2026 Early Spring Promo: Start monthly bookkeeping with us today and save 10% for your first six months. When you refer a client, you’ll receive 15% off your next invoice, and they’ll receive an additional 5% off their first invoice.
Our monthly bookkeeping is designed to keep your financials up to date and tax-compliant all year round. This service includes categorizing transactions that occur in your business each month, reconciling bank and credit card accounts, filing GST when required, and preparing financial reports so you always know where your business stands.
Our monthly bookkeeping is priced using clear transaction volume tiers. Each month is billed according to the tier your transaction volume falls into.
Rates:
0-105 transactions in the month
$125-$240
(This tier often reflects transaction volumes seen in sole proprietors running their own operations)
106-225 transactions in the month
$245-$480
(This tier often reflects transaction volumes seen in small corporations, or sole proprietors, that may hire subcontractors)
226-350 transactions in the month
$485-$800
(This tier often reflects transaction volumes seen in small/medium sized corporations
This is for the businesses that are behind, disorganized, or need corrections made to their existing books. This service focuses on bringing your records up to date, fixing errors, and ensuring your accounts are accurate and ready for tax filing or financial review.
A quote is provided after a brief review of your books to ensure pricing is fair and reflects the actual time and complexity involved.
This service is ideal for brand-new businesses and for established businesses that want to switch accounting software smoothly and correctly. Starting with a clean, professional setup helps you avoid costly errors and time consuming cleanups later, ideally saving you money and stress in the long run.
What’s Included:
Initial Setup & Configuration
Guidance on selecting the most appropriate QuickBooks Online subscription for your business
Creation of your QuickBooks Online account
Chart of Accounts setup tailored to your business
Setup of sales tax/GST and tax preferences
Assistance with connecting bank and credit card accounts
Includes 15 days of follow up support to add accounts, fine-tune your Chart of Accounts, or address other setup adjustments. Please note follow up support does not include software training, which is offered as a separate service.
For Businesses Switching Software, everything above plus
Transfer of existing Chart of Accounts from prior software including opening balances,
Transfer of customers, products, and services using client provided CSV files,
Review of imported data to ensure accuracy and proper mapping.
This service is offered at a flat fee, with pricing based on business structure and whether the work involves a brand-new setup or a software conversion.
Sole Proprietor — New setup
$195.00
Sole Proprietor - New setup with data transfer
$300.00
Corporation - New setup
$295.00
Corporation - New setup with data transfer
$400.00-$600 (depending on complexity)
Receive training from a QuickBooks ProAdvisor to help you confidently use QuickBooks Online. This may include:
Navigating QuickBooks Online
Matching transactions to bank and credit card feeds
Creating and sending invoices
Setting up products and services
Managing customers and suppliers
Using bills and expense features correctly
Reviewing and understanding financial reports
Please note: Training does not include instruction on how to do bookkeeping activities like how to make journal entries, where to categorize transactions, how to perform reconciliations, or set up COA accounts.
Training sessions are billed at an hourly rate of $65.00/HR and may be conducted in person or virtually via screen share.