Add Ons
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Need a little extra help? Don't worry, we've got you covered.
- Training & Support: 30 minutes - $65
- Training & Support: 1 hours - $100
- Training & Support: 2 hours - $185
- Training & Support: 4 hours - $360
- Hubdoc Monthly Subscription (Monthly Fee) - $25
- Xero Monthly Subscription: Basic (Monthly Fee) - Starts at $35
- Foreign Currency Account Reconciliations (Monthly Fee) - $100
- Extra Monthly Bank or Credit Card Reconciliations (Monthly Fee) - $75
- Extra PayPal / Stripe transactions (Monthly fee) - Starts at $50
- Annual Budget Review (Annual Fee) - $150
- Initial Setup / Start Up (One Time Fee) - $300
- Clean up / Catch up: Small Business (One Time Fee) - Starts at $250
- Converting PDF Statements to .CSV Format (One Time Fee) - $10 / Statement
- Payroll (Monthly Fee) - Starts at $75
- GST/HST & Payroll CRA Account set up - $225
- Cash Flow Reporting Set Up (One Time Fee) - $350
- GST/HST Preparation and efile (Monthly Fee ) - Starts at $10
- Bookkeeping to Allow for Tax Preparation (One Time Fee) - $260
- Tax Return Strategy: 1 hour - $100
- Personal T1 Tax Return & efile (Annual Fee) - $75
- Sole Proprietor T2125 Tax Preparation (Annual Fee) - $225 (Client Price); $300 (Regular Price)
- Corporate Tax Return Preparation & efile (Annual Fee) - Starts at $800
Frequently Asked Questions:
How does the price compare to hiring a bookkeeper?
An outsourced bookkeeper costs approx. $250-$350/month and accountant fees start at $100/hr. With the Easy Plan you get access to a Certified Professional Bookkeeper at a fraction of the cost!
You get a featured expert/training each month and at least one of them (probably a few) will be a CPA who can answer your more in depth questions.
Does the Growth Package include the cost of software?
No, you’re responsible for software costs. We’ll discuss this as part of our Strategy Session, since software costs can be a big part of the decision.
What software programs will we look at?
My preference, and what I use with all my regular clients, is Xero (Certified Silver Partner). I am also certified in Freshbooks and Sage 50 and experienced with Quickbooks, QBO and Excel.
I’ll find you an online solution unless you really prefer a desktop or manually based system.
Do you offer a guarantee?
Of course! I’m happy to refund your money if find that the program isn’t for you.
If we’ve already done the initial strategy session and setup, there is a $250 non-refundable portion which covers that cost.
If we have not done the initial strategy session and setup, you will be refunded the full amount.
What is a money system, anyways?
The Money System we’ll create includes:
- A bookkeeping/tracking system that works for you. This could be a customized spreadsheet, basic accounting software or more advanced accounting software.
- A filing system – either paper or electronic, or a combo of both.
- A scheduled Money Date, which is the time you dedicate to entering and dealing with your bookkeeping. This can be daily, weekly, or monthly.
- Research and integration of apps, add-ons & technology that make the whole process faster and easier for you to successfully manage yourself.
- Accountability and training so don’t fall off the wagon this time because you ran into something that stumps you, or you figure no one will know. We will know. You can count on it.
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