Monthly Bookkeeping

We think bookkeeping is much more than simply inputting transactions and reconciling accounts. 

We offer our clients a comprehensive experience by ensuring their needs are understood, and every unique expectation is met. We strive to consistently improve administrative processes within your company, opening the doors for efficiencies that create growth opportunities.

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As a client, you will receive regularly updated reports with support in understanding how to analyze the numbers and make sound business decisions based on your financial standing.

Working with a bookkeeping company that you know is experienced, accurate, and will provide you with work on time is essential.  We work closely with our clients to ensure they are getting what they need.

We have experience with various industries, and it’s what we love most about what we do.  Uncovering the mechanics of how you run your business, understanding your goals, and what makes your setup unique all impact what your ideal workflow looks like.
 
Clients in the same industry, offering similar services or products, likely manage their businesses very differently, have different goals, and are at various stages of growth.  Honing in on each of these things will help create a fluid plan for consistent improvement.

Here’s how we do things.

Step 1

We will get your system set up automatically to send us all your receipts, invoices, and statements each month.  No paperwork, no messy exchanges.

Step 2

We work on updating your books accurately and reconciling accounts before providing you with your financial reports.

Step 3

We regularly connect to go through the reports together and give you a better understanding of the numbers and where they come from.

Step 1

We will get your system set up automatically to send us all your receipts, invoices, and statements each month.  No paperwork, no messy exchanges.

Step 2

We work on updating your books accurately and reconciling accounts before providing you with your financial reports.

Step 3

We regularly connect to go through the reports together and give you a better understanding of the numbers and where they come from.

As simple as that.

Bookkeeping Packages

Starter Package
Starting at $325/month
For our clients who handle most of the bookkeeping themselves but need a little help with categorizing and reconciling monthly.
Growth Package
Starting at $675/month
For our clients who are a little less hands-on and need us to book most transactions monthly, as well as work on their account reconciliations. More focused support and monthly meetings are included.
Plus Package
Starting at $1250/month
For our clients looking for more support throughout the month. Generally dealing with complex transactions or a higher number of transactions, we work alongside your team, as an extension to your company.
Please note that all new clients require a Diagnostic Review to begin services.

This service allows us to generate a proposal based on the scope of work needed for your business.

You will be provided with a report of our findings following this service. ($450)

Package Add-Ons

Payroll Services

$250/month + $5 / employee
  • staff onboarding
  • payroll processing
  • source deduction remittance reminders and payment
  • EHT & WSIB Filings and reminders
  • T4 and T4A processing

Catch-up / Clean-up Services

This service is for clients who require help getting things back on track. If your books are behind, or you find yourself in a bit of a mess, this is the package to get things started off.
Pricing based on the scope of work.

Accounts Receivable & Payable Management

If you need help managing the day-to-day transactions of your accounts receivable and payable, let’s chat to find a workflow that relieves your worry and gets you paid on time, and your bills managed with ease.
Pricing based on the scope of work.

Let's get your workflow running as efficiently as possible.