One Service.
Three Sizes.
Every plan gets the same work: the full month-end close, every account reconciled, and a daily check that no transaction is missing its receipt. The tiers reflect your transaction volume, nothing else.
✓ QuickBooks Plus included · ✓ No commitment · ✓ Fixed monthly price
The Same Work, Whatever You Pay
There is no reduced service at the lower tiers. Every client gets every item below, every month.
Nothing slips through
We check QuickBooks daily for transactions with no receipt attached and show you exactly which ones. This is what protects your input tax credits if CRA ever asks.
A real month-end close
32 checkpoints across collect, record, reconcile, review and remit. 29 of them are ours. 3 are yours.
Every account reconciled
Bank, credit card, A/R, A/P, payroll liabilities and your GST/HST/QST account. However many accounts you have.
Reviewed, not just recorded
General ledger checked for anomalies, P&L compared to prior month and prior year, suspense and uncleared items cleared before we close.
Your receipts, handled
Text a photo to your private number, or upload in Docket from any browser. Archived to the cloud and sent to QuickBooks automatically.
Questions answered in two minutes
When we need something from you, you get one link. Answer on your phone, one question at a time. No call to schedule.
Your deadlines, not a generic calendar
GST/HST, QST, payroll for CRA and Revenu Québec, T4/RL-1 and instalments, calculated from your own fiscal year and filing frequency.
Statements and returns
P&L and balance sheet every month, plus your GST/QST return prepared and ready. You file and pay it.
A reply within 4 business hours
You deal with Rodney directly, not a ticket queue — and the same response time whatever you pay. Email Monday to Friday and you'll have an answer the same working day.
Pick the Tier That Fits Your Volume
Occasional overage? No problem. One busy month doesn't change anything. We only adjust if your volume consistently increases.
Not sure how many transactions you have? Nobody is. Send us one recent bank statement and we'll count it in five minutes, no call and no obligation.
Receipt Capture Runs in the Background
Text a photo of any receipt to your private CDL number (no app, no password) and get a text back confirming it's filed. Sending several at once or working at your desk? Upload in Docket, your client portal, from any phone, Mac, or PC. Either way, our system automatically archives them to the cloud AND sends them to QuickBooks for review. You don't think about it again.
No app required to text a receipt. The app works in any browser, on iPhone, Android, Mac, or PC.
Clear Pricing for Additional Services
Catch-Up Bookkeeping
Fixed fee based on months and volume. Free assessment to determine scope.
QuickBooks Setup
Complete migration or fresh setup. Chart of accounts tailored to your industry.
Payroll (PCP Candidate)
Managed by a Payroll Compliance Professional (PCP) Candidate with the National Payroll Institute. Pricing based on headcount and frequency.
Above 150 Transactions
High-volume books are priced on what they actually take, not by stacking blocks onto Plus. Send us a recent month and we’ll quote it.
Additional Transactions
For a one-off busy month. If your volume stays high, moving up a tier always costs less than buying blocks.
Not Included in Monthly Plans
- GST/QST filing (we prepare the return; you submit and pay)
- CRA / Revenu Québec correspondence
- Accounts receivable (A/R) / invoicing
- Accounts payable (A/P) / bill payment
- Inventory management / costing
- T2 corporate tax filing
- Personal tax filing
- Catch-up beyond monthly work
These services are available, but priced separately based on complexity.
Frequently Asked Questions
How do I choose between Light, Standard, and Plus?
Light (40 tx): Service businesses with few transactions, sole proprietors, consultants.
Standard (80 tx): Typical small business with regular revenue, a few suppliers, 3-4 bank accounts. Most popular.
Plus (150 tx): Retail, restaurants, contractors with materials, businesses with multiple accounts. Also the only tier with a monthly review call.
Unsure? Send us one recent bank statement. We'll count it in 5 minutes.
Do cheaper plans get less attention?
What you pay for is volume: more transactions and more accounts take more time. A Light client with 30 transactions gets the same care as a Plus client with 140. There's just less of it to do.
How fast do you actually reply?
We'd rather promise that and keep it than promise 24/7 and miss. In practice you're emailing Rodney directly, not a support queue, so replies are often much faster than the guarantee. Just don't count on it at 9pm on a Sunday.
What counts as a "transaction"?
What devices can I send receipts from?
Is QuickBooks Online really included?
Is there a minimum commitment?
What happens if I exceed my monthly limit?
Consistent growth: We discuss moving up a tier.
Temporary spike: $125/block of 20 additional transactions. Priced above the tier step-up on purpose, so if the volume is here to stay, upgrading is always the cheaper answer.
Do you offer payroll?
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Book a 15-minute call. We assess your volume, confirm the right plan, and you know exactly what to expect.