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The foundation everything else sits on. Every account reconciled, every transaction coded to the right place, and a complete set of financial statements in your hands on the same date each month — not whenever the backlog clears.
The actual sequence, start to finish.
Before quoting anything, we look at your current file: transaction volume, how many accounts are in play, and how clean the existing history is.
Chart of accounts reviewed and adjusted, bank feeds connected, and any opening discrepancies resolved so month one starts from a defensible position.
Accounts reconciled, transactions coded, and statements issued on your fixed close date — every month, without chasing.
Anything that looks unusual gets flagged rather than quietly coded to a catch-all account.
Priced by monthly transaction volume across three tiers, starting at $320/mo. Volume, not headcount or revenue, is what drives the number.
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.
More questions answered on the FAQ page.
A free 20-minute consult, no obligation.