All plans include:

A. 1:1 Intake & Strategy Session

One 45-minute recorded call that assesses your needs from top to bottom – so we can create a unique money system which fits your needs.  By the end of the call, l you’ll know where to start and what type of software or system you should choose!

B. Personalized Training Component 

No cookie cutter solutions here. A series of video tutorials that are specific your needs will be loaded to your training library that you can refer back to at any time.

Your system, your training, specifically in the areas where you need the help.

C. Free Private Facebook Group

You’re not in this alone!  That’s why you’ll have continuous support through a community of other like-minded entrepreneurs who are committed to managing their finances successfully (access from 3-12 months depending on package)

Custom Add-Ons:

(Add-on options to your package if we determine they will be a good fit for your money tracking system)


Hubdoc 3 month Subscription $75

This gets you 3 months of service then we hand the billing over to you.

Normal monthly cost is $25 CAD/month.

Monthly 45 minute Live 1:1 call with Kelly $125 CAD/month

We will use Zoom and do a complete review of your financials with you.

Think of this as your monthly accountability and planning sessions

Clean Up/Catch Up Retainer $250/$500

You planned to keep everything up to date but it got away from you or perhaps your business is hair straight back all of a sudden.

Don’t worry we have your back!

Data Entry & Bookkeeping catch up work is completed using a retainer system that starts at $250 or $500 depending on your needs.

The hourly rate for bookkeeping work is $65/hr and any admin work is $30/hr

Annual Support & Accountability Package $149 monthly/$1600 paid annually

You don’t want to lose the momentum we’ve created together and know you’ll need some help along the way as you progress.

You want to make sure you keep up with your system and have it looked over on a monthly basis to catch any sidesteps or mistakes as they happen instead of waiting until tax time AGAIN!