Monthly bookkeeping that's done before you think to ask
Every month, we categorize your transactions, reconcile your bank and credit card accounts, and send you a balance sheet and income statement you can actually read. Your books stay current all year, so tax season starts from clean numbers instead of a shoebox.
From $300/month
What's included
- Transactions categorized against a chart of accounts that fits your business
- Bank, credit card, and loan accounts reconciled every month
- Monthly balance sheet and income statement
- Accounts receivable and payable kept current
- GST and PST tracked as you go, ready for filing
The details
How pricing works
Your monthly retainer is set by transaction volume: fewer than 50 transactions a month is $300, 50–150 is $550, and 150 or more is $850. Payroll is an add-on. A one-time onboarding fee covers setting up your file, and retainers have a three-month minimum commitment.
Why monthly beats catching up in spring
Books reconciled every month catch duplicate charges, missed deposits, and miscategorized expenses while they're still easy to trace. Your GST/PST returns and year-end filing are then built on numbers that have already been checked twelve times.
Common questions
What counts as a transaction?
Each deposit, payment, transfer, or card charge that appears on a bank or credit card statement. If you're not sure, pick the closest range in the quote calculator — we confirm the number after reviewing a few months of statements.
Do I have to switch bookkeeping software?
If you're on QuickBooks Online or Xero, there's no migration fee. Moving from spreadsheets, desktop software, or paper records carries a one-time setup charge, shown in your quote.
Is there a minimum commitment?
Monthly retainers have a three-month minimum commitment.
Real numbers, not "we'll get back to you."
Answer a few questions and see your monthly, one-time, and year-end pricing on the spot.
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