Services & Pricing
Predictable, monthly pricing. Built to keep quality high and overhead low.
Starter
$250/mo
- Up to ~100 transactions/month
- Monthly P&L, Balance Sheet
- Email support within 1 business day
- Year-end package for your CPA
Choose Starter
Core
$350/mo
- Up to ~300 transactions/month
- Monthly close + variance notes
- Quarterly review call
- Sales tax tracking & filing support
- We coordinate with your CPA
Choose Core
Growth
$500/mo
- Up to ~600 transactions/month
- Weekly reconciliations
- Month-end KPI snapshot
- Priority support (<4 business hours)
- Light AR/AP assistance
Choose Growth
How It Works
1) Fit Call (15 min)
Align on scope and choose a plan.
2) Setup (1–2 days)
Secure shared folders, bank feeds, structure.
3) First Close (2–3 weeks)
Reconciled statements and a calm inbox.
FAQs
We’re 100% online (Zoom/Teams/FaceTime) to keep your price low and our delivery fast.
Yes—happily. Or we can introduce a trusted CPA partner for year-end.
Shared drive folder structure and simple naming conventions. You drop files; we handle the rest.
We follow PIPEDA-aligned practices and least-privilege access. Two-factor on all tools.
30-Day Clean-Up Promise: Not happy? Cancel anytime in the first 30 days.