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Every engagement starts with a quick look at your books to confirm the right tier — no surprise invoices.
Corporate tax (Canada) priced separately, quoted after a books review. Prices are set independently in each currency, not converted at the day's exchange rate.
No email required, nothing sent anywhere — the estimate is worked out in your browser.
Answer the three questions and your estimated tier appears here.
| Feature | Starter | Standard | Growth |
|---|---|---|---|
| Monthly bank & credit card reconciliation | Included | Included | Included |
| Transaction coding | Included | Included | Included |
| Monthly income statement & balance sheet | Included | Included | Included |
| Fixed monthly close date | Included | Included | Included |
| Bank accounts covered | 1–2 | Multi-account | Multi-account |
| Direct access to your bookkeeper | Included | Included | Included |
| AP/AR support | Add-on | Add-on | Included |
| Receipt & invoice storage | Add-on | Add-on | Included |
| Payroll-integrated bookkeeping | Not included | Not included | Included |
| Budget build | Add-on | Add-on | Add-on |
| Budget vs. actuals reporting | Add-on | Add-on | Add-on |
| Custom KPI dashboards | Add-on | Add-on | Add-on |
| Tax filing (Canada only) | Quoted | Quoted | Quoted |
One-time project fee, not a subscription
How it works →Requires an existing budget
How it works →Included free at the Growth tier
How it works →Custom KPI dashboards & reporting
How it works →Catch-Up Bookkeeping and Tax (Canada only) are quoted individually after reviewing your books — see Services for details.
The single biggest factor. More transactions means more reconciliation and coding every month.
Each bank and credit card account is another reconciliation to run and tie out.
Clean history starts cheaply. A backlog is quoted separately as catch-up rather than baked in forever.
Budgeting, variance reporting, receipt storage, and KPI dashboards are each priced on their own.
Two businesses with the same transaction count can differ a lot in complexity — number of accounts, how clean the history is, how many entities are involved. The range is honest about that; the books review turns it into a fixed number.
Your fee is set against an agreed scope. If your volume grows enough to move you a tier, we raise it with you rather than quietly re-invoicing.
Setup is part of onboarding. Where books need cleanup before ongoing work can start, that's quoted separately as catch-up bookkeeping so a one-time mess doesn't inflate your monthly fee permanently.
Because they're two separate price lists, not a currency converter. Each is set to sit correctly in its own market, so switching the toggle changes which price list you're looking at rather than running the same number through the day's exchange rate. It also means the price you're quoted doesn't drift with the currency markets between one visit and the next.
A free 20-minute consult tells you exactly what fits your business, no obligation.