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.

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:

• 2-hour 1:1 live training

• Full review of your existing bookkeeping system

• Cleanup of incorrect or messy bookkeeping setups

• 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

• 30-day priority email support

• Year-end prep checklist so your accountant gets a clean file

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.

$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.