Our Services
Bookkeeping, priced with exactitude.
Four core services — Ledger and Sync bookkeeping packages, Pulse advisory and consulting, and Software Integration with the third-party apps you already run. Pick the level of support your business needs today, and scale up as you grow.
Ledger
Bookkeeping Essentials
Foundational monthly bookkeeping — accurate transactions, reconciliations, and reporting that keep you in control without the complexity.
Benefits
- Books closed by the 15th, every month
- Statements you can hand to your bank or accountant
- Fewer surprises at year-end and tax time
Starting from $399/mo
- Monthly close & reporting
- Accuracy, compliance, and monthly statements
- 5 packages: $399–$1,499/mo
Sync
Remote Bookkeeper Suite
Premium, real-time bookkeeping for growing businesses — an in-house-grade bookkeeper without the cost or overhead.
Benefits
- Real-time numbers for day-to-day decisions
- Bills, invoices, and collections kept moving
- In-house-grade support without hiring staff
Starting from $1,999/mo
- Daily or weekly, real-time bookkeeping
- Operational visibility & internal controls
- 5 tiers: $1,999–$4,999/mo
Pulse
Advisory, Management Accounting & Consulting
Higher-level support for owners who want more than tidy books — advisory, management accounting, and consulting, scoped to what you actually need.
Benefits
- Clear view of cash flow, margins, and trends
- Forecasts and budgets to plan ahead with confidence
- A trusted adviser for big financial decisions
Custom pricing
- Advisory & management accounting
- Consulting scoped to your goals
- Custom pricing depending on scope
Software Integration
Third-Party Apps, Implementation & Consulting
We connect your accounting system to the apps you already run — banking, payments, payroll, receipts, and sales — then implement it, document it, and train your team so the integration keeps working without you.
Benefits
- Less manual data entry and fewer errors
- Your apps and books always in agreement
- A documented setup your team understands
Custom pricing
- Third-party app integration & automation
- Implementation, migration & data mapping
- Consulting on your stack, process, and controls
Accounting Software Integration
Your accounting software, wired to the rest of your business.
Good books depend on good plumbing. We integrate your accounting system with the third-party apps you already run, implement the setup end to end, and consult on the tools and processes behind it — so the numbers arrive on their own and stay accurate.
App Integration & Automation
We connect QuickBooks Online to your bank, payments, payroll, receipts, and sales channels so data flows in automatically — no re-keying, nothing missed.
Implementation & Migration
Moving off spreadsheets or another system? We configure the file, migrate balances and history, and cut over without disrupting your month.
Data Mapping & Controls
Chart of accounts, classes and locations, tax codes, and approval rules mapped properly — so the reports you get can actually be trusted.
Systems & Process Consulting
We review how work flows today and recommend the tools and process that fit your business — not a package you don't need.
Training & Documentation
Your team gets trained on the setup, with written SOPs and a month-end checklist so it survives staff changes.
Ongoing Support
New app, new sales channel, new entity? We extend the integration and keep the connections healthy as you grow.
Integration, implementation, and consulting are scoped to your stack and quoted per project — book a discovery call and we'll tell you what's involved.
Beyond the Books
Support services
Payroll Accounting
Your payroll provider processes payroll. We record and reconcile payroll entries in your books so your financial reports stay accurate. Scope is confirmed in your engagement agreement.
GST/HST Support
GST/HST bookkeeping and return preparation support. We track and reconcile GST/HST and prepare the figures for your return. Filing and remittance responsibilities are determined by the individual engagement agreement.
Year-End Support for Your Tax Preparer
We prepare your year-end bookkeeping records so your accountant or tax preparer can complete your returns.
Catch-Up & Cleanup
Behind on the books? We'll get them current and keep them that way — available with a 12-month recurring engagement.
QuickBooks Setup & Training
Set up right from day one, with training so you're never guessing.
Packages & Pricing
One fixed monthly fee. No surprises.
Every package is priced up front in CAD (taxes extra), so you always know what you'll pay. Each package builds on the one below it.
Ledger — Bookkeeping Essentials
For small to mid-sized businesses that need clean, reliable monthly books.
Starting from $399/mo
Starter Compliance
Starting from
$399/mo
Clean, accurate monthly books for a business getting set up right.
- Up to 2 bank / credit-card accounts reconciled
- Up to 100 transactions / month
- Monthly Profit & Loss and Balance Sheet
- Year-end support included
Structured Support
Starting from
$549/mo
More accounts, more volume, and the reports that drive collections.
- Up to 3 accounts reconciled
- Up to 200 transactions / month
- Full monthly financial statements
- A/R and A/P aging reports
Operations Optimized
Starting from
$749/mo
Reporting with analysis and automation that frees up your time.
- Up to 5 accounts reconciled
- Up to 300 transactions / month
- Monthly reports with summary analysis
- Expense receipt automation & quarterly check-in
Volume Streamlined
Starting from
$999/mo
Built for transaction volume, with reporting tailored to your business.
- Unlimited transactions (fair use)
- All active accounts reconciled
- Budget vs. actual reporting
- Monthly trend-analysis calls
Process & Insight
Starting from
$1,499/mo
Decision-grade insight: dashboards, commentary, and a dedicated lead.
- Class / location / department tracking
- Monthly variance analysis & commentary
- Custom KPI dashboards
- Dedicated account manager
Sync — Remote Bookkeeper Suite
For growing businesses that need in-house-grade bookkeeping without the overhead.
Starting from $1,999/mo
Core Remote Bookkeeper
Starting from
$1,999/mo
In-house-grade bookkeeping, delivered remotely on a weekly rhythm.
- Up to 400 transactions / month
- P&L, Balance Sheet & Cash Flow
- Weekly task summaries
- QBO Advanced + Dext Advanced
Enhanced Workflow Support
Starting from
$2,499/mo
Adds the A/R, A/P, and receipt workflows growing teams rely on.
- Up to 700 transactions / month
- A/R and A/P workflow setup
- Vendor / customer aging schedules
- Receipt follow-up workflow
Daily Process Partner
Starting from
$2,999/mo
Daily reconciliation, live dashboards, and real-time visibility.
- Unlimited transactions (fair use)
- Daily reconciliation
- KPI dashboards — Fathom included
- Weekly video check-ins
Fully Embedded Bookkeeper
Starting from
$3,799/mo
A bookkeeper embedded in your operations, with documented process.
- Personalized bookkeeping calendar
- SOP creation & month-end close checklist
- Bi-weekly meetings
- Internal / external team collaboration
Bookkeeping + Ops Control
Starting from
$4,999/mo
Multi-entity control and senior oversight for complex operations.
- Multi-entity management & consolidation
- Segmented reporting
- Accrual & inventory workflows
- Senior-level dedicated bookkeeper
Pulse — Advisory & Consulting
Advisory, management accounting, and consulting — custom pricing depending on scope. Book a short discovery call and we'll scope it with you.
Good to know
- Year-end support is included in every package — we prepare your year-end bookkeeping records so your accountant or tax preparer can complete your returns.
- Cleanup / catch-up bookkeeping is available with a minimum 12-month recurring engagement.
- Payroll accounting and GST/HST support are scoped in your engagement agreement.
- All prices are in CAD and exclude applicable taxes.
How It Works
Three steps to tidy books.
01
Free consultation
A short call about your business and where the books stand. No pressure, no jargon.
02
Setup & catch-up
We connect your accounts, clean up anything outstanding, and set your monthly rhythm.
03
Every month, handled
Books closed and reports delivered, with a bookkeeper who answers.
Not sure which package fits?
Book a short discovery call — we'll recommend the package that matches your volume, cadence, and goals.