Use these plans as starting points for monthly bookkeeping support. Every business is different, so the right fit depends on how much follow through, reporting, and finance support is actually needed month to month.
If you are between plans, start with the Health Check or send a quick written note first. We will confirm the right scope, reporting rhythm, and support layers from there.
On mobile, swipe sideways on the pricing table to compare the plans. If monthly support still feels too early, use the Health Check as the lower-risk first step.
Start with a Bookkeeping Health Check
Not ready to commit to monthly support yet? The Health Check is a fixed fee review for owners who want a second set of eyes before choosing a recurring plan.
- Review of the current bookkeeping setup, reconciliations, and reporting flow
- Short written summary of risks, cleanup needs, and the best next step
- Best for businesses that want clarity before moving into monthly support
If you move into recurring monthly support within 30 days, the Health Check fee is credited toward the first month.
| What is included | Starter From $295 CAD / $219 USD Best for straightforward monthly bookkeeping needs and a lighter reporting rhythm. | Most common starting point Essentials From $495 CAD / $369 USD Best for businesses that need dependable monthly bookkeeping, clearer reporting, and an easier month close. | Growth From $895 CAD / $669 USD Best for businesses with more moving pieces, broader reporting needs, and more recurring follow through. | Custom Custom pricing Best for businesses that need tailored bookkeeping, reporting, and finance support around a more complex workflow. |
|---|---|---|---|---|
| Monthly reconciliations | ✓ | ✓ | ✓ | ✓ |
| Monthly bookkeeping summary | ✓ | ✓ | ✓ | ✓ |
| Financial statements and cash flow reporting | Available when needed | ✓ | ✓ | ✓ |
| Owner ready month end visibility | ✓ | ✓ | ✓ | ✓ |
| Typical fit | Businesses that want clean monthly basics and a simpler reporting setup. | Businesses that need a steadier monthly process and more owner ready visibility. | Businesses with more activity, more coordination needs, and broader reporting expectations. | Businesses that need tailored support around complexity, scale, or internal handoffs. |
| AP and AR support | ✓ | ✓ | ✓ | ✓ |
| Payroll support for up to 5 employees View starting add-on pricing | Optional support layer | Optional support layer | ✓ | ✓ |
| Year end handoff readiness | ✓ | ✓ | ✓ | ✓ |
| Sales tax filing support View starting add-on pricing | Optional support layer | Optional support layer | Optional support layer | Tailored to scope |
| Monthly review call | Optional add-on | ✓ | ✓ | ✓ |
| Support with finance workflow questions | Light support | ✓ | ✓ | ✓ |
| Budgeting and cash flow forecasting support View starting add-on pricing | — | — | Optional support layer | ✓ |
| Ongoing email support | ✓ | ✓ | ✓ | ✓ |
Final pricing depends on scope, reporting depth, payroll needs, cleanup work, and overall workflow complexity. Most businesses confirm the right fit either through a short fit call or by starting with a written Health Check first.
Optional support layers
Starting points for support that can be scoped in consultation
- Payroll Support: from $150 CAD / $111 USD for up to 5 employees
- Sales Tax Filing Support: from $150 CAD / $111 USD for one sales tax filing period
- Additional Monthly Reporting: from $225 CAD / $167 USD for reporting beyond the base plan
- Cash Flow Reporting and Forecasting: from $225 CAD / $167 USD for monthly cash visibility and near term planning support
If you already know the books need attention but you are not ready to commit monthly, the Health Check is the cleaner first step. If you would rather start by email, send a quick note and we will point you to the best next step.
If recurring support feels too early, start with the Bookkeeping Health Check. It is designed as the lower risk first step before a monthly commitment.
Need more detail first? See Finance Support Add-Ons or Cleanup and Reporting Support. If you are not sure where you fit, start with the Health Check or use a short fit call to confirm the right level.