Plans and Pricing
Choose Your Package
Select the plan that aligns with your objectives
Starter Plan
Core bookkeeping oversight
Ideal for emerging teams seeking structured oversight and basic forward modeling.
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Advanced Plan
Enhanced planning tools
Includes full bookkeeping services combined with advanced strategic growth planning tools designed for sustainable organizational development.
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Professional Plan
Full service package
Offers every feature from the Standard plan plus personalized consultancy sessions and custom workflow integrations for maximum operational clarity.
Get Pricing DetailsOur Plans
Flexible service tiers for comprehensive record management and forward-looking strategy guidance.
Starter Plan
- Monthly statement reconciliation
- Expense tracking tools
- Standard reporting templates
- Secure data storage
- Email support
Advanced Plan
- Weekly book reviews
- Custom reporting dashboards
- Advanced planning resources
- Priority email support
- Onboarding session
Professional Plan
- Daily account monitoring
- Dedicated consultant
- Comprehensive strategy workshops
- Phone support
- Quarterly performance check
Comprehensive Record Keeping
Maintain accurate ledgers, manage inflows and outflows, and generate clear summaries to support data-driven decision making with confidence.
Learn MoreRegulatory Compliance
Ensure every record meets Canadian guidelines and reporting standards for full transparency.
Learn MoreTrusted Expertise
Our Ottawa-based team offers professional insights and ongoing assistance to keep your accounts in top form.
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