Services

Manual entry of up to 50 transactions

1 account reconciliation

Excel-based reporting

Paper/digital receipt matching

Quarterly financial summaries

Manual entry of up to 100 transactions

Excel-based reporting

Paper/digital receipt matching

2–3 account reconciliations

GST/HST summary

Monthly financial statements

Year-end accountant handoff

Paper receipt sorting (if needed)

Up to 50 transactions/month

1 bank or credit card account

Monthly reconciliation

Profit & Loss and Balance Sheet

Reports delivered by the 10th of each month

30-min review call (optional)

Up to 100 transactions/month

2–3 accounts (bank, credit card, PayPal, etc.)

Monthly reconciliation

P&L, Balance Sheet, and Cash Flow reports

GST/HST tracking

Secure storage for all reports

Quarterly review call

Unlimited transactions

AR/AP tracking

Payroll setup & processing

Budgeting & forecasting

GST/HST account monitoring

Annual financial reports + year-end accountant package

GST account processing and tracking

Monthly Payroll Processing

One time clean-up

Year-end bookkeeping services to prepare your accounts for review or filing. 

Customized services determined during onboarding or discovery call