The Effortless bookkeeping plan is just that – effortless.  It makes bookkeeping a breeze!  No more book-based headaches or being tormented by tedious tax questions.  

It’s like Tylenol for your business finances.  Ahhh, relief!

You pay your own bills, send your own invoices, and we’ll take care of the rest.  

You get all your paperwork scanned, we set up your systems, train you as much as you need, and then we’re off to the races!  Our goal is to make your personalized Money System as easy and time-saving as possible.

The standard Effortless plan is available to Canadian and US clients.  Some Plus add-ons are only available in Canada.

The Effortless plan includes:

Monthly entering and reconciling of all income and expenses

Includes 1 bank account 
Includes 1 credit card account (up to 40 line items per statement)

Monthly Income Statement/Profit Loss Report

Unlimited Email, Slack & Phone Support as needed

Does not include the accounting software which allows us to choose the best opton for your business

Effortless plan Pricing 

$270 per month |  if prepaid annually

$285 per month |  prepaid monthly

There is a $300 one-time setup fee.

Personalize it with Plus!

Since each business is unique, you can personalize your Effortless plan to your liking with Plus add-on services. This way, you get all your bookkeeping needs taken care of – without paying for stuff you don’t want!

Plus pricing is individually quoted since it depends on what we’ll do for you.  Let’s book a time to chat about it! Set up a free 20-minute consultation and we’ll figure out what you need.

Plus pricing depends on: 

– The number of transactions per month in your bank, credit card, PayPal and other accounts
– Number of bank & credit card accounts
– Number of payment integrations (Stripe, Paypal etc) and the volume of transactions
– Number of employees (if any)
– How “done for you” or “DIY” you want the service to be

-The software we choose for your package (we might decide to inlcude this in your package pricing for ease).

We recommend:

Hubdoc Online Document Storage & Retrieval   Think of it as your online filing cabinet! It will be your new best friend. $25 CAD/month

Xero Basic Package Accounting Software  $30 USD/month (Add for $10 multi-currency)

Effortless Plus add ons 
Available for Canadian & US businesses:

+ Clean up & back bookkeeping work
+ Payment integrations (Paypal, Stripe, etc)

Available for Canadian businesses:

+ Payroll Processing
+ Payroll Year End Processing T4s & Summary
+ Government Remits & E-filing (GST, HST, PST etc)
+ Personal Tax Preparation
+ Business Tax Prep T2125
+ Tax Planning Strategy

Well, what are you waiting for?  Stop drowning in paperwork and get on board!  

Back away from those receipts, my friend.  Take my hand.  Help is here.   Let’s talk!