Ledger — Bookkeeping Essentials
Ledger
Bookkeeping Essentials
Ledger is foundational monthly bookkeeping, done properly: every transaction recorded, every account reconciled, and a clear set of reports in your hands each month. It's the package for owners who want accurate, compliant books — closed by the 15th — without paying for complexity they don't need.
What's included
Monthly close & reporting
Transactions categorized, accounts reconciled, and your books closed by the 15th of the following month.
Financial statements
Monthly Profit & Loss and Balance Sheet — and, on higher packages, Cash Flow and variance analysis.
Accuracy & compliance
Books kept audit-ready and CRA-ready, so nothing is a scramble at year-end.
Year-end support
Included in every package: a clean, reconciled year-end file your accountant can work from. Tax return filing is priced separately.
Five packages, from $399 to $1,499/mo
Every package is a fixed monthly fee in CAD (taxes extra), and each builds on the one below it. Catch-up / cleanup work is available with a minimum 12-month recurring engagement.
Starter Compliance
$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
$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
$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
$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
$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
Not sure which Ledger package fits?
Book a short discovery call — we'll match the package to your transaction volume and reporting needs.