Services
Two ways to work with us. Ten packages to land on.
Every engagement is built on accurate, on-time books. The difference between our two families is cadence and depth — how often your books are touched, and how much insight and workflow support comes with them.
Find your fit · 60 seconds
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.
Step 1 of 4
Where is your business today?
Pick the closest fit. We'll calibrate the recommendation around it.
All packages at a glance
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.
What we deliver across both families
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
Global service rules
- 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.
Not sure which package fits?
A discovery call is the fastest way to find out — usually within the first 10 minutes.