​Pricing Plan Tiers

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)

Starter

​You have a new business BUT you want expert guidance now so you're set up for success

$

599.99

​/CAD one-time

  • ​​4 hours of customized training/systems set up
  • An in-depth review of your current money tracking system and suggestions for changes that will help automate and save you  time/money
  • We can review and fix your current system and optimize through integrations or add-ons (such a Zapier, changing payment processors or accounting software etc)
  • Personalized training for you to allow things to “flow” in a manner that you can handle the system going forward
  • Does not include any software, data entry, reconciling. We have Add-ons  (below) for this if needed
  • Does not include any check-ins or 1:1 support outside of the package window (max 4 weeks). We have Add-Ons for this too!

Scale

​Your business has "hit it's stride". You are making the move from employee to CEO in your business. It's time to bring on a solid team to support your long term growth

$315 +

/CAD month

  • Full Service, “We do it For You” Bookkeeping Package. We set-up your systems, train you (or your team) as much as needed and then we are off to the races. The main goal is making the whole process as automated & simple as possible.
  • Monthly entering & reconciling of all income & expenses, Profit Loss reports with review via email with suggestions for tax savings etc.,
  • ​Unlimited support (email, slack or phone)
  • Add-on items include payroll processing, Personal & Business Tax Prep, Government Remits for GST/HST, Tax Planning Strategy etc.
  • This package is custom priced per client as it will depend on your needs and volume of transactions/integrations.
  • - Does not include accounting software which allows us to choose the best option for your business.
  • – Only Basic package available for US-based businesses. The add-ons above are only available for Canadian based businesses