Flat-rate monthly bookkeeping so you know exactly what you're paying and exactly what you're getting — software included.
Most bookkeepers hide their pricing and make you jump on a call just to find out if you can afford them. We think that's backwards. Here's what we charge and what you get — so you can decide if it makes sense before we ever speak.
Software is always included. QuickBooks Online Plus, Dext, Wagepoint, Plooto, and Reach Reporting are bundled in every flat monthly fee. You'll never see a software line item on our invoices.
All prices CAD/month before HST. Month-to-month with 30 days notice to cancel. We use a simple engagement letter — no lock-in.
The foundation: clean books, HST filed, and a monthly P&L so you know exactly where you stand.
Everything in Core, with payroll, AP or AR management, a quarterly business review — and double the included volume.
Everything in Plus, with financial advisory, cash-flow planning — and the highest included volume.
| Feature | Core | PlusMost popular | Full Charge |
|---|---|---|---|
| Starting price | $500/mo | $950/mo | $1,600/mo |
| Included volume floor | 150 txns2 accounts | 300 txns4 accounts | 500 txns6 accounts |
| Bookkeeping & Compliance | |||
| Monthly bookkeeping & categorization | ✓ | ✓ | ✓ |
| Bank & credit card reconciliation | ✓ | ✓ | ✓ |
| HST filing (quarterly or annual, NETFILE) | ✓ | ✓ | ✓ |
| Monthly P&L & balance sheet by the 15th | ✓ | ✓ | ✓ |
| Year-end accountant package | ✓ | ✓ | ✓ |
| CRA review / HST audit support | — | — | Up to 3 hrs/yr |
| Payroll & Payments | |||
| Payroll runs (bi-weekly or semi-monthly) | — | Up to 5 employees | Up to 5 employees |
| CRA source deductions, T4s & ROEs | — | ✓ | ✓ |
| WSIB & EHT remittance filing | — | ✓ | ✓ |
| AP or AR management — pick oneAP: ~30 supplier payments/mo via Plooto. AR: invoicing + follow-up | — | ✓ | ✓ |
| Reporting & Advisory | |||
| Quarterly meeting | — | Business review30–45 min | Strategy meeting60–90 min |
| Monthly management reportGross margin by job type, labour burden, revenue per crew, WIP | — | — | ✓ |
| Rolling 8–13 week cash-flow forecast | — | — | ✓ |
| Live dashboard | — | — | ✓ |
| Annual budget & plan (built together each Q4) | — | — | ✓ |
| Job costing setup & quarterly estimate-vs-actual review | — | — | ✓ |
| Software — Always Included | |||
| QuickBooks Online Plus | ✓ | ✓ | ✓ |
| Dext receipt capture | ✓ | ✓ | ✓ |
| Wagepoint payroll | — | ✓ | ✓ |
| Plooto payments | — | With AP option | With AP option |
| Reach Reporting dashboard | — | — | ✓ |
| Support | |||
| Support channel | Priority email & phone | Priority email & phone | |
| Response time | 2 business days | 1 business day | 1 business dayGuaranteed |
| Get Started | Get Started | Get Started | |
Higher tiers include higher volume — so as your business grows, upgrading your tier often costs less than stacking step-ups. Whichever trigger (transactions or accounts) sets the higher level is what applies.
| Volume level | Core | Plus | Full Charge |
|---|---|---|---|
| ≤ 150 txns / ≤ 2 accounts | $500included | $950included | $1,600included |
| 151–300 txns / 3–4 accounts | $650 +$150 step-up |
$950included in Plus floor | $1,600included in FC floor |
| 301–500 txns / 5–6 accounts | $800 +$300 step-up |
$1,100 +$150 step-up |
$1,600included in FC floor |
| 501–700 txns / 7–8 accounts | Custom | $1,250 +$300 step-up |
$1,750 +$150 step-up |
| 701–1,000 txns / 9+ accounts | — | Custom | $1,900 +$300 step-up |
| 1,000+ txns | — | — | Custom |
These stack on top of your base tier. Add them when you need them, drop them when you don't.
Beyond the 5 included in Plus & Full Charge. Scales with seasonal crews.
Plus & Full Charge
Doubles run frequency from bi-weekly to weekly.
Plus & Full Charge
Plus includes one or the other. Add this to run both.
Plus & Full Charge
Per additional 25 supplier payments per month above the floor.
Plus & Full Charge
Up to 5 employees — a bridge for Core clients not yet ready to move to Plus.
Core only
Tracks contract payments year-round so annual T5018 filing is painless. Most bookkeepers don't even know this filing exists.
All tiers
Enter your numbers. Monthly recurring, one-time costs, and first-year total all update instantly. All CAD before HST.
These are separate from the monthly fee. You'll always get a quote before any work begins.
| Service | Price | Notes |
|---|---|---|
|
Onboarding & setup
QBO file build, trades chart of accounts, app setup, owner training
|
$750 one-time | Credited back over months 1–3 for clients who commit annually. |
|
Books assessment
Required before any cleanup is quoted — a diagnostic review of your file with a written scope and fixed quote
|
$450 one-time | Fully credited toward cleanup commenced within 30 days. Any unused credit applies to your first month of monthly service. Not refundable in cash. |
|
Catch-up / cleanup bookkeeping
Most trades clients arrive behind — we quote it upfront, never absorb it
|
$350–650 /mo behind | Priced by your volume level (same levels as the volume table above): Level 1 $350 · Level 2 $500 · Level 3 $650 per month behind. Beyond Level 3, it's a project quote. No judgment. |
|
T5018 Statement of Contract Payments
Annual CRA filing — most generalist bookkeepers don't know it exists
|
$200 + $10/sub | Construction-specific. Add the $25/mo tracking add-on and this filing becomes painless. |
|
T4 / T4A slip preparation
For Core clients without the payroll add-on
|
$150 + $15/slip | Included in Plus & Full Charge where payroll is active. |
|
Financing support package
Statements & cash-flow summary packaged for bank or equipment financing
|
$500 one-time | Speeds up approvals. Worth it when a piece of equipment is on the line. |
|
CRA review / HST audit support
|
$150/hr | Full Charge clients get up to 3 hrs/yr included — a meaningful retention perk. |
Regardless of tier, these are always part of the deal.
No offshore team, no assistant handling your account. You work directly with the owner on every question, every time.
QBO Plus, Dext, Wagepoint, Plooto, and Reach Reporting are bundled. One number on your invoice, no surprises.
We use a straightforward engagement letter that sets out exactly what we do and what you pay. Cancel with 30 days notice, no penalty. We earn your business every month.
Trial balance, GL, reconciliations — all packaged for your CPA at no extra charge. Their bill usually drops after year one.
Volume is reviewed every 6 months. If anything changes, you're told before the invoice does.
If your books are messy, onboarding starts with a paid diagnostic so nothing is absorbed and nothing is hidden.
Each tier has its own included volume floor — Core covers up to 150 transactions and 2 accounts; Plus covers up to 300 transactions and 4 accounts; Full Charge covers up to 500 transactions and 6 accounts. If your business exceeds your tier's floor, a step-up adds +$150 at Level 2 or +$300 at Level 3. Whichever driver — transactions or accounts — is higher sets the level (they're never added together). Volume is reviewed every 6 months and you're always told before anything changes.
Yes. QuickBooks Online Plus, Dext (receipt capture), Wagepoint (payroll), Plooto (AP payments), and Reach Reporting are all bundled. You'll never see a software line item on your invoice. One flat number, every month.
We use a simple engagement letter that sets out the scope and pricing — both sides know exactly what to expect. Terms are month-to-month; cancel with 30 days notice so we have time to prepare your handover package cleanly. No penalties, no lock-in.
This is the most common situation we see with trades businesses. We start with a one-time $450 books assessment — a diagnostic review of your file that gives you a written scope and a fixed quote before any cleanup work begins. Catch-up is then priced per month behind by your volume level: $350 at Level 1, $500 at Level 2, $650 at Level 3 (beyond Level 3, it's a project quote). The assessment fee is fully credited toward cleanup commenced within 30 days — any unused credit applies to your first month of monthly service. Once you're current, we move you onto the right monthly plan. No judgment, just solutions.
The T5018 Statement of Contract Payments is a CRA filing required for construction businesses that pay subcontractors. If you use subs, you're likely required to file it annually. Most generalist bookkeepers don't even know it exists — we do. Add the $25/mo tracking add-on and the annual filing ($200 base + $10/sub) becomes seamless.
We primarily serve Barrie and Simcoe County, but since we're 100% cloud-based, location isn't really a barrier. If you're in Ontario and do trades work, reach out. What matters most is that you're subject to the same CRA and HST rules we specialize in.
Book a free consultation and we'll recommend the right tier for your volume, trade, and situation. No upselling, no pressure.