Pricing
Flat fees. No hourly surprises.
Pick the plan that matches your revenue and complexity. Priced in USD; Canadian clients are billed the CAD equivalent.
(805) 219-7294- Monthly bookkeeping, one currency
- Bank & card reconciliation
- Quarterly financial statements
- Sales-tax filing (1 jurisdiction)
- Everything in Starter
- Multi-currency (USD + CAD)
- Monthly statements & call
- IRS & CRA filing support
- Payroll for up to 10 staff
- Everything in Growth
- Consolidated multi-entity books
- Fractional CFO & forecasting
- Cross-border tax planning
- Dedicated accounting lead
One-time QuickBooks catch-up & cleanup is quoted separately based on months behind and transaction volume.
Questions
The things clients ask first.
Do you work with both U.S. and Canadian businesses?
Yes — that's our specialty. We serve businesses incorporated in the U.S., in Canada, and companies operating across both. We work across both U.S. and Canadian requirements, so you get one point of contact instead of juggling two firms.
Which accounting software do you support?
QuickBooks Online is our primary platform, but we also work in Xero, Wave, and Sage. If you're on desktop or spreadsheets, we'll migrate you cleanly as part of onboarding.
Can you handle multi-currency bookkeeping?
Absolutely. We record transactions in their native currency, revalue balances at period-end, and produce statements in your reporting currency with foreign-exchange gains and losses broken out clearly.
My books are months behind. Can you catch me up?
That's one of our most common projects. We run a diagnostic, quote a fixed catch-up fee based on the number of months and transaction volume, then bring you current before rolling into a monthly plan.
Do you handle our tax filings?
We get your books fully return-ready and coordinate your filings end to end — corporate returns (1120 / 1120-S in the U.S., T2 in Canada), personal returns, sales-tax filings (GST/HST, PST, and U.S. state sales tax), and year-end slips such as W-2, 1099, and T4 — so everything is accurate and filed on time.
Is my financial data secure?
Your financial data lives in established cloud accounting platforms such as QuickBooks Online, which use bank-grade encryption and their own multi-factor authentication. We only request the access we need to do your books, and we never store your banking login credentials.