Stop rebuilding a year of books every spring.
Hand over twelve months of receipts once a year and you pay for the reconstruction twice, in fees and in the weeks it eats. We close your books monthly, so the return at year-end is a handover.
Email us a line about your situation and two times that suit you. We reply to confirm a slot.
Who this is for
The scramble usually starts one of these six ways.
- You are a few months behind, and every month that passes makes the catch-up longer and dearer.
- Your corporate return is due and the books behind it are nowhere near ready.
- You run entities on both sides of the border and the two sets of records never quite line up.
- Your accountant bills you for cleanup every year before they can even start on the return.
- You are making decisions off a bank balance, because there are no current numbers to look at.
- You have outgrown doing it yourself and you are nowhere near a full-time hire.
Recognise yourself in one of these? Book the consult and we will tell you what a month of your books actually takes, and what it costs, before you commit to anything.
What you get
What a monthly close covers
Included
- Bank and credit card reconciliation every month
- Payables and receivables kept current, not reconstructed at year-end
- Payroll entries recorded and reconciled
- GST/HST tracked and filed where you are registered
- A monthly pack: profit and loss, balance sheet, cash position
- A year-end file handed straight to the tax team, which is the same team
- One named person who owns the file end to end
What changes a fee
Your fee is scoped and agreed in writing before we start. It moves for one reason only: the work moves. These are the things that change it.
- Transaction volume beyond the band we scope you into
- Additional entities, or additional bank and card accounts
- Multi-currency accounts
- Payroll beyond a standard headcount
- Catch-up work for the months before the engagement starts, quoted once, separately
- A second sales channel or a new integration to reconcile
Scope boundary
We keep your books and we file the returns that come out of them. There is a boundary on what we take on, and it is set out in full on our credential disclosure page.
Anything that changes the fee is agreed with you before the work happens. Never after.
Fixed fees
How monthly bookkeeping is priced here
Every fee is fixed, quoted on the consult, and confirmed in writing before any work starts.
Bookkeeping, Monthly
Reconciled books every month, so year-end is a handover instead of a rebuild.
from $2,450 CAD / year
- Monthly reconciliation and financial pack
- GST/HST tracked and filed where you are registered
- Annual bookkeeping and tax from $1,400 CAD per entity
Need the returns as well? See Cross-Border US and Canada Tax from $1,050 CAD, US Tax from $525 CAD, or Canadian Tax from $525 CAD. Full fee logic on How Our Fees Work.
While we are in there
Books are usually where the reporting question surfaces.
Foreign accounts and foreign-held property show up in the ledger long before anyone asks about the filing that goes with them. If we see one, we will tell you.
If your business holds accounts or property outside the country you file in, FBAR or T1135 reporting may sit on top of the return. Two questions give you an indicative read.
Run the filing checkHow it works
Three steps. No phone tag.
Book a consult
Email us a line about your situation and two times that suit you. No form to nowhere, no waiting on a callback that never comes.
Get a fixed quote
We look at your volume, your accounts and how far behind you are, then confirm a fixed monthly fee, plus a one-time catch-up figure if you need one.
A named human closes it
One person closes your books every month and sends you the pack. At year-end the same team files the return.
Real, named people
Who touches a bookkeeping file
One named person owns this work. You will know their name before you send us a document.
Meet the full team on About and Team.
Questions
Bookkeeping questions we get every week
How far behind can I be before you cannot help?
Which accounting software do you work in?
Does monthly bookkeeping really change what year-end feels like?
Who reviews and signs my return?
How is my fee set?
Book the consult. Get a real answer.
Twenty minutes. Tell us how far behind you are and we will confirm a fixed monthly fee and a catch-up figure in writing.