PACKAGES · CLEAR SCOPE BEFORE WE START

One Flat Rate.

Every business has a different starting point. We review your records and priorities before recommending a flat-rate package, so you know what work is included.
Business team reviewing records together at a laptop

CHOOSE YOUR STARTING POINT

Support for where you are today.

Catch up

For businesses with overdue books or unfiled periods.
  • Review outstanding periods and available records
  • Reconcile historical transactions
  • Identify missing documents and filing needs
  • Agree on priorities and next steps

Stay current

For businesses ready for a consistent bookkeeping routine.
  • Organized transaction records
  • Bank and card reconciliation
  • Regular financial reporting
  • Year-end preparation

Coordinate it all

For businesses seeking bookkeeping and broader accounting support.
  • Bookkeeping and filing coordination
  • Payroll and sales-tax needs reviewed
  • Business reporting and financial questions
  • CRA correspondence support where required

WHAT SHAPES YOUR QUOTE

A package based on the work you need.

The proposed fee depends on transaction volume, the number of bank and credit card accounts, outstanding periods, payroll, business structure and the condition of your records. We confirm the included work and any exclusions before starting.

What happens next?

  1. Tell us about your business and the periods involved.
  2. We review your needs and request any initial information.
  3. You receive a proposed scope and price.
  4. Once agreed, we organize the work and explain the process.

LET’S MAKE THE NEXT STEP EASIER

Tell us where things stand.

A few months behind or several years of records to sort out? Start with a conversation. We’ll explain the scope and next steps.