QUICKBOOKS 

• QuickBooks setup and migration

• Customized chart of accounts

• Training for you and your team

• Cleanup and catch-up services

• Monthly bookkeeping support

• Reports and financial insights

Perfect for businesses that need regular financial oversight and up-to-date records.

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What's included:

• Monthly bookkeeping and transaction categorization

• Bank and credit card account reconciliations

• Monthly financial statements (Profit & Loss, Balance Sheet)

• Ongoing QuickBooks support and guidance

• Regular communication to address questions

Ideal for: Growing businesses, businesses with high transaction volumes, and owners who want real-time financial clarity.

For established businesses that need consistent reporting without monthly oversight.

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What's included:

• Quarterly bookkeeping and transaction review

• Bank account reconciliation (quarterly)

• HST/GST return preparation and filing

• Quarterly financial statements

• QuickBooks maintenance and support

Ideal for: Small businesses with moderate transaction volumes, seasonal businesses, and those looking for a balance between cost and regular reporting.

A cost-effective solution for simple businesses with straightforward finances.

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What's included:

• Complete annual bookkeeping and cleanup

• Year-end bank reconciliations

• Annual HST/GST return preparation and filing

• Year-end financial statements for tax preparation

• QuickBooks setup review and optimization

Ideal for: Sole proprietors, micro-businesses, startups, and businesses with minimal monthly transactions.