Ongoing bookkeeping

Monthly Bookkeeping

Monthly bookkeeping with the scope and fees stated up front

Ongoing bookkeeping from our Port Alberni, BC team for Canadian small businesses, starting at $150/month plus applicable taxes. Every package states the transaction volume, account count, and payroll capacity it covers, so you know what you are buying before you commit.

Packages

Micro Business Essentials

Simple, reliable books for a light month

Starting at$150/ month

Straightforward, reliable bookkeeping for sole proprietors, freelancers, and micro businesses with simple financial needs.

Monthly bookkeeping (transaction coding + reconciliation)
Up to 1 bank or credit account
Up to 50 transactions per month

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Essential

A simple, steady foundation for organized books

Starting at$350/ month

Ideal for service-based businesses with lower volume who want accurate books, on-time filings, and a clear picture of where things stand — without the overwhelm.

Monthly bookkeeping (transaction coding + reconciliation)
Up to 3 bank or credit accounts
Up to 150 transactions per month

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Steady

More accounts and volume, with reporting that goes further

Starting at$650/ month

For businesses that have outgrown a single account and a light month, but do not yet run payroll. More capacity, sales tax handled on a quarterly cycle, and monthly reporting that explains the numbers rather than just presenting them.

Monthly bookkeeping (transaction coding + reconciliation)
Up to 5 bank or credit accounts
Up to 250 transactions per month

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For growing teams

Growth

Consistent support for businesses gaining momentum

Starting at$1,000/ month

Perfect for growing businesses that want reliable month-end numbers, quarterly GST filing, and payroll support — with a structure that scales as you do.

Monthly bookkeeping (transaction coding + reconciliation)
Up to 5 bank or credit accounts
Up to 350 transactions per month

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Complete Care

Full-cycle bookkeeping — handled end-to-end

Starting at$2,000/ month

For established or higher-volume businesses who want the weight off their shoulders. We manage your books end-to-end with proactive support, clean reporting, and compliance handled properly.

Full-cycle bookkeeping, sales tracking & recording
Up to 10 bank or credit accounts
Up to 750 transactions per month

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Every price here is a starting point. Final pricing depends on your volume and complexity, and additional transactions, accounts, catch-up work, or clean-up projects are quoted separately so your monthly support stays predictable. Payroll is an add-on, quoted with your package based on your payroll. Monthly reports are delivered before the 15th of every month. If none of these fit, we’ll build a package around what you actually need.

Package comparison

Feature	Micro Business Essentials	Essential	Steady	Growth	Complete Care
Monthly bookkeeping	Included	Included	Included	Included	Full-cycle
Accounts reconciled	Up to 1	Up to 3	Up to 5	Up to 5	Up to 10
Transactions	Up to 50/mo	Up to 150/mo	Up to 250/mo	Up to 350/mo	Up to 750/mo
GST filing	Add-on	Annual or quarterly	Quarterly	Quarterly	Monthly or as needed
Payroll	Add-on	Add-on	Add-on	Add-on, up to 5 employees	Add-on, up to 15 employees
T4 & ROE support	Add-on	Add-on	Add-on	Add-on	Included
Monthly reporting	Included	Included	Reporting + insights	Included	Included
Reports delivered	Before the 15th	Before the 15th	Before the 15th	Before the 15th	Before the 15th
Sales tracking	—	—	—	—	Included

Micro Business Essentials

Starting at $150 / month

Monthly bookkeeping: Included
Accounts reconciled: Up to 1
Transactions: Up to 50/mo
GST filing: Add-on
Payroll: Add-on
T4 & ROE support: Add-on
Monthly reporting: Included
Reports delivered: Before the 15th
Sales tracking: —

Essential

Starting at $350 / month

Monthly bookkeeping: Included
Accounts reconciled: Up to 3
Transactions: Up to 150/mo
GST filing: Annual or quarterly
Payroll: Add-on
T4 & ROE support: Add-on
Monthly reporting: Included
Reports delivered: Before the 15th
Sales tracking: —

Steady

Starting at $650 / month

Monthly bookkeeping: Included
Accounts reconciled: Up to 5
Transactions: Up to 250/mo
GST filing: Quarterly
Payroll: Add-on
T4 & ROE support: Add-on
Monthly reporting: Reporting + insights
Reports delivered: Before the 15th
Sales tracking: —

Growth

Starting at $1,000 / month

Monthly bookkeeping: Included
Accounts reconciled: Up to 5
Transactions: Up to 350/mo
GST filing: Quarterly
Payroll: Add-on, up to 5 employees
T4 & ROE support: Add-on
Monthly reporting: Included
Reports delivered: Before the 15th
Sales tracking: —

Complete Care

Starting at $2,000 / month

Monthly bookkeeping: Full-cycle
Accounts reconciled: Up to 10
Transactions: Up to 750/mo
GST filing: Monthly or as needed
Payroll: Add-on, up to 15 employees
T4 & ROE support: Included
Monthly reporting: Included
Reports delivered: Before the 15th
Sales tracking: Included

Packages differ by workload and service scope, so a larger package does not automatically include every line of a smaller one. Every package includes monthly reports. Steady also includes a short note on what changed each month; on the other packages that note can be added and is quoted with your package.

What every package includes

Transaction coding and monthly reconciliation of your accounts
A monthly profit-and-loss and balance sheet, delivered before the 15th of every month
GST/HST preparation and filing, within the filing frequency your package covers (an add-on on Micro Business Essentials)
A named person who knows your file — not a rotating support queue
Scope and fees confirmed in writing before any work begins

What is never included

These sit outside every package. Some we scope separately, and some we do not offer at all — either way you will not find them quietly added to a monthly fee.

Catch-up and historical corrections: Scoped as a separate one-time project after a records review.
Software subscription fees: Your QuickBooks, Xero, or Sage subscription is billed to you directly by the provider.
Year-end accountant and corporate tax work: Not priced into a monthly package. Corporate tax filing is available through the accountant we keep on retainer and is quoted separately — ask if you need it.
Financial statement audits, reviews, compilations, and assurance engagements: Not offered — these require a licensed public accounting firm.
Extensive CRA audits and disputes: Routine bookkeeping-related CRA letters and questions are generally included in your monthly service. Extensive audits, disputes and additional work are assessed individually and may be quoted separately.

How capacity works

Each package covers a stated volume. If your business runs past it consistently, we move you up a tier rather than quietly absorbing the work or letting the quality slip.

What changes the final fee

More reconciled accounts than the package covers — including loans, payment processors, and foreign-currency accounts
Sustained transaction volume above the package band
Changes in your payroll, or payroll in more than one province
A change in your GST/HST filing frequency
Inventory, multiple entities, multiple currencies, or multiple sales-tax jurisdictions

Build Your Own Package

Flexible support, tailored to your business

Not every business fits neatly into a standard tier — and that’s okay. We can customize a package based on your workflow, transaction volume, and the level of support you want.

Catch-up bookkeeping
Monthly reconciliations
GST filing support
Payroll support
Reporting and ongoing maintenance

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Common questions

Can you deal with the CRA for me?

We can act as your authorized CRA representative and assist with CRA correspondence, account inquiries, audits, and reviews. Routine bookkeeping-related CRA support is generally included in our monthly services, while extensive audits, disputes, and additional work may be quoted separately. Where specialized tax expertise is required, we coordinate with your accountant or tax professional.

How do you work with my accountant at year end?

We send your accountant the records, financial reports and supporting documents they need, or they log in to your books directly. Through year end we answer their questions and make the adjustments they recommend, and if you like we can check their final package against the books. You review and approve your own financial information and tax filings, and your accountant is responsible for the work in their engagement.

What counts as a “transaction”?

Any line that has to be coded and reconciled — a bank or credit card entry, a payment-processor payout, a bill, or an invoice. A single sale that moves through a processor and then lands in your bank may be more than one line, which is why we band volume rather than counting invoices.

What if I am over the limit some months?

The bands are there to describe a steady state, not to trip you up on a busy month. If your volume sits above the band consistently, we will talk about moving up a tier at your next review rather than surprising you on an invoice.

Do I have to switch software?

Not necessarily. We work in QuickBooks Online, Xero, Sage, and AutoEntry. If you are already set up in one of those, we can usually work in your existing file. If you are not set up yet, we will recommend the option that fits your business.

When do I get my monthly reports?

Before the 15th of every month. Your reports cover the month just closed, once its accounts are reconciled.

How is the final fee decided?

The estimate on this site is based on what you tell us. The final fee follows a review of your actual records and is confirmed in a signed engagement agreement before any work starts.

Related services and guides

See which package fits

The estimate takes about three minutes and shows your likely package, the assumptions behind it, and what it excludes.

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