Monthly Bookkeeping

Stay in control of your finances with clear, consistent monthly bookkeeping.

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This service is for you if...

  • You want up-to-date financial reports every month.

  • You need expert insights to guide your business decisions.

  • You’re ready to stop DIY bookkeeping and get professional support.

Explore Our Bookkeeping Packages

ESSENTIAL

starting at

$700/mo

Ideal for businesses just starting out

often includes:

  • Monthly categorization of transactions

  • Reconciliation for up to 2 accounts

  • GST/HST tracking & filing

  • Basic Income Statement & Balance Sheet reports

  • Year-end accountant package

  • Limited email support

  • Standard monthly reporting turnaround

POPULAR

PREMIUM

starting at

$1,500/mo

Ideal for businesses that are growing

often includes:

  • Everything in Essential

  • Reconciliation for up to 4 accounts

  • Receipt management

  • Custom monthly reports + email/video summary

  • Annual financial clarity calls

  • Unlimited email support

  • Priority monthly reporting turnaround

ULTIMATE

starting at

$2,400/mo

Ideal for businesses that are scaling strategically

often includes:

  • Everything in Premium

  • Unlimited account reconciliations

  • Custom KPI tracking

  • Custom budgets or forecasts

  • Accountant liaison

  • Quarterly financial clarity calls

  • Unlimited email + phone support

  • Expedited monthly reporting turnaround

Frequently Asked Questions

  • Absolutely. We’ll review your current setup, fix any issues, and handle the transition smoothly.

  • No worries, you’re not alone. We’ll first do a clean-up or catch-up engagement to bring your books up to date, then move you into monthly support. We guide you every step of the way, even if you’re starting fresh.

  • We handle GST/HST and PST filings, but we don’t file corporate or personal taxes. That said, we work closely with tax accountants and provide clean, audit-ready books that make tax season easier.

  • We’ll figure that out together. During your discovery call, we learn about your business and your financial needs. Then we send a custom proposal with three tailored package options and walk you through them to help you choose the best fit.

  • Great! We love working alongside accountants, they appreciate getting clean, accurate records from us at year-end.

  • We’re more than basic data entry. Our service is structured, proactive, and built to give you ongoing financial clarity, not just monthly reports. You also get expert support, systems, and real-time visibility into your numbers.

  • We specialize in bookkeeping: tracking, categorizing, reconciling, and reporting. We don’t offer tax filing or audit services, but we set your books up perfectly for your accountant.

  • We use QuickBooks Online, a secure, cloud-based system that makes collaboration simple. If you’re not already set up on QBO, we’ll help you get there.

  • Hiring in-house means managing an employee, paying a salary, and covering benefits. With us, you get a full bookkeeping system, expert oversight, and flexibility, all at a fraction of the cost and with none of the overhead.

  • Yes! You can upgrade your package or add services like cash flow tracking, custom reporting, or fractional CFO support anytime.

  • We primarily focus on service-based businesses. If you have a simple product-based model, we’re happy to discuss during your discovery call to see if we’re the right fit.

How It Works?

1

Onboarding

We connect your financial systems and set up monthly tracking.

2

Support

Our team categorizes, reconciles, and reports each month.

3

Financial Clarity

You get clear, expert-reviewed financials on time, every time.

Vancouver Accountants

Let’s Get Your Books in Order

Say goodbye to financial chaos and hello to stress-free, accurate bookkeeping.