We start with a Discovery Call to learn about your business, your goals, and the level of support you need. From there, we’ll present three tailored service options—Essential, Enhanced, and Comprehensive—so you can choose the right fit for your needs and budget. As your business evolves, you’re free to move between tiers as needed. Our goal is to provide clarity, flexibility, and long-term value.

No problem. Our Essential Plan is designed for small business owners who simply want reliable, professional bookkeeping—nothing more, nothing less.

It’s a streamlined, no-frills option that covers all the core bookkeeping tasks you need to stay compliant and organized, delivered at a competitive rate. And because we’re a cloud-based, virtual firm, you still benefit from modern efficiencies, secure access, and responsive support—without paying for services you don’t need.

Hourly billing can lead to uncertainty, unpredictable costs, and misaligned priorities. With fixed monthly pricing, you know exactly what to expect—making it easier to plan, budget, and stay in control.

It also allows us to allocate dedicated resources to your account, ensuring you receive consistent, high-quality service from a team that truly understands your business.

Here’s why fixed pricing works better:

◉ Clear, predictable cost – No surprises at month-end.

◉ Defined scope of work – Aligned expectations from the start.

◉ Better service delivery – We can commit the right people and time to support you properly.

◉ Focus on outcomes, not hours – We’re here to deliver value, not just track time.

During your Discovery Call, we’ll assess the complexity and volume of your needs and provide a tailored monthly quote. That way, you get the support you need—efficiently, consistently, and with full transparency.

We’re not the cheapest option out there—and we’re not trying to be. Our focus is on delivering exceptional service, reliable results, and long-term value at a fair, transparent price.

As a fully virtual firm, we operate without the overhead of a traditional brick-and-mortar accounting practice. That means we can pass those savings on to you while still investing in the latest cloud-based tools and technologies that make your bookkeeping more efficient, accurate, and stress-free.

We believe our clients deserve top-tier service without inflated fees—and that’s exactly what we deliver.

Yes—your T2 filing is built into your plan when we handle your bookkeeping.

This setup ensures better coordination, fewer surprises, and a smoother year-end. Since we already maintain your books and track your finances in real time, there’s no duplication of work or costly hand-offs to another firm.

Standalone tax filing typically takes more time and money, especially when the accountant has to verify unfamiliar records and piece together your financial picture. By combining bookkeeping and tax filing, we deliver a smarter, more strategic experience that protects your bottom line.

With that being said, if you already have a tax professional you trust and prefer to continue working with, we’re happy to provide standalone bookkeeping services as well.

Yes—our services are fully virtual. We use secure, cloud-based accounting software along with a dedicated client portal, giving you 24/7 access to all your financial documents, reports, and communications in one place. You can upload files, review reports, and approve tasks from anywhere—whether you're at home, in the office, or on the go. This approach not only saves time, but also ensures your records are always organized, accessible, and securely stored.

Once you decide to work with us, you’ll be assigned a dedicated onboarding specialist who will guide you through each step of the process. We’ll provide a clear checklist of what we need, and we’re here to answer any questions along the way. If all required information is provided promptly, we can typically complete onboarding within 2–3 business days—getting you set up quickly, accurately, and with minimal disruption to your operations.

Yes, we can help bring your books up to date. The first step is a discovery call to assess the scope of the catch-up work required. This is typically handled as a separate engagement from ongoing monthly bookkeeping. Please note that we only take on clean-up projects for clients who intend to continue with us for regular bookkeeping going forward—we do not offer one-time clean-up services.

There’s no long-term contract—you’re free to cancel at any time. That said, for all new clients, we require a minimum 3-month commitment. This allows us to dedicate the necessary time and resources to properly onboard your business, clean up your books if needed, and establish a smooth monthly process.

After the initial 3 months, you can continue month-to-month with no obligation. That said, we’re confident you’ll find having your bookkeeping handled professionally to be such a relief that you’ll want to stick with us for the long haul.

Yes, we do. During our Discovery Call, we’ll learn more about your business structure, needs, and goals. From there, we’ll recommend the plan that best fits your profile—including our solopreneur option if it’s the right match—or guide you through one of our three core service tiers.

We work with a wide range of small to medium-sized businesses across Canada, including both incorporated companies and professional service providers. Our clients span industries such as:

◉ Medical, Dental, Orthodontics, and Veterinary

◉ Legal, Engineering, and Consulting

◉ Construction, HVAC, Plumbing, and Landscaping

◉ IT, Software Development, and Web Design

◉ Security Services and Moving Services

◉ Distributors and Automotive

◉ Content Creators and Marketing & Advertising

Whether you're running a solo practice, managing a service team, or scaling a digital agency, we tailor our accounting and bookkeeping solutions to meet the unique needs of your industry.

Yes—reliability is at the core of how we work. We understand that timely, accurate financial support is critical to your business, which is why we prioritize clear communication, proactive service, and consistent follow-through. Our goal is to become a trusted partner you can rely on—not just during tax season, but year-round.

Yes—you’ll be assigned a dedicated account manager who will be your main point of contact. We believe in building strong, ongoing relationships, which means you’ll always know who to reach out to when you have questions.

We also value transparency and clear communication. At the start of our engagement, we’ll outline how and when to reach us, including expected response times. While we aim to be highly responsive, we also set boundaries so our team can deliver the quality and attention your business deserves—just as you would want for your own time and team.