Strategic

Starting at

$1,699

per month

For business owners who want full financial clarity and ongoing strategic support.

✔ Everything in Growth
✔ Full-Cycle Bookkeeping – Weekly reconciliations & transaction categorization
✔ Payroll & Benefits Management – Complete payroll support
✔ Cash Flow Forecasting – Understand and plan for cash needs
✔ Monthly Advisory Calls – KPI tracking & financial strategy discussions
✔ Technology Optimization – 3^rd party integrations to streamline workflow
✔ Unlimited Support – Email, phone, and Teams access for fast response

Perfect for: Scaling businesses that need a finance partner, not just a bookkeeper.

Growth

Starting at

$799

per month

For growing businesses that need deeper insights and proactive financial management.

✔ Everything in Essentials
✔ Accounts Payable Management – Track and categorize vendor payments
✔ Accounts Receivable Tracking – Monitor customer invoices & aging reports
✔ Payroll Processing – T4s, ROEs, and payroll tax remittances
✔ Enhanced Reporting – Monthly financial analysis with insights
✔ Quarterly Advisory Check-ins – Discuss financial performance & strategy
✔ Technology Upgrade – Plooto for bill payments
✔ Support – Email & phone support

Perfect for: Businesses that want better financial visibility and efficiency.

Essentials

Starting at

$499

per month

For business owners who need reliable bookkeeping to stay compliant.

✔ Bank & Credit Card Transactions – Process and categorize transactions
✔ Bank & Credit Card Reconciliation – Ensure financial accuracy
✔ Sales Tax Filings – GST, PST, and WCB filing,

✔Basic Payroll Processing  – payroll processing for a small team
✔ Basic Financial Reports – Monthly Profit & Loss, Balance Sheet
✔ Cloud Accounting Setup – Xero, Hubdoc, Payworks.
✔ Support – Email support for general inquiries

Perfect for: Small businesses that need solid bookkeeping without extras.