

We're here to support you no matter where you are in your journey.
STARTING AT $575/MONTH
THIS IS FOR YOU IF...
- You want to go beyond the bookkeeping, taking a deeper dive into the numbers and using them to make strategic decisions that will take your business to the next level.
WHAT'S INCLUDED:
- Everything in the Essentials package plus...
- Annual budget / forecast
- Monthly video walkthrough of your financial reports
- Quarterly 1:1 strategy calls to review your budget to actuals / update your forecast
*Xero subscription not included in services
STARTING AT $325/MONTH
THIS IS FOR YOU IF...
- You want to know how much money you’re spending/receiving on a monthly basis so you can make adjustments in your business that will lead growth
- You have no time (or desire) to do the bookkeeping yourself
WHAT'S INCLUDED:
- Organized and up-to-date bookkeeping on a monthly basis
- Account reconciliations to ensure your books are error free
- Monthly financial snapshot sent to your inbox
- Quarterly video walkthrough of your financial reports for a clear understanding of what's happened over the last three months
- Unlimited support via email or any questions you have throughout the month
- Communication and collaboration with your CPA
*Xero subscription not included in services
STARTING AT $225/MONTH
THIS IS FOR YOU IF...
- You need a budget-friendly option for understanding how much money you’re spending/receiving on a monthly basis
- Have minimal requests and just want peace of mind that someone is taking care of your business finances
WHAT'S INCLUDED:
- Organized and up-to-date bookkeeping on a monthly basis
- Account reconciliations to ensure your books are error-free
- Monthly financial snapshot sent to your inbox
- Clean and simple annual reports sent to your inbox
*Xero subscription not included in services
STARTING AT $1,800
3 WEEK TIMELINE
THIS IS FOR YOU IF...
- You haven’t done any of the bookkeeping for the year and are ready to take it off your to-do list (you need a catch up)
- OR you created a Quickbooks account and tried to DIY it but it’s gotten messy (you need a clean up)
WHAT'S INCLUDED:
- Xero account setup (if needed)
- Organized and up-to-date bookkeeping for the year
- Clean, tax-ready reports sent to your inbox
- Video walkthrough of your financial reports for a clear understanding of what's happened over the last year
ONE-TIME INVESTMENT $200
THIS IS FOR YOU IF...
- You want to start running your business legitimately
- Has been keeping track of bookkeeping on a spreadsheet
- OR have not been tracking at allWHAT'S INCLUDED:
- Register your business
- Register GST/HST (if needed)
- Open business bank accounts and obtain permits (if needed)
- Accounting software set up through Xero
- Customized chart of accounts tailored to your business type
*Xero subscription not included in services

CLIENT INTEREST FORM
Fill us in on some details about yourself, your business, and what your bookkeeping needs are.
DISCOVERY CALL
Book a call to chat more about working together and see if we really are a great fit.
Proposal
We will send a customized proposal with package details, a service agreement, and an invoice.
ONBOARDING
Once the proposal has been accepted, We will send you a list of items needed in order for me to get started.
THE BOOKKEEPING BEGINS
We will dive into your finances- organizing transactions, reconciling accounts, and getting your reports ready