How It Works

Alleviate Your Financial Weights

Our onboarding process will have you feeling lighter in no time.

01

Ready to begin?

Fill out our intake form to get started.

Start Now
02

Discovery call

After we review your intake form we’ll schedule a call to get to know your business, your goals, your pain points, what’s keeping you up at night, etc., and determine if our teams are a good fit!

03

Deep Dive Review

Let’s take a look at your current bookkeeping records. This review allows us to start with a solid foundation, assessing your processes/systems and outlining any inefficiencies or discrepancies that need addressing. It also gives us insight into the scope of work that will be involved each month.

04

Fee Proposal

You will be provided with a fee proposal tailored to your business needs—let’s increase your efficiency and streamline your operations.

05

Onboarding!

It’s time to get your books beautifully accurate and squeaky clean. We’ll walk you through the onboarding process ensuring you’re clear on next steps. Enjoy access to our cloud based system that gives you access to your books 24/7!

Your Pathways to Peace of Mind

Alleviating the financial burden of bookkeeping can actually be kind of fun?!

Bookkeeping Only
Bookkeeping & Numbers Mastery

Bookkeeping Only (Compliance)

Your Bookkeeping Only package covers all your bookkeeping needs. We’ll ensure your records are current, payroll is processed, tax filings are completed, and monthly statements are produced.

Package Details:

  • Quickbooks Online Initial training w/ Admin (up to 3 hours)
  • Reconcile Bank and Credit Card accounts
  • Completion of sales tax returns
  • Posting Bank Feeds
  • Maintaining your fixed asset register
  • Payroll Support or Management thru Payworks
  • Annual Year-End package
  • Liaise directly with accountant
  • QBO Subscription, SYNC Digital Document Storage and Dext Prepare
  • Unlimited email and telephone support
  • Monthly Statements

Bookkeeping Only starts at $1500 per month + GST

Bookkeeping & Numbers Mastery

If you’re a small business owner who’s ready to take control of your finances, improve profitability, and make strategic decisions based on real data—this is for you.

We begin with a deep dive into your financials. This isn’t just a surface-level review—we look closely at your numbers to uncover opportunities, challenges, and patterns (Step 1). 

Step 1: Assessment & Strategy Session

One-Time Fee: $3,500 + GST

Duration: 8 Weeks

  • Identify key financial pain points
  • Define your business goals
  • Review spending and eliminate inefficiencies to improve profitability
  • Establish meaningful financial metrics

Following the meeting, you’ll receive:

  • A customized blueprint to take you from where you are to where you want to be
  • A summary report from our assessment with actionable insights

After the initial assessment and meeting we’ll continue to support you with regular monthly meetings to review your numbers, keep you accountable, and ensure you stay on track.

Our goal? To help you build a sustainable, profitable business model—one that gives you peace of mind, clear direction, and confidence in your decision-making.

Step 2: Ongoing Monthly Support

Starting at $500/month + GST

What's included:

  • A custom monthly reporting package tailored to your business
  • Implementation of the Profit First method—a proven cash flow system that helps you:
  • Set aside funds for taxes and GST
  • Pay yourself consistently
  • Cover your operating expenses
  • Allocate profits for distributions and future investments
Goodbye Bookkeeping