlined invoicing and customer payment follow-up.

    • Invoice creation and delivery

    • Payment tracking and reminders

    • ✔️ Aging report review and support

  • Help choosing the right tools for your business.
    We’ll assess your business operations and recommend the most efficient, scalable accounting software for your needs. We work with four of the most popular accounting software programs, so we know our stuff!

    • ✔️ 60-minute consult

    • ✔️ Written recommendation with 1–2 tailored options

  • Organized books start with a clean chart.
    We’ll set up or optimize your chart of accounts to ensure accurate reporting.

    • Custom account mapping for your industry

    • Cleanup of outdated or duplicate accounts

    • Ideal for both new setups and existing messes

  • Feel confident using your accounting tools.
    Live, personalized Zoom sessions with screen sharing and recorded playback.

    • Platforms: QuickBooks Online, Xero, etc.

    • Q&A time + post-call resources

    • Great for business owners and team training

A woman sitting at a wooden desk in a bright room, working on a laptop and holding a cup, with two open laptops and a mug on the desk.