Essential
For smaller businesses that need dependable monthly bookkeeping and an organized foundation.
Discuss EssentialPackages & Pricing
Predictable monthly bookkeeping packages for small businesses
Choose a package based on your transaction volume, financial accounts, business activity, document needs, and reporting requirements. Every package includes QuickBooks Online, regular reconciliation, organized records, and personal support.
Our monthly bookkeeping packages are available with in-person service in Hamilton and surrounding communities and virtual bookkeeping across Ontario.
New client offer
Your first full month is free.
New recurring bookkeeping clients receive their first full month of regular monthly bookkeeping at no charge. The free month begins after onboarding and any required cleanup are completed. Service is month to month, with no one-year commitment.
Onboarding, cleanup, payroll, accounts payable, accounts receivable, excess transactions and additional services are quoted separately. One promotional month is available per business. The offer has no cash value and may be withdrawn for future clients before a service agreement is signed.
What every monthly package includes
Each package provides the core systems needed to keep routine bookkeeping organized and current.
Your QuickBooks Online Plus subscription is included in every monthly package, with no separate subscription charge.
QuickBooks Online Plus$110/monthretail value included
- QuickBooks Online Plus subscription
- Transaction review and categorization
- Bank and credit-card reconciliation
- Receipt and supporting-document matching
- Searchable digital business records
- Follow-up for missing information
- Routine adjustments and monthly review
- Standard bookkeeping reports
- GST/HST tracking and routine support
- Organized year-end bookkeeping records
- Ordinary accountant questions about the books
- A consistent document-submission process
See the value inside each package
Here is how our starting monthly prices break down when the included software is valued at its regular retail price.
Essential$289 bookkeeping portion + $110 included software value$399/month
Complete$489 bookkeeping portion + $110 included software value$599/month
Insight$789 bookkeeping portion + $110 included software value$899/month
All amounts are in Canadian dollars, before HST. This is an illustrative value breakdown; packages are sold at the full monthly prices shown. The bookkeeping portions are not separate service prices or discounts for supplying your own subscription.
Software value is based on Intuit's regular Canadian QuickBooks Online Plus monthly price as of September 2026, excluding promotional discounts. Retail pricing may change. Final package pricing is confirmed after assessment.
We agree on how records will be submitted and returned during onboarding. Virtual bookkeeping is available across Ontario; any in-person meetings or personal document pickup and returns are arranged within our practical local service area.
A clear monthly foundation
The prices below are starting prices, plus HST. Your final package and monthly price are confirmed after we assess the volume, account structure, condition of the books, and recurring work your business requires.
Most Popular
Complete
$599 / month + HST
First full month free
For established businesses with more activity, more accounts, or more demanding monthly needs.
Up to 125 monthly transactions
Up to 4 active financial accounts
Up to 4 active financial accounts
- QuickBooks Online Plus included
- Monthly account reconciliation
- Increased document-processing capacity
- Expanded bookkeeping support
- Standard monthly reports
Insight
$899 / month + HST
First full month free
For active businesses that need greater capacity and a stronger foundation for business decisions.
Up to 225 monthly transactions
Up to 6 active financial accounts
Up to 6 active financial accounts
- QuickBooks Online Plus included
- Monthly account reconciliation
- Higher document-processing capacity
- Enhanced reporting and review
- Selected KPI reporting developed with you
Each package may also include one qualifying low-activity GST/HST or payroll reserve account. Eligibility is confirmed during assessment.
How financial accounts are counted
Transaction limits do not make reconciliation work unlimited. Each separately reconciled account adds its own statements, balances, transfers, and exception review.
What counts as an active account
Each bank account, credit card, line of credit, payment processor, loan account, or clearing account that requires its own separate reconciliation normally counts as one active financial account.
Supplementary cards consolidated on one statement normally count as one account. Cards or accounts producing separate statements count separately.
Reserve and complex accounts
Each package may include one qualifying low-activity GST/HST or payroll reserve account in addition to its standard allowance.
High-volume payment processors, point-of-sale systems, foreign-currency accounts, cash-intensive activity, and unusual clearing arrangements may require separate assessment even when they appear to be a single account.
More accounts than the package allowance? We will discuss an adjusted monthly price or a better-fitting package before the service begins. Extra accounts are not treated as automatically included.
How we select the right package
Transaction volume is important, but it is only one part of the workload.
Volume & accounts
- Monthly transactions
- Bank, card, loan, and processor accounts
- Seasonal fluctuations
- Cash activity
Condition & workflow
- Current condition of the books
- Number and quality of documents
- Missing-information follow-up
- Locations, classes, projects, or divisions
Support & reporting
- Reporting requirements
- GST/HST complexity
- Payroll, AP, AR, or WSIB needs
- Recurring exceptions and special processes
What counts as a transaction?
A transaction is financial activity that must be reviewed, categorized, matched, recorded, or reconciled. This can include bank and credit-card activity, deposits, customer and supplier payments, transfers, loan or line-of-credit activity, and other bookkeeping entries.
What happens with overages?
Occasional volume changes are reviewed in context. A spike may be temporary, seasonal, growth-related, or a permanent change in the business. If extra work or a package change is required, we discuss it with you. We do not make silent price changes.
Optional recurring services
These services are quoted separately because their workload varies substantially from one business to another.
Payroll & compliance administration
- Payroll processing and administration
- Payroll remittance support
- WSIB administration
Payables & receivables support
- Accounts payable administration
- Prepare-only payment workflows
- Accounts receivable tracking and follow-up
Business Acumen may prepare payment information for approval; the client retains authorization and release control.
Onboarding and setup
Onboarding is assessed separately because every business starts from a different place. The work may include reviewing existing records, configuring or reorganizing QuickBooks Online, connecting feeds, confirming sales-tax settings, establishing document and approval processes, developing reports, and providing practical workflow training.
Your onboarding scope is explained before the work begins.
Cleanup and catch-up work
After an initial review, cleanup is estimated as a range of hours, not as a single public dollar amount. The range depends on the type and complexity of bookkeeping required.
We consider how far the books are behind, the number of accounts, the condition of QuickBooks, missing or duplicated entries, available statements and documents, GST/HST or payroll issues, and the investigation needed to correct the records.
Special cleanup pricing may be available when the cleanup project is booked with an ongoing monthly bookkeeping package.
Eligible clients entering an annual bookkeeping agreement may also spread an approved cleanup or onboarding cost across the first 12 monthly payments.
If new information materially changes the work, we discuss a revised estimated range before proceeding substantially beyond the approved range.
Services outside the standard package
The following are not automatically included unless they appear in your proposal or service agreement.
| Available by separate quote | Outside our scope |
|---|---|
| Payroll, accounts payable, accounts receivable, and WSIB administration | Corporate or personal income-tax returns and specialized tax advice |
| Historical cleanup, catch-up bookkeeping, or a major QuickBooks rebuild | Audits, reviews, compilations, assurance work, or certified financial statements |
| Special reporting, workflow design, or unusual recurring administration | Legal advice, business valuation, or investment advice |
Your package can change as your business changes. If your volume, account structure, workflow, or reporting needs materially increase or decrease, we review the service with you and agree on the appropriate next step.
Start with a conversation
Choose the easiest way to reach us.
There is no need to prepare a detailed explanation. Tell us where your bookkeeping stands today and what you would like to improve.
Personal bookkeeping with in-person service in Hamilton and surrounding communities and virtual bookkeeping across Ontario.