Flat-rate monthly bookkeeping so you know exactly what you're paying and exactly what you're getting.
Most bookkeepers hide their pricing and make you jump on a call just to find out if you can afford them. We think that's backwards. Here's what we charge and what you get — so you can decide if it makes sense before we ever speak.
All prices are per month, billed monthly. No contracts — stay because the service is good, not because you're locked in.
The foundation — books, HST, and a monthly P&L so you know exactly where you stand.
Everything in Core, with payroll, A/P or A/R management, and a quarterly business review.
Everything in Plus, with advisory, KPIs, and cash-flow planning — a Controller-lite setup for businesses that need the full picture.
Priced separately from your monthly plan. Available as stand-alone or add-ons.
Books behind — even years behind? We'll get you current, then move you onto a monthly plan. Price depends on volume and how far back we're going. No judgement.
Get a QuoteCorporate year-end prep and T2 corporate tax return. We handle the full filing so your accountant doesn't have to — or coordinate directly if you already have one.
Get a QuotePersonal income tax returns, available in tax season. Higher end for self-employed and rental income situations. Simple returns start at $150.
Get a QuoteA few things that are always included, regardless of which package you're on.
Flat-rate monthly pricing. If something falls outside your plan, we'll tell you before doing the work.
Month-to-month. We earn your business every month. Cancel with 30 days notice, no penalty.
Your books are in QuickBooks Online or Xero. You have access to your own data, always.
When it's time to file your corporate or personal tax return, we prepare a clean package for your accountant — no extra charge.
No offshore team, no junior staff handling your account. You work directly with the owner.
We set up your software, connect your accounts, and get everything organized — at no extra setup fee.
No. All our packages are month-to-month. We ask for 30 days notice if you want to cancel, so we have time to prepare a clean handover package. Other than that, no lock-in.
We work in QuickBooks Online and Xero. If you're already on one of them, great — we'll pick up where you left off. If you're starting from scratch or on something else, we'll recommend which one is a better fit for your business and handle the migration.
This is genuinely one of the most common situations we see from trades businesses. We offer catch-up bookkeeping to get you current, priced separately from your ongoing monthly plan. Once you're caught up, we move you to the right monthly package. No judgement — just solutions.
We primarily serve Barrie and Simcoe County, but since we're 100% cloud-based, location is not really a barrier. If you're in Ontario and do trades work, reach out — we can often still help. What matters most is that you're in Ontario and subject to the same CRA and HST rules we specialize in.
Usually within a week of your consultation. We'll schedule an onboarding call, connect to your software (or set it up fresh), and get your accounts linked. Most clients are up and running within 5–7 business days of signing on.
Yes — we offer corporate year-end and T2 returns ($1,500–$3,500) and personal T1 returns in tax season ($150–$600+). We also prepare clean year-end packages for clients who prefer to use their own accountant. Either way, you're covered.
A bookkeeper maintains the day-to-day financial records — categorizing transactions, reconciling accounts, payroll, HST, and keeping your books accurate throughout the year. An accountant typically handles year-end tax filings, corporate strategy, and financial planning. You need both — a bookkeeper for the ongoing work, an accountant for tax time. Together they're much more affordable than just an accountant doing everything.
Book a free consultation and we'll recommend the right option for your volume, trade, and situation — no upselling, no pressure.