WHAT WE DO

Monthly Bookkeeping

Keep your finances organized and accurate

• transaction categorization

• Bank reconciliation

• Financial Statements

• Monthly review calls

Tax Services

Income tax and HST filings done right, on time

• Personal & corporate tax prep

• T1, T2, T2125 filing

• GST/HST filing

• CRA compliance support

Payroll Management

Reliable payroll processing for peace of mind

• Employee payroll processing

• Source deductions & remittances

• T4 preparation & filing

• CRA payroll compliance

WHO WE SERVE

Built for Canadian Small Businesses

We specialize in businesses with:

• $100k - $2M annual revenue

• 1-15 employees (or solopreneurs)

• straightforward business structures

• need for reliable, affordable bookkeeping

Industries we serve:

• retail

• Professional services

• Construction

• Trades

• Equestrian

• Consulting

If you're tired of DIY bookkeeping or expensive big-firm CPA's, we're the right fit

HOW IT WORKS

Getting started is simple

1. FREE CONSULTATION (30 minutes)

   We review your current bookkeeping setup and discuss your needs

2. CLEAR PROPOSAL ( 2-3 days)

   Fixed monthly pricing, no surprises, no hourly billing

3. SMOOTH ONBOARDING (1-2 weeks)

   We get access to your accounts and take over your bookkeeping

4. ONGOING PARTNERSHIP ( monthly)

   Clean books, timely tax filing, and proactive CRA compliance

PRICING

Transparent Pricing

MONTHLY BOOKKEEPING PACKAGES

We provide ongoing bookkeeping services on a monthly subscription. Tax preparation, HST filing, and payroll are billed separately

STARTER PACKAGE - $750/MONTH

Perfect for: Solopreneurs, <$250k revenue

What's included:

• 1 bank account + 1 credit card

• Up to 150 transactions per month

• Monthly reconciliation & categorization

• Monthly financial statements (P&L, Balance Sheet, Cash Flow)

• Email support

• Cloud access to your financials

  Additional charges:

• Extra account: $100/month each

• Over 150 transactions: $2 per transaction

PROFESSIONAL PACKAGE - $1,200/month

Perfect for: Small businesses, $250k-$1M revenue

What's included:

• 2 bank accounts + 2 credit cards

• Up to 300 transactions per month

• Bi-weekly reconciliation (faster turnaround)

• Monthly financial statements

• Monthly 30-minute review calls

• Priority email support

• Cloud access to your financials

  Additional charges:

• Extra account: $100/month each

• Over 300 transactions: $1.50 per transaction

BUSINESS PACKAGE - $1,800/month

Perfect for: Growing businesses, $1M-$3M revenue

What's included:

• 3 bank accounts + 3 credit cards

• Up to 500 transactions per month

• Weekly reconciliation (near real-time visibility)

• Monthly financial statements + custom reports

• Monthly 60-minute review calls

• Dedicated account manager (direct access)

• HST quarterly filing (included)

• Priority phone & email support

• Cloud access to your financials

  Additional charges:

• Extra account: $100/month each

• Over 500 transactions: $1 per transaction

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Our Location

Based in Central Ontario, we serve small and medium businesses with personalized financial and AI solutions.

Address

Central Ontario

Hours

Mon-Fri 9am-5pm