Two ways to work with us. Ten packages to land on.
Every engagement is built on accurate, on-time books. Two engagements cover the spectrum — Ledger for monthly bookkeeping and Sync for an embedded remote bookkeeper — and together they hold all ten packages. Pulse, our virtual CFO and KPI reporting layer, is not a third engagement or a separate package: it activates inside Ledger and Sync. The difference between Ledger and Sync is cadence and depth — how often your books are touched, and how much workflow support comes with them.
Answer four quick questions. We'll point you to the right package.
A guide — not a quote. The discovery call still calibrates pricing to your actual volume and complexity.
Where is your business today?
Pick the closest fit. We'll calibrate the recommendation around it.
Ten packages, two families.
| Family | Code | Package | Best for | |
|---|---|---|---|---|
| LEDGER | PKG-1-SC | Starter Compliance | Set-up-right monthly books | View |
| LEDGER | PKG-2-SS | Structured Support | More accounts + aging reports | View |
| LEDGER | PKG-3-OO | Operations Optimized | Analysis + receipt automation | View |
| LEDGER | PKG-4-VS | Volume Streamlined | High volume, custom reporting | View |
| LEDGER | PKG-5-PP | Process & Insight | Dashboards + dedicated lead | View |
| SYNC | RBS-1-CRB | Core Remote Bookkeeper | Weekly in-house-grade books | View |
| SYNC | RBS-2-EWS | Enhanced Workflow Support | A/R, A/P & receipt workflows | View |
| SYNC | RBS-3-DPP | Daily Process Partner | Daily recon + live dashboards | View |
| SYNC | RBS-4-FEB | Fully Embedded Bookkeeper | Embedded, documented process | View |
| SYNC | RBS-5-BOC | Bookkeeping + Ops Control | Multi-entity, senior oversight | View |
Investment shared on a discovery call. CAD per month, exclusive of applicable taxes.
Transactions & reconciliations
- Bank and credit card reconciliations to the cent
- Inter-company and clearing-account clean-up
- Foreign currency tracking (USD/CAD/EUR)
- Loan and lease amortization tracking
GST/HST & CRA
- GST/HST tracking and remittance (add-on unless negotiated)
- Input tax credit review
- CRA correspondence support
- Provincial sales tax tracking where applicable
AP / AR
- Vendor onboarding and payment cadence
- Customer invoicing and collections cadence
- Aging reports with action notes
- Receipts and supporting docs via Dext
Payroll handoff
- Payroll handled by our trusted payroll partners
- Journal entry posting and reconciliation
- T4 / ROE preparation handoff
- Statutory deductions tracking
Year-end & accountant package
- Year-end review file — included in every package
- Adjusting entries prep
- Direct collaboration with your CPA / tax accountant
- T2 schedule support
Advisory & reporting
- Fathom KPI dashboards (Sync RBS-3+)
- Variance & commentary (Ledger PKG-5)
- Cash flow forecasting
- Quarterly review sessions
- Year-end support is included in all packages.
- Cleanup / catch-up bookkeeping is available only with a minimum 12-month recurring engagement.
- Payroll is handled by our strategic partners in the payroll industry — we leave it to the specialists and post the journal entries on our side.
- GST / HST filing is an add-on service unless specifically negotiated.
- Fractional CFO services are custom engagements, delivered in consultation with one of our trusted CPA partners who specializes in your industry.
- All pricing shared on a discovery call; CAD per month, exclusive of applicable taxes.
Common questions before the discovery call.
How is Ledger different from Sync?+
Ledger is a monthly cadence — books closed by the 15th, reports delivered, year-end pack ready. Sync is weekly or daily and embeds a remote bookkeeper into your workflow: AP/AR, receipt capture, and process ownership. Same accuracy standard, different depth.
Where does Pulse fit in?+
Pulse isn't a separate engagement. It's the virtual-CFO and KPI reporting layer that turns on inside specific Ledger and Sync packages — Fathom dashboards, variance commentary, quarterly reviews, and consolidation when you need it.
Do you work with businesses outside Ontario?+
Our focus is Ontario SMBs and CPA firms — we know the provincial and CRA nuances cold. We take on select clients elsewhere in Canada when the fit is right; U.S. and cross-border work is out of scope.
What software do you work in?+
QuickBooks Online is our default ledger, Dext for receipts, and Fathom for reporting. We migrate from Xero, Wave, or spreadsheets during onboarding if needed — no extra fee inside the standard onboarding window.
How is pricing determined?+
Every package has a fixed monthly fee calibrated to transaction volume, entity count, and workflow complexity. You'll get the exact number on the discovery call — no hourly surprises, no scope-creep invoices.
How fast can we start?+
Most engagements start within 7–10 business days of the discovery call. Catch-up work — if the books are behind — runs in parallel and is quoted separately from the ongoing package.
30 minutes. Real answers. No slide deck.
Send us the basics and we'll reply within one business day with two or three time options in Eastern Time. On the call we walk through your current setup, the gaps, and which package fits — with pricing tied to your actual volume.
- Founder-led, no sales handoff
- Written summary emailed after the call
- No obligation — most calls end with a clear next step, not a proposal
Not sure which package fits?
A discovery call is the fastest way to find out — usually within the first 10 minutes.