Use these plans to see where monthly support usually starts, then confirm the right fit in a short consultation. Most businesses do not choose a plan from the table alone because reporting depth, workflow complexity, and support needs vary.
Use these plans as starting points for monthly bookkeeping support. Every business is different, so the right fit depends on how much follow through, reporting, and finance support is actually needed month to month.
If you are between plans, pick the closest fit and book a consultation. We will confirm the right scope, reporting rhythm, and any support layers together.
On mobile, swipe sideways on the pricing table to compare the plans. If you are between plans, book a consultation and we will confirm the right scope together.
| What is included | Starter From $295 CAD / $219 USD Best for straightforward monthly bookkeeping needs and a lighter reporting rhythm. | Most common starting point Essentials From $495 CAD / $369 USD Best for businesses that need dependable monthly bookkeeping, clearer reporting, and an easier month close. | Growth From $895 CAD / $669 USD Best for businesses with more moving pieces, broader reporting needs, and more recurring follow through. | Custom Custom pricing Best for businesses that need tailored bookkeeping, reporting, and finance support around a more complex workflow. |
|---|---|---|---|---|
| Monthly reconciliations | ✓ | ✓ | ✓ | ✓ |
| Monthly bookkeeping summary | ✓ | ✓ | ✓ | ✓ |
| Financial statements and cash flow reporting | Available when needed | ✓ | ✓ | ✓ |
| Owner ready month end visibility | ✓ | ✓ | ✓ | ✓ |
| Typical fit | Businesses that want clean monthly basics and a simpler reporting setup. | Businesses that need a steadier monthly process and more owner ready visibility. | Businesses with more activity, more coordination needs, and broader reporting expectations. | Businesses that need tailored support around complexity, scale, or internal handoffs. |
| AP and AR support | ✓ | ✓ | ✓ | ✓ |
| Payroll support for up to 5 employees View starting add-on pricing | Optional support layer | Optional support layer | ✓ | ✓ |
| Year end handoff readiness | ✓ | ✓ | ✓ | ✓ |
| Sales tax filing support View starting add-on pricing | Optional support layer | Optional support layer | Optional support layer | Tailored to scope |
| Monthly review call | Optional add-on | ✓ | ✓ | ✓ |
| Support with finance workflow questions | Light support | ✓ | ✓ | ✓ |
| Budgeting and cash flow forecasting support View starting add-on pricing | — | — | Optional support layer | ✓ |
| Ongoing email support | ✓ | ✓ | ✓ | ✓ |
Final pricing depends on scope, reporting depth, payroll needs, cleanup work, and overall workflow complexity. Most businesses confirm the right fit during a short consultation before starting.
Most businesses move fastest by confirming scope on a call first. If you already know you need payroll, sales tax, cash flow reporting, or cleanup work, we can point you to the right support page during that conversation.
Need more detail first? See Finance Support Add-Ons or Cleanup and Reporting Support. If you are not sure where you fit, a short consultation is still the fastest way to match the business to the right level of support.