Our Services
By combining accurate bookkeeping with a real understanding of your business and goals, we provide useful analysis and support that helps you move forward with confidence.
Some or all of these options
Bookkeeping
Monthly services starting at $150 / month for 100 or less transactions. Includes Income Statement and Balance Sheet.
Software options include Wave, Quick Books Online, Excel.
Set up starting at $500 depending on your current system and goals.
Bookkeeping fees are based on number of transactions, software needs and detail of tracking... examples below for reference. We'll give you a quote based on your needs after an intro chat.
Add on's
In addition to monthly bookkeeping services you can add on any or all of the following:
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Monthly Financial Performance Summary
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GST / PST filing
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Customer Invoicing
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Accounts Receivable / Payable Tracking
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​Payroll
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Strategy session (monthly or quarterly)
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Year End prep for Accountant / Income Tax filing
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Admin Services:
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Data entry, form development, file organization, costing forms, tracking forms, square or shopify POS set up or other customized service.​
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Business Advising
​Business Advising is professional guidance that helps you make better decisions and move toward your goals with clarity and confidence. It goes beyond day-to-day operations and focuses on the bigger picture - strategy, performance, and growth.
We help you:
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Understand your financials and what they mean for your business
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Identify opportunities to improve profitability and cash flow
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Plan for growth, changes, or challenges
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Set goals and create practical action plans
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Make informed decisions with less guesswork
In short, business advising turns information into insight and insight into action - so you’re not just running your business, you’re steering it.​​
That's why we are your partner in profit.
It is the goal.
​
Example Packages
These are good examples of real packages. There are variables to consider and we will work with you to find the best set of services and software to meet your needs. You won't pay for things you don't need.
A retainer may be requested prior to work beginning, depending on the contract.
Basic Bookkeeping Package
$150 per month
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100 monthly transactions or less
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GST and PST tracking included
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Digital bank statements required from the client.
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Digital scanned documents provided.
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Software - Wave (free) or Excel
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Quarterly performance summary - basic.
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Yearly review on financial statements, adjustments to make.
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Best for solo operators, no inventory management, simple operations.
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Example business type: artist, massage therapist, consultant, instructor, etc.
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Additional one time fee for setup, depending on current situation... $300 - $500 estimate
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Possibly additional software fees depending on choice.
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Possible additional admin fee for managing paper documents / receipts.
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We'll give you a quote based on your needs after an intro chat.
Standard Bookkeeping Package
$250 / month
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200 monthly transactions or less
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GST and PST tracking and filing
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Digital connection to bank accounts.
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Software - Quick Books Online or Wave (additional fee depending on choice)
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10 Accounts Receivable / Payable accounts tracked.
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Inventory Management, possible depending on transaction volume.
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Monthly customized performance summary.
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Quarterly 1 hour strategy session.
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Yearly review on financial statements, adjustments to make.
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Best for service business with more clients, businesses possibly managing inventory, businesses wanting more tracking and support.
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Example business type: small retail operation, fabricator, graphic designer
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Additional one time fee for setup, depending on current situation... $500 estimate
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Additional software fee based on choice.
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We'll give you a quote based on your needs after an intro chat.
Premium Bookkeeping Package
$500 - $700 + / month
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customized scope
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200 + monthly transactions
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GST and PST tracking and filing
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Digital connection to bank accounts.
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Software - Quick Books Online or Wave (additional fee depending on choice)
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Accounts Receivable / Payable accounts tracked.
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Inventory Management
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Monthly customized performance summary.
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Quarterly strategy session.
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Quarterly review on financial statements, adjustments to make.
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Example business type: small retail operation, fabricator, graphic designer,
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Additional one time fee for setup, depending on current situation... $500 estimate
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Additional software fee based on choice.
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We'll give you a quote based on your needs after an intro chat.
Add on's
Payroll
$250 / month for up to 3 employees
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$35 per employee above 3
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semi monthly processing (2x's)
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$250 one time set up fee.
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Additional fees for complexity for customized service to manage RRSP contribution, benefits, union dues, etc.
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T4 prep $250 for up to 3 employees, $50 per additional employee.
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ROE $75 per
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Possibly additional software fees depending on choice.​
Administration Services
$75 / hour or by quote for a scope of work.
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Document collection, scanning of receipts.
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File organization - digital, paper, combo
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Data entry - example customer database, employee database
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Form development - digital, web based, paper or combination
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​Costing - tracking systems, labor costs... leads to pricing strategy
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Square or Shopify point of sale (POS) setup
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Customized scope of work
Research / Analysis
$75 per hour or by quote for scope of work.
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Research of software / tech stack
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Competitive Analysis
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Website audit
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Industry best practices
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Grant opportunities
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Customized scope of work
Business Advising
Business Advising is professional guidance that helps you make better decisions and move toward your goals with clarity and confidence. It goes beyond day-to-day operations and focuses on the bigger picture - strategy, performance, and growth.
We help you:
-
Understand your financials and what they mean for your business
-
Identify opportunities to improve profitability and cash flow
-
Plan for growth, changes, or challenges
-
Set goals and create practical action plans
-
Make informed decisions with less guesswork
In short, business advising turns information into insight and insight into action- so you’re not just running your business, you’re steering it.
​​​
That's why we are your partner in profit. It is the goal.
One off Meeting
$250 for a 2 hour meeting
A one off meeting to go over any details or concerns we may be able to advise or support during the meeting session.
Payment required in advance to book a session.​
Monthly Session
Starting at $200 for 2 hours / month, additional time $100 / hour.
Admin support at $75 / hour.
Contract for minimum monthly meetings.
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Customized Scope
$100 per hour or by quote after a scope of work is determined.
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Book an intro chat
Click to set up an appointment for a video call - let's chat about how we can work together... or send a message, we'll be in touch.