Loading
Every service is priced and scoped on its own — nothing bundled in that you didn't ask for.
Bank and credit card reconciliation, transaction coding, and a full set of monthly financial statements (income statement, balance sheet) delivered on the same date every month. Available for businesses in Canada and the United States.
Read more about bookkeeping →A one-time build, not a subscription. We go through your full financial history, every recurring expense and revenue line, and any seasonality, to build a budget that reflects how your business actually runs — not last year's number plus 5%.
Read more about budgeting →Once a budget exists, this is the ongoing monthly review: where spending is drifting from plan, which revenue lines are over- or under-performing, and what's worth a conversation before it compounds. Only available alongside an existing budget.
Read more about budget vs. actuals →Personal and corporate tax filing, sized to your complexity and priced separately from bookkeeping. This service is available to Canadian businesses only — we do not currently offer tax filing to US clients.
Read more about tax →Overdue or messy books, sorted. Whether it's a few months behind or a full year, we reconcile the backlog transaction by transaction and get your books current and accurate — quoted after a quick look at what's outstanding.
Read more →Receipts and vendor invoices captured, matched to transactions, and filed in an organized, searchable system — so nothing is hunted down at tax time. Included at the Growth tier, available as an add-on at Starter and Standard.
Read more →Beyond the standard income statement and balance sheet included with bookkeeping: custom KPI dashboards, cash flow reporting, and reporting built around the specific numbers that matter to how you run your business.
Read more →See exact starting prices for every add-on on the Pricing page.
A free consult sorts out exactly what fits — no obligation.