Straight answers, including the ones about what we don't do.

Most clients fall in the $500K–$10M annual revenue range — past the point where spreadsheets hold up, but not yet at the point of hiring a full-time controller. Industry and structure matter far less than transaction volume.

Yes. Bookkeeping, budgeting, budget-vs-actuals, and reporting are all available in both countries. Tax filing is currently Canada-only.

QuickBooks Online is the primary supported platform, with Xero also supported. If you're on something else, we quote a one-time migration rather than supporting arbitrary software indefinitely.

Monthly bookkeeping is priced by transaction volume across three tiers. Add-ons are priced separately so you aren't paying for services you didn't ask for. Every engagement starts with a books review so the quote reflects your actual complexity.

So you see a figure in your own currency rather than doing conversion math. They're two independently set price lists rather than a live currency converter, so the toggle in the header switches which list you're looking at — and your quoted price doesn't move with the exchange rate between visits.

You work directly with the person managing your books. No account rotation, no junior staff learning on your file, and no support queue between you and an answer about your own numbers.

It depends on how much cleanup is needed first. A current set of books can start on the next monthly cycle; a significant backlog means catch-up work comes first. The consult will tell you which situation you're in.

QuickBooks Online is our primary supported platform, with Xero also supported. If you're on something else, we quote a one-time migration rather than supporting arbitrary software indefinitely.

We agree on a specific day of the month up front, and your statements land on that day. It's the difference between reporting you can plan around and reporting that arrives whenever there's time.

Yes. Bookkeeping, budgeting, and budget-vs-actuals are all offered in both Canada and the United States. Only tax filing is Canada-only.

Building the budget is a discrete project with a finished deliverable. Watching the business against that budget month to month is a different job, priced separately as Budget vs. Actuals.

More is better. If the history is thin or messy, catch-up bookkeeping usually comes first — a budget built on unreliable history inherits every one of its problems.

No, but the two work considerably better together, since the budget stays tied to books that are actually being maintained.

No. There's nothing to compare actuals against. If you don't have a budget yet, the budget build comes first.

Yes, provided it's detailed enough to hold actuals against. We'll tell you honestly if it isn't.

A variance report with written commentary — what moved, why, and whether it needs a decision. Short by design.

Not at this time. For US clients we provide bookkeeping, budgeting, and budget-vs-actuals reporting; tax services are limited to Canadian businesses.

It isn't required, but filing off books we already maintain is faster and cheaper than filing off books we're seeing for the first time.

Filing complexity varies enormously between businesses. Pricing it separately means clients with simple filings aren't subsidizing complex ones.

No. It changes the scope and the quote, not whether it's doable.

No. Catch-up can be a standalone project, though most clients move onto ongoing bookkeeping afterwards to avoid ending up back here.

Because the range is enormous. Three tidy months and two chaotic years are entirely different jobs, and pretending otherwise means someone gets a wrong number.

Coding a transaction and chasing down the receipt behind it are different jobs. It's included at the Growth tier and available as an add-on below that.

Retention requirements are yours to meet, and an organized system makes that considerably easier. We'll be straight with you about where the line sits.

The income statement and balance sheet are included with bookkeeping. This is for everything beyond them — KPI dashboards, cash flow reporting, and formats built for a specific audience.

Yes. Reporting that measures last year's priorities isn't worth paying for.