Monthly Bookkeeping and Reconciliation
This covers organizing and recording your income and expenses, reconciling your bank and credit card accounts each month, and providing clear monthly reports so you always know where your business stands. Everything is kept clean and up to date so tax season is straightforward and stress free.
You provide digital copies of all transactions each month, including bank and credit card statements, and any receipts that need clarification. Please include the business name on all emailed documents. This service includes up to 200 transactions per month.
You can contact me anytime with questions about your numbers and I will respond promptly.
$300/ month or $40/hour
Sales Tax Filing for HST
I prepare your HST return based on your books and make sure it is calculated correctly and ready to file on time. This keeps you compliant and avoids last minute scrambling.
You provide confirmation that your books are complete for the filing period and notify me of any large or unusual transactions. If you are not on monthly bookkeeping with me, you must provide reconciled statements for the filing period.
You can contact me anytime with questions about what to set aside or how the filing works.
Investment per Filing
$125.00
Flat rate per return filed
Accounts Payable Support
I track incoming bills, record them properly, and help you stay organized so nothing is missed. You remain in control of making payments, but I make sure everything is documented and easy to review.
You provide copies of all vendor invoices and confirm when payments have been made. This service includes up to 50 vendor bills per month.
You can contact me anytime if you need clarification on what is outstanding.
$250/month or $35/hour
Accounts Receivable Support
I prepare and record customer invoices, track incoming payments, and keep your accounts receivable clear so you know exactly who still owes you money.
You provide customer details, invoice amounts, and confirmation when payments are received. This service includes up to 50 customer invoices per month.
You can contact me anytime if you need an update on outstanding balances.
$250/month or $35/hour
Accounts Payable and Receivable Combined
This service manages both what you owe and what you are owed. Bills are recorded, invoices are tracked, and your books stay organized on both sides of your cash flow. It is a good fit for businesses that send and receive regular invoices and want everything handled consistently.
You provide all vendor invoices, customer invoice details, and confirmation of payments. This includes up to 100 combined bills and invoices per month.
You can contact me anytime with questions about balances or cash flow.
$350 / month or $45/hour
Financial Reporting Add On
This provides additional financial summaries that explain how your business is performing in clear language. You receive straightforward reports on profit, expenses, and overall financial health so you can make informed decisions.
You must be enrolled in monthly bookkeeping services for this add on. No additional documentation is required beyond regular bookkeeping materials.
You can contact me anytime to review the reports together.
$100 per report (added to bookkeeping)
Year End Cleanup
Before your accountant prepares your taxes, I review your books to confirm accounts are reconciled, transactions are categorized correctly, and everything is organized. This helps prevent delays and unnecessary adjustments.
You provide access to your accounting software and confirm that all transactions for the year have been entered. You can contact me anytime during the review process if questions arise.
$150 flat rate
Not sure which service is the best fit? Email me and we’ll figure it out together.