Monthly Bookkeeping
Stay in control of your finances with clear, consistent monthly bookkeeping.
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
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Absolutely. We’ll review your current setup, fix any issues, and handle the transition smoothly.
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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.
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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.
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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.
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Great! We love working alongside accountants, they appreciate getting clean, accurate records from us at year-end.
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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.
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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.
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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.
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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.
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Yes! You can upgrade your package or add services like cash flow tracking, custom reporting, or fractional CFO support anytime.
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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.