Packages

Simple, Transparent Bookkeeping Packages for Your Business

Whether you’re a solopreneur or scaling fast, we’ve got a package to help you
stay on top of your books—without the stress.

Tiers are based upon number of transactions monthly, up to 100, up to 200 and up to 500 and beyond.

Expert Transaction Posting
Expense transaction posting
Bank Reconciliation
Bank, credit card, and line of credit/loan reconciliations
Compliance Services
GST calculation & filing
Year End Tax Preparation
Reviewing and preparing your books for your accountant’s year-end tasks
Expert Oversight
While you manage invoicing and accounts receivable, we take charge of completing your bookkeeping
Reporting
Providing you with a holistic view of your financial health
Dedicated Support
Question assistance and review meetings

Everything included in Clear Compliance
➕
Basic Payroll Services (up to 5 employees)
Regular processing of payroll information, CRA remittances and T4 preparation
Accounts Receivable Optimization
Accounts Receivable Aging and Customer Balance Detail reports
Accounts Payable Efficiency
Provide detailed Accounts Payable Aging and Supplier Balance Detail reports
Comprehensive Financial Insights
Financial reports that give you the overview you want, and the specific details you need
Consultation and Support
Joint review of your financials to ensure clarity and alignment with your business objectives

Everything included in Deluxe Business
➕
Accounts Receivable Optimization
Accounts Receivable Aging and Customer Balance Detail reports
Accounts Payable Efficiency
Provide detailed Accounts Payable Aging and Supplier Balance Detail reports
Comprehensive Financial Insights
Financial reports that give you the overview you want, and the specific details you need
Consultation and Support
Joint review of your financials to ensure clarity and alignment with your business objectives
Accounts Receivable Excellence
Control your cash flow with our expert accounts receivable management & efficient collections processes
Payment Services Mastery
Comprehensive payment services from government remittances to payroll direct deposit services and vendor payments
Comprehensive Payroll Solutions
Full-suite payroll services. From regular processing to document distribution, Records of Employment, Annual T4 preparation and filing, and WCB Reporting
Clear Communication and Reporting
Customized reporting tailored to your specific needs that provide comprehensive insights into your financial performance

Optimize cash flow and strengthen financial stability with our comprehensive accounts receivable management services. We streamline invoicing, accelerate collections, and minimize late payments ensuring consistent, reliable revenue for your business.

Simplify your payment processes with our comprehensive accounts payable solutions. From government remittances and payroll direct deposits to vendor payments, we manage every transaction with accuracy, efficiency, and full regulatory compliance so you can focus on leading and growing your business with confidence.

Enhance efficiency and maintain full regulatory compliance with our comprehensive payroll services. We manage every aspect of payroll administration, from precise calculations and statutory deductions to timely employee payments, ensuring accuracy, reliability, and peace of mind so you can concentrate on driving your business forward.

Gain valuable, actionable insights into your business performance with our tailored reporting solutions. We design and deliver detailed financial and operational reports that track key metrics, from revenue growth to operational efficiency, empowering you to make informed, data-driven decisions that support sustainable growth and long-term success.

Gain expert guidance and financial clarity with our tailored DIY bookkeeping support program, designed for business owners who manage their own books but want professional oversight and strategic direction.

Phase 1: Diagnostic Review See the column to the left.

Phase 2: Ongoing Monthly Review We review your books each month and provide a concise report with key findings and recommended corrections to keep your records accurate and on track.

Our Clean-Up Bookkeeping service restores accuracy and control to your financial records. Whether you’re moving to a new platform, improving processes, or managing GST registration, we ensure your books are organised, compliant, and up to date.

Once we bring your records into prime condition, your accountant can confidently and efficiently handle your year-end of your business.

CRA audits, including payroll, GST, income, and expense reviews, can be complex, time-consuming, and overwhelming.

Our team provides professional support by organizing required documentation, responding to information requests, and communicating directly with the CRA on your behalf, ensuring a smooth and efficient audit process.

Book a free 30-minute discovery call to find the best fit for your business needs.