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Bookkeeping Tiers

1

Starter

For part-time self-employed, sole proprietors with under 25 transactions/month

  • Monthly bank statement reconciliation (1 account)

  • Basic income & expense categorization

  • Monthly profit & loss report

  • Email support

  • Year-end summary for tax filing

2

Growth

For active Gig workers or full-time solopreneurs

  • Reconciliation (2 accounts)

  • Categorization of all transactions

  • Profit & loss + cash flow reports

  • Quarterly HST tracking/reminder

  • 1 quarterly review call

  • Priority email support

3

Premium

For contractors or consultants with complex finances

  • Reconciliation (up to 3 accounts)

  • Receipt organization & storage

  • HST filing assistance (monthly/quarterly)

  • Business budget tracking

  • Unlimited email + 1 monthly call

  • Year-end tax planning checklist

4

Corporate

  • Monthly or quarterly bookkeeping (bank recs, categorization)

  • HST tracking and filing (quarterly)

  • Basic payroll for 1–2 owners (T4s)

  • Dividends setup with T5 slips

  • Email and phone support

  • Business budgeting & forecasting

  • Tax strategy planning (owner comp, dividends vs. salary)

  • Quarterly owner consultation (30 min)

  • CRA correspondence handling

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