Books that close on time.
Reconciled, classified, audit-ready books in QuickBooks Online or Xero — closed by the 8th every month, with a written variance note. The mechanical layer underneath everything else.
What buyers usually say in the first call.
“I don’t trust the numbers, but I don’t have time to fix them.”
“My current bookkeeper closes the month two months late.”
“We’re getting audited and our records aren’t ready.”
“I want a clean set of books to sell the company off.”
The full bookkeeping function, run by us.
We work in the systems you already have.
QBO and Xero are our primary ledgers. NetSuite and Dynamics for larger clients with multi-entity needs. Payroll runs on ADP, Ceridian, Paychex, or Humi. We don’t push tools we wouldn’t use ourselves.
Onboarding in 30 days, then a steady cadence.
We bring the books current and clean inside the first month, then settle into a close cycle. A named CA stays on every file — you won’t be passed around.
Two-week look
Chart of accounts, last three closes, and the systems behind them. You get a written one-pager.
Bring it current
Backlogs cleared, prior periods reconciled, opening balances proved. We close the gap before we go live.
Monthly close
Reconcile weekly, accrue at month-end, close by the 8th. A short variance note delivered with every close.
Quarterly written review
What changed, what’s working, what to watch. The relationship is meant to compound.
A flat monthly fee, scoped on volume — not hourly.
- Transaction volume≤ 200 / mo
- Bank accounts≤ 4
- Entities1
- Sales tax filingsIncluded
- Variance noteIncluded
The published anchor covers a typical owner-managed business with one entity and a clean transaction stream. Quotes are written, not hourly — you’ll know exactly what you pay before we start.
Multi-entity, high-volume e-commerce, and registered charities are scoped separately. Onboarding (catch-up + diagnostic) is one-time and quoted up front, after the discovery call.
Short answers to the questions that come up most.
How quickly can you take over an existing set of books?
Two to four weeks for the diagnostic and onboarding. We bring prior periods to a known-good state before we go live. If books are years behind, we scope a one-time catch-up first.
Do you work with US clients, or only Canadian?
Both. We’re Canadian-anchored but serve clients across North America. We handle GST/HST/PST in Canada and state-level sales tax in the US through partner platforms.
What about year-end and corporate tax?
We don’t do tax filings ourselves — we hand a clean file to your tax preparer (yours or one we recommend). Most clients prefer this separation.
Do you replace our existing accountant, or work alongside?
Either. Most clients move their bookkeeping to us and keep their tax accountant. Some have us replace both. We’ll tell you honestly which makes sense after the diagnostic.
Worth a 30-minute call,
even if bookkeeping isn’t yet your biggest problem.
The discovery call is free, confidential, and ends with a written one-pager — whether or not we end up working together.
Book a discovery call