Choose the level of finance support you need

Plans start at $650 per month. Your quote reflects transaction volume, accounts, entities, payroll, sales tax, reporting requirements, and the condition of the current books.

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Three levels of ongoing support

Walk

Starting at $650 per month

For financially organized solo owners and micro businesses with low transaction volume and limited monthly support needs.

  • Cloud accounting subscription where included
  • Defined access to bookkeeping support
  • A written scope based on account and transaction limits

This plan is not intended for businesses with complex payroll, multiple entities, extensive accounts payable, or management reporting needs.

Request a scoped quote

Run

Starting at $1,000 per month

For small businesses that need recurring reconciliations, monthly financial statements, document collection, and a dependable tax-ready process.

  • Monthly reconciliation within agreed account and volume limits
  • Monthly financial statements
  • Document collection and storage workflow
  • Accounting software setup and expense management where included
  • Organized monthly questions and support
Request a scoped quote

Fly

Starting at $2,000 per month

For growing businesses with more accounts, volume, sales tax work, and a need for dedicated support and management review.

  • Monthly reconciliation within agreed account and volume limits
  • Monthly financial statements
  • Quarterly GST/HST support where confirmed
  • Document collection, expense workflow, and accounting setup
  • Dedicated bookkeeping contact and scheduled support
  • Monthly profit and loss review where included
Request a scoped quote

Optional services

Payroll, accounts payable, accounts receivable, catch-up work, tax preparation, cash flow forecasts, dashboards, and advisory meetings are priced according to scope. Some services can be added to a recurring plan; others are quoted as projects.

How your quote is prepared

  1. Complete the short fit form.
  2. Share the current system, volume, entities, deadlines, and service needs.
  3. If required, authorize a limited file review.
  4. Receive a written scope, responsibilities, fee, and onboarding plan.

Let’s find the right support for your business.

Tell us about your current process and the support your business needs.

Request a fit call