Let us keep score of your business’s success.
Our meticulous approach
eases your burden.
✓ Seamless transaction
✓ Flawless meetings
Essential
Cutting-edge technology, powering your solo operation.
Starting at
$250
monthly retainer
✓
Up to 50 Transactions
✓
Monthly Bank Reconciliation
✓
GST/PST Filing & Compliance
✓
CRA-Ready Financial Statements
✓
Standard Email Support
Professional
Supercharged stability, enhancing your momentum.
Starting at
$750
monthly retainer
✓
Up to 150 transactions
✓
Payroll for up to 5 Employees
✓
WorkSafeBC / WCB Reporting
✓
Accounts Payable Management
✓
Quarterly Strategy Call
Comprehensive Management
Solid foundation. Dynamic and continuously thriving.
Starting at
$1,500
monthly retainer
✓
Unlimited Transactions
✓
Multi-Account Reconciliation
✓
Full-Cycle Accounts Receivable
✓
Custom Financial Forecasting
✓
Priority Phone & Text Support
most popular
Clean & Catch Up
One-time specialist projects, to get you on track again.
Contact us today for a
Quote
per project
✓
Fixing Previous Errors
✓
Make Overdue Books Current
✓
CRA Audit Preparation
✓
New Business Set-up (Quickbooks)
✓
Historical Data Migration
Frequently Asked Questions
Can I receive an invoice for my transaction?
Absolutely, you will always receive an estimate, a contract, and then an invoice. Reach out to us via email or our client portal if you need more information.
What payment methods do you accept?
We use QuickBooks Payments for seamless billing. You can pay your invoices instantly via Credit Card (Visa, Mastercard, Amex), Apple Pay, or Bank Transfer (EFT/ACH) directly from the invoice email. We also accept E-transfers upon request, please quote your invoice number in the e-transfer memo for processing.
How do you handle my year-end taxes?
We keep your books ready all year long. At year-end, we provide a clean, reconciled ‘Year-End Package’ that you can send directly to your CPA. This usually saves you significantly on your accounting fees because they don’t have to fix any mistakes!
Can you provide a customized estimate?
We would be delighted to meet and understand your business better. Afterwards, we will send an estimate customized to your situation.
Are there any hidden fees or additional charges?
No. We believe in transparent, flat-fee pricing. The monthly retainer covers all the services listed in your plan. The only additions are the mandatory government taxes (GST, and BC PST where applicable).
How do I send you paperwork?
We are a 100% paperless firm. You can upload receipts via our secure methods or drop digital files into your dedicated secure cloud folder and share directly with us. No more shoeboxes!
Is it possible to help my Non-Profit based in the USA?
We specialize in Western Canadian funding strategies. At this time we are not able to service organizations based out of the US.
Do I have to sign a contract?
Yes. We believe in earning your business every month. Our contract terms are flexible. With month-to-month contracts, we do require 30 days’ notice for cancellations so we can properly close out your final month of books.
Do I need to provide my own accounting software?
We can work with your existing QuickBooks Online or accounting software, or we can set up a new account for you on Quickbooks Online.
Do you still have some concerns or queries?
Are you unable to locate the solutions you seek? Feel free to connect with us for further discussion.