Monthly Bookkeeping
Clean Books Every Month. Without the Stress.
We handle your bookkeeping on an ongoing basis so your financials stay accurate, up to date, and ready when you need them.
Most small business owners are making financial decisions based on numbers that are weeks behind, manually tracked, or simply guessed at. When tax season arrives, or a lender asks for financials, the scramble starts.
Monthly bookkeeping eliminates that problem entirely. Your books are reconciled on a regular schedule, your financial statements are produced every month, and you know where your business stands financially, without touching a spreadsheet.
What you get every month
- Transaction categorization for all accounts
- Bank and credit card reconciliation
- Monthly financial statements: Profit & Loss, Balance Sheet, Cash Flow
- Cloud access to your financials at any time
- CRA compliance maintained on an ongoing basis
- Review calls to walk through your numbers
GST/HST filing and payroll are available as separate services, or bundled with your monthly package. TBR also prepares accountant-ready year-end books. Personal income tax returns are open to new and existing clients without a bookkeeping engagement. Corporate T2 returns are limited to established bookkeeping clients or businesses with an existing TBR relationship, with scope and fees agreed separately.
Packages
Transparent Pricing. No Surprises.
Starter — $750/month
For solopreneurs and businesses under $250k annual revenue.
- 1 bank account + 1 credit card
- Up to 150 transactions per month
- Monthly reconciliation and categorization
- Monthly financial statements
- Email support
- Cloud access to your financials
Extra account $100/month. Transactions over 150 at $2 each.
Professional — $1,200/month
For small businesses between $250k and $1M annual revenue.
- 2 bank accounts + 2 credit cards
- Up to 300 transactions per month
- Bi-weekly reconciliation
- Monthly financial statements
- Monthly 30-minute review calls
- Priority email support
- Cloud access to your financials
Extra account $100/month. Transactions over 300 at $1.50 each.
Business — $1,800/month
For growing businesses between $1M and $3M annual revenue.
- 3 bank accounts + 3 credit cards
- Up to 500 transactions per month
- Weekly reconciliation
- Monthly financial statements and custom reports
- Monthly 60-minute review calls
- Dedicated account manager
- HST quarterly filing included
- Priority phone and email support
- Cloud access to your financials
Extra account $100/month. Transactions over 500 at $1 each.
All packages include
Cloud-based access to your financials. Secure data handling. CRA compliance. No hidden fees.
Who this is for
Built for Canadian small businesses that are done managing their own books. Straightforward structures, 1 to 15 employees or solopreneurs, annual revenue between $100k and $3M.
Industries we serve: trades, construction, professional services, retail, consulting, and equestrian operations.
We currently serve businesses in all Canadian provinces and territories except Quebec, including British Columbia.
Get a clear quote in 30 minutes
Book a free consultation. We will review your current bookkeeping situation, ask the right questions, and give you a fixed monthly price with no surprises.
Book your free consultation