Tier 1 — Core Service

Monthly bookkeeping you can trust.

Accurate books delivered every month. Bank reconciliation, transaction categorisation, monthly P&L, GST/PST prep, and a year-end ready package — so you never scramble at tax time again.

What's included

Everything your books need, every month.

  • Bank and credit card reconciliation
  • Transaction categorisation and coding
  • Monthly Profit & Loss statement
  • Balance sheet preparation
  • GST/PST filing preparation
  • Accounts receivable & payable tracking
  • Year-end ready package for your accountant
  • Dedicated bookkeeper assigned to your file
  • Cloud-based — access anytime from anywhere

AI-assisted accuracy: We use Dext, Hubdoc, and QBO Smart Rules to automate data entry — then a CPB-designated professional reviews every transaction before your books are closed.

Who it's for

Built for growing businesses.

Sole Proprietors

Freelancers, consultants, and one-person businesses who need clean books without hiring in-house.

Small Businesses

Incorporated companies with 1-25 employees that need monthly reconciliation and reporting.

E-Commerce Sellers

Shopify, Amazon, and Etsy sellers who need transaction volume handled accurately every month.

Honest pricing

Simple monthly pricing. No surprises.

From $350/mo
Based on transaction volume. Includes dedicated bookkeeper, monthly P&L, and year-end package.
Explore Plans
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Ready to get your books in order?

Book a free 15-minute call. We will review your situation and recommend the right plan — no pressure, no upsell.