Simple. Scalable. Stress-Free.

Just hatched? 

• Up to 50 transactions/month
• Up to 2 bank & credit card reconciliations
• Monthly Statements
• Email support

Picking up speed?

• Up to 150 transactions/month
• Up to 4 bank & credit card reconciliations
• Monthly Statements
• Email and Phone Support
• GST/HST filing
• Includes QBO Essentials
• Includes Hubdocs

Flying high?

• 150+ transactions/month
• 5+ bank and credit card reconciliations
• Monthly Statements
• Priority email and phone support
• GST/HST filing
• Includes QBO Plus
• Includes Hubdocs

• Recording daily transactions (sales, expenses, payments, deposits) 
• Maintaining the general ledger
• Reconciling bank and credit card accounts
• Recording accounts receivable (customer invoices & payments)
• Recording accounts payable (vendor bills & payments)
• Tracking petty cash

• Preparing monthly financial statements (balance sheet, income statement, cash flow)
• Custom management reports (e.g., aged receivables/payables, expense summaries)
• Budget vs. actual reporting
• Providing year-end reports for your accountant

• Tracking GST/HST/PST collected and paid
• Preparing and filing sales tax returns
• Ensuring proper documentation for audits

• Processing employee pay runs
• Managing source deductions (CPP, EI, income tax)
• Preparing and filing T4s, ROEs, and other compliance documents

• Job costing or project tracking
• Inventory tracking and reconciliation
• Setting up or cleaning up books (catch-up bookkeeping, historical entry)
• Converting from spreadsheets or another software to QBO/Xero
• Implementing apps like Hubdoc or payroll integrations
• Custom reporting for lenders or investors

• Cash flow tracking and forecasting support
• Reviewing financial health and highlighting trends
• Training business owners or staff on bookkeeping software
• Ongoing support for questions and troubleshooting