We estimate your monthly fee based on transaction volume. For example, a suppliers invoice to you which you need to pay would be reflected as 2 transactions: 1 for the entering of the bill, and 1 for producing a corresponding cheque/payment. A deposit, pay check, or disbursement each represent one transaction.

Absolutely, we can work with you to design a plan and workflow that meets your requirements.

Growth
Designed for the everyday small business owner, individual or sole proprietor. Perfect for those with minimal bookkeeping needs that just want to keep tax ready books. Books are reconciled quarterly, allowing you to keep your books up-to-date for year-end tax filings.

Business Booster
Want to see your monthly expenditures? Planning the future of your business? The Business Booster plan provides monthly retrospective insights, so you can maintain better control of your accounts and keep your books current. You’ll have access to a monthly review of your profits and loss, and unlimited support from our dedicated team of certified QuickBooks bookkeepers.

Enterprise
For the established business with a high volume of transactions, the Enterprise plan provides full transparency of your accounts and allows you to manage cash-flow monthly. Access to KPI metrics for your business, and Video Conferencing. Most importantly, you’ll have access to a dedicated support team of certified QuickBooks bookkeepers, so you won’t need to hire an in-house bookkeeper.

We will never charge you for a service beyond your monthly subscription fee without full disclosure and your approval. There are two one-time charges that may apply to your business. The first one is backwork which will be quoted after we take a look at what’s needed to bring your accounts up to speed. The second one (see below) is our setup fee (Bookkeepping and/or payroll).

There is a one-time set-up fee of $245 for any bookkeeping plan, and a one-time set-up fee of $150 if you are getting the payroll add-on.

There is no contract, and you can cancel your subscription any time with a 30-day written notice by email or mail. All services, including set-up fees, are non-refundable.

We do bookkeeping on a cash basis, meaning we record transactions as soon as the money has been deposited into your bank or charged to your bank/credit card. When it comes to filing taxes, we find this most effective. Alternatively, bookkeeping can be done on an accrual basis, meaning that money you owe or money owed to you is accounted for in your reports. We don’t track this on an ongoing basis but can create a custom report upon request.