Pricing

These plans are built for business owners who want clean, compliant books—done the same way every month. If you want the cheapest option, we’re not a fit. If you want numbers you can trust, start here.

Best for: solo owners

Core Close

$449/mo CAD

Clean monthly close + receipt control, built to hold up.

Includes

  • QuickBooks Online subscription included
  • Monthly categorization + bank/credit card reconciliations
  • Receipt control workflow (intake + follow-up cadence)
  • Monthly close checklist + basic review for miscoding
  • Monthly reports: P&L + Balance Sheet
  • 1 monthly email summary (“what matters / what changed”)

Plan limits

  • Up to 80 transactions/month
  • Up to 2 accounts (bank/credit card combined)
  • Email support (reasonable turnaround)
Most popular

Compliance Close

$799/mo CAD

Year-round compliance with stronger review and cleaner coding.

Includes (everything in Core Close)

  • QuickBooks Online subscription included
  • Up to 150 transactions/month
  • Up to 4 accounts
  • GST/QST tracking + annual filing support (numbers prepared & ready)
  • Stronger month-end review: exceptions, vendor hygiene, uncategorized cleanup
  • Chart of accounts cleanup (light optimization)
  • One 30-minute monthly call (or Loom-style recap)

Best for

Service businesses and small teams that want tax-ready books all year.

Best for: higher volume

Control & Scale

$1,199/mo CAD

Tighter controls, better reporting, fewer surprises.

Includes (everything in Compliance Close)

  • QuickBooks Online subscription included (tier matched to your needs)
  • Up to 250 transactions/month
  • Up to 6 accounts
  • Monthly KPI snapshot (revenue, margin, cash runway, tax set-aside)
  • Deeper review: coding consistency + reasonability checks
  • Priority support (faster responses)
  • Quarterly review call (or monthly if needed)

Best for

Studios/agencies and founders managing cash tightly.

Clear boundaries (this is how we keep your books clean)

These items are not included in monthly packages. They’re quoted separately or added as an add-on.

Not included in any tier

  • Accounts receivable / invoicing / collections
  • Accounts payable / bill pay
  • Inventory costing
  • T2 corporate tax filing / personal tax filing
  • Historical cleanup beyond included monthly work

Add-ons (predictable)

  • Catch-up / cleanup: from $750 (quoted after volume review)
  • QBO setup/migration: from $500 one-time
  • Extra transactions: $2.50 each over limit (or bump tier)
  • AP/AR support: from $300/mo (if needed)
  • Payroll: available as an add-on (PCP-led)

QBO is included; if Intuit changes retail pricing materially, we adjust at renewal.

Not sure which plan fits?

Book a quick call. If you’re not a fit, I’ll tell you fast.

Book a Call Pricing