Flat-fee plans that keep your books accurate, your taxes filed, and your profits clear.
Canada-wide, 100 % remote.
Start-Up Launch Packages
What's included:
Bookkeeping system setup: (Chart of accounts, bank feeds, receipt app, custom reports) + 2 hr training.
Incorporation coordination with our partner law firm (NUANS/name, BN, CRA program accounts; FalconSight handles the checklist & handoff)
What's included:
Bookkeeping system setup: (Chart of accounts, bank feeds, receipt app, custom reports) + 1 hr training.
Incorporation coordination with partner law firm (NUANS/name, BN, CRA program accounts; FalconSight handles the checklist & handoff)
Lender-ready business plan (12–15 pages) with 3-year financial projections and 2 revision rounds.
DIY Bookkeeping Training Packages
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PACKAGE 1 - Bookkeeping Essentials Session
One Time Fee $600 + applicable taxes
Built specifically for brand-new small businesses that want to start clean, avoid rookie mistakes, and set up a simple bookkeeping system that won’t turn into a nightmare at year-end. This is the “learn it right from day one” package.
Includes:
• 2-hour 1:1 live training• Initial chart of accounts setup tailored to your business
• Custom workflow tailored to your business model - including but not limited to expense & revenue categorization, GST/HST handling & filing workflow
• Monthly bookkeeping checklist
• First-month review with correction notes
• 14 days email support
• Year-end prep checklist so your accountant gets a clean file
Outcome:
You leave with clean processes and confidence to manage your own books without creating costly year-end messes. -
PACKAGE 2 - Bookkeeping Rescue & Setup Program
One Time Fee $900 + applicable taxes
Designed for new businesses that jumped into bookkeeping without proper guidance, ended up with a messy or incomplete setup, and now need a clean, properly structured system before moving forward.
Includes:
• Everything in Package 1, plus ;
• Full review of your existing bookkeeping system
• Cleanup of incorrect or messy bookkeeping setups
• 30-day priority email support
Outcome:
Your books become accurate, structured, tax-ready, and future-proof. No more guessing, no more messy data, just a clean system you can confidently maintain. -
Package 3 - Quarterly Oversight & Accounting Support
$120/mo. + applicable taxes per year
For owners who want to manage their books independently but still want a professional keeping their system accurate, optimized, and year-end ready.
• Quarterly bookkeeping review
• Corrections to errors found during the quarter
• Quarterly GST/HST check
• Quarterly profit & cashflow insights
• Quarterly bookkeeping process review
• Priority support year-round
• Year-end package prepared for your accountant
Outcome:
You stay in control of your day-to-day bookkeeping, while your system continually improves. Mistakes get caught early, processes stay efficient, and your financials stay clean all year.
One Time Catch-up
Starting at $150 + applicable taxes
For businesses that are behind on their bookkeeping and need missing months reconstructed accurately and quickly.
Includes:
• Reconstruction of missing months
• Categorization of income & expenses
• Bank feed matching and correction
• Reconciliation for each backlog month
• GST/HST review and adjustments
• Delivery of clean, current financials
Pricing:
Fixed quote will be based on the complexity of your file, the number of months behind, transaction volume, and any software integrations involved.
Other One Time Bookkeeping Services
One Time Cleanup
Starting at $$350 + applicable taxes
This service is for you if your books need to be corrected and brought to a professional standard, whether you are pursuing financing or want complete confidence in the accuracy of your financial information.
Includes:
• Full assessment of your existing bookkeeping
• Correction of categorization errors
• Fixing duplicate or broken bank feeds
• Repairing account mappings
• GST/HST corrections
• Reconciliation of affected accounts
• Audit-ready corrected financials
Pricing:
Fixed quote will be based on the complexity of your file, the number of errors, transaction volume, and any software integrations involved.
Catch-up & Cleanup Combo
Starting at $450 + applicable taxes
For businesses that are both behind and messy.This combined service restores structure, fixes errors, and catches up all missing months so you can restart with clean, accurate books.
Includes:
• Full cleanup of incorrect setup
• Rebuild of chart of accounts and GST/HST configuration
• Reconstruction of missing months
• Correction of payout mappings (Shopify/Stripe/Airbnb etc.)
• Categorization of all income & expenses
• Reconciliation of all accounts
• Delivery of clean, current, accountant-ready books
Pricing:
Fixed quote will be based on the complexity of your file, the number of months behind, transaction volume, and any software integrations involved.
Our Monthly Bookkeeping Packages & Pricing
Suitable if:
You prefer maintaining your books throughout the year
You want support from a Professional for annual reconciliations and year end tax filings
You have less than 10 transactions per month
Includes:
Software Costs (Xero, QBO & Hubdoc)
Onboarding Support
Annual Financial Reconciliation
Full accrual-based bookkeeping
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Unlimited email support
Optional Add-ons:
Annual Business Tax Filing
Personal Tax Filing
Suitable if:
You want your accounts to be maintained by an Accountant throughout the year
You want support from a Professional for annual reconciliations and year end tax filings
You have less than 50 transactions per month
You operate in more than one currency
Includes:
Software Costs (Xero, QBO & Hubdoc)
Onboarding Support
Monthly Bookkeeping & Reconciliation
Full accrual-based bookkeeping
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Unlimited email support
Optional Add-ons:
Annual Business Tax Filing
Personal Tax Filing
Payroll Management
Suitable if:
You want your accounts to be maintained by an Accountant throughout the year
You want additional support from a Professional for annual reconciliations and year end tax filings
You have 50+ transactions per month
You operate in more than one currency
Includes:
Software Costs (Xero, QBO & Hubdoc)
Onboarding Support
Bookkeeping & Reconciliation as often as required
A/R & A/P
Complex inter-company transactions
Full accrual-based bookkeeping
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Unlimited email support
Optional Add-ons:
Annual Business Tax Filing
Personal Tax Filing
Payroll Management
Operational & Logistic support
Payroll services
Flat rate for up to 5 employees
Includes:
Payroll setup
Direct deposit
CRA remittances (monthly or quarterly)
T4s, ROEs, and year-end reporting
Support with CRA payroll audits or notices
Flat rate for up to 10 employees
Includes:
Payroll setup
Direct deposit
CRA remittances (monthly or quarterly)
Other government remittances (EHT, WSIB)
T4s, T4as, ROEs, and year-end reporting
Support with CRA payroll audits or notices
Flat rate for up to 20 employees
Includes:
Payroll setup
Direct deposit
CRA remittances (monthly or quarterly)
Other government remittances (EHT, WSIB)
T4s, T4as, ROEs, and year-end reporting
Support with CRA payroll audits or notices
$150/ return
Self-employed (sole proprietors, freelancers)
Includes business income/expense home office claims, and GST/HST
Up to 2 income sources and basic investment reporting
Income Tax Services
Starting at $500
For small Canadian-controlled private corporation (CCPC) with lean, up-to-date books.
Includes preparation, filing, and CRA submission.
Includes GIFI schedule and basic tax schedule completion.
Let’s work together.
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