Services
Designed for small business owners looking for organized financial systems, ongoing bookkeeping support, and reliable monthly maintenance.
Starter Package — Starting at CAD $349/month
Pricing based on business size, transaction volume, and complexity.
Includes:
✓ Monthly bank and credit card reconciliations
✓ Transaction categorization and organization
✓ Basic financial reporting
✓ Ongoing bookkeeping support and communication
Additional support services available:
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Payroll support
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GST/HST filings
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Bookkeeping clean-up
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Year-end preparation
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Software setup and training
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Financial workflow support
First 1 hour consultation: FREE
Feeling overwhelmed by bookkeeping and CRA obligations?
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You’re behind on bookkeeping and don’t know where to start.
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You’re unsure which invoices have been paid and which still need follow-up.
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The stress of tax balances and CRA deadlines feels overwhelming.
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You’ve ignored your bookkeeping for so long that catching up feels impossible.
We're here to simply the process…
Here’s How We Help
✓ Organize and sort the paperwork, receipts, and financial information that’s been piling up.
✓ Catch up on overdue bookkeeping and outstanding tax years.
✓ Answer bookkeeping and CRA-related questions in a practical, understandable way.
✓ Simplify complicated financial and tax documents so you know exactly what’s happening.
✓ Help you understand tax balances and create realistic next steps based on your cash flow situation.
What You'll Receive
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An assessment of your bookkeeping and tax needs
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Full-cycle bookkeeping support
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Assistance organizing records and financial systems
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Guidance working with bookkeepers, accountants, and CRA requirements
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Practical support without judgment or overwhelm
First 1 hour consultation: FREE
Service: CAD $50 / hour
Starting a business but overwhelmed by the financial side?
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You need to register your business but don’t know where to begin.
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Calling the CRA feels intimidating.
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You’re unsure which government accounts need to be set up.
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You don’t know whether to use accounting software or spreadsheets.
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Your filing systems are outdated, disorganized, or non-existent.
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You want to manage your bookkeeping yourself but need guidance getting started.
Our goal is to help you build organized financial systems from the start…
Here’s How We Help
✓ Guide you through business registrations and CRA account setup.
✓ Help you understand which government accounts and filings apply to your business.
✓ Recommend and set up accounting software based on your business needs.
✓ Organize and streamline your bookkeeping systems and processes.
✓ Create paperless filing systems for receipts and financial documents.
✓ Set up practical bookkeeping workflows and procedures from the start.
✓ Help integrate third-party software and tools that support remote business operations.
✓ Provide training and support so you feel confident managing your systems moving forward.
What You'll Receive
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A fully registered business setup
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Guidance communicating with the CRA
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A clear understanding of required government accounts
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Recommendations for bookkeeping and accounting software
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Customized bookkeeping and electronic filing systems
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Assistance organizing and centralizing financial documents
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Support setting up bookkeeping workflows and procedures
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Guidance on payroll implementation and financial processes
First 1 hour consultation: FREE
Service: CAD $50 / hour
Looking to learn bookkeeping yourself?
Explore our Business Finance Education courses for practical bookkeeping, tax, and financial systems training.
Feeling overwhelmed trying to organize your finances?
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You’ve lost track of bank accounts, credit cards, or financial obligations.
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You’re unsure how much you owe or where your money is going each month.
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Managing CRA balances or financial paperwork feels stressful and intimidating.
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You want a financial plan and budget, but don’t know where to begin.
You don’t have to figure it out alone…
Here’s How We Help
✓ Organize your financial information into one clear system.
✓ Set up budgeting tools and processes that are realistic and manageable.
✓ Create practical financial and budgeting plans based on your goals.
✓ Help you understand CRA-related balances and financial obligations.
✓ Break large financial goals into clear, actionable next steps.
✓ Provide accountability and ongoing support as your financial systems improve.
What You’ll Receive
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One-on-one financial coaching and support
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Assistance organizing financial accounts and information
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Guidance setting up budgeting tools and systems
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A personalized 1-year, 3–5-year, and long-term financial plan
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Actionable budgeting and financial organization strategies
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Ongoing support and accountability meetings
First 30 minute consultation: FREE
Service: CAD $75 / hour
CAD $400 / 6 meetings (you save $50)
CAD $800 / 12 meetings (you save $100)