Fixed-fee monthly bookkeeping for Canadian small businesses. Every transaction categorized, every account reconciled to your actual bank statement, accountant-ready at year-end.
✓ Statement balances — opening balance + every transaction = closing balance
We don't just tidy your books — we prove they're complete. Each month, every account is verified against the bank's own statement, to the penny. If something is missing, duplicated, or mis-entered, our process catches it.
Stay focused on running your business while we keep your books organized, reconciled, and accountant-ready. We handle:
Some of our clients
The portal is actually so easy to work with. Compared to the hours of emails and phone calls with our old bookkeeper, this is a breeze.
Most small business owners fall behind because bookkeeping is time-consuming, inconsistent, and easy to put off. That usually leads to:
We provide a better way: fixed-fee bookkeeping with a modern, verification-first workflow that keeps your books current — and provably correct — every month.
Clean records, timely reporting, fewer surprises
Every bank and card transaction categorized to a proper chart of accounts.
Receipts matched to transactions and organized for audit-ready backup.
Bank and credit card accounts reconciled against the actual statements — to the penny.
Exceptions flagged, books reviewed and locked so each month stays final.
Profit & loss and balance sheet, delivered monthly — not once a year.
GST/HST tracked all year; your accountant gets clean, reconciled, usable books.
Clear packages with defined transaction limits — you always know exactly what it costs.
Your books run on our own modern platform — nothing for you to buy, subscribe to, or learn.
Four steps, every month
Forward your bank and credit card statements (or receipts), or upload them to our easy-to-use portal. No accounting software to learn.
We categorize every transaction, match documents, and reconcile each account against its statement.
We verify everything balances, flag anything unusual, and lock the month so your books stay current and final.
A monthly P&L and balance sheet, plus a plain-English note on how the business is doing.
Built for owner-operated businesses that need real monthly bookkeeping without hiring in-house:
Run a licensed daycare or school? See our CWELCC bookkeeping →
Simple monthly plans
Fixed monthly pricing based on transaction volume. No per-receipt charges. No overage fees. No surprises.
Up to 75 transactions / month
Up to 200 transactions / month
Up to 400 transactions / month
Higher transaction volume, multiple entities, or more complex needs — we'll scope a plan that fits.
Plans are based on average monthly transaction volume — no overage fees, ever. Clients whose average consistently exceeds their plan are moved to the appropriate tier for the following month, with notice. Prices are in Canadian dollars, plus applicable GST/HST.
More than payroll software. Payroll handled for you.
Send us your employee hours and payroll changes, review the summary, and approve. We handle the calculations, deductions, direct deposits, CRA remittances, and year-end forms.
From $59/month
Payroll platform included — no separate software fee. From $49/mo when bundled with bookkeeping.
We keep your books clean and reconciled throughout the year. When it's time to file, Patrick Ruiz, CPA, CA of Patrick Ruiz Professional Corporation can handle your tax return—without the usual year-end scramble.
From $800 + HST
T1 return with business activities reported on Form T2125.
From $2,100 + HST
Corporate tax return and year-end financial statements, subject to scope.
Catch-up is what we're built for. Whether you're a few months behind or need an entire year processed for tax time, we get you current — fast, and verified against your statements.
We bring your books current — every transaction categorized, every account reconciled — then a monthly plan keeps it that way. No judgment; falling behind is the most normal thing in small business.
The whole year, done properly for tax time:
Most full years are turned around within two weeks of receiving your statements.
Cleanup & Catch-Up Bookkeeping
Starting at $499 + GST/HST
Most cleanup projects range from $499–$2,500, depending on how far behind the books are and how many accounts need reviewing. Larger or multi-year cleanups are quoted after an initial books review.
Quoted flat and up front — you know the exact cost before we start. No hourly meters.
Tell us a little about your business and accounts. We'll recommend the right plan and reply with a straightforward monthly price — within one business day.