Build Your Own Plan
Every self-employed business runs a little differently. Instead of forcing you into a one-size-fits-all package, I help you build a plan that fits how your business actually works. Just answer three simple questions, and you’ll know what level of bookkeeping support makes sense for you.
Step 1 - What’s the size of your business?
Every business runs differently. Begin by estimating your monthly transaction volume to see which of the four plan levels fits best. That way, your bookkeeping is tailored to your needs from day one.
Basic
(Starting at $125/month)
The simplest way to stay organized and CRA-compliant. This plan is ideal if you’re self-employed, freelancing, or running a solo business with up to 40 monthly transactions and want your finances handled properly without overcomplicating things. It covers the essentials to keep your books accurate, structured, and stress-free — so you can focus on your work, not your bookkeeping.
Standard
(Starting at $195/month)
The most common choice for growing self-employed businesses with 41–100 monthly transactions. This plan includes ongoing monthly bookkeeping and regular financial reporting, giving you clear visibility into your finances as your activity becomes more consistent. It’s ideal if you want dependable monthly clarity without unnecessary complexity.
Advanced
(Starting at $325/month)
Suited for established self-employed businesses with 101–200 monthly transactions and more complex financial activity. This plan provides deeper bookkeeping support and detailed financial statements, best for businesses that actively review reports and need closer financial oversight.
Premium
(Starting at $425/month)
Designed for high-activity self-employed businesses with 200+ monthly transactions, multiple moving parts, and ongoing financial complexity. This plan offers end-to-end bookkeeping management and advanced reporting for businesses that require hands-on financial structure and frequent oversight.
Step 2 - How do you want your bookkeeping done?
Every business prefers a different bookkeeping style. Some need a simple, streamlined setup focused on keeping transactions clean and up to date, while others prefer a complete workflow that handles invoicing, expenses, reporting, and compliance end to end.
Essential Workflow
(Included by default)
This option focuses on simplicity and efficiency. Bookkeeping is handled using bank and credit card feeds only, with transactions categorized and reconciled regularly to keep your books accurate, CRA-compliant, and your cash flow clear—without unnecessary complexity.
Complete Workflow
(Plus $449/month)
This option follows a full bookkeeping workflow. In addition to transaction management, it includes invoicing, bills, expense tracking, reporting, and compliance support. It’s designed for businesses that want full visibility and prefer everything handled in one place.
Step 3 - How often do you want it done?
Your bookkeeping frequency should match how actively you want to track your business. Choose monthly for ongoing visibility, or quarterly or annual reviews if you only need periodic reporting and compliance support.
Monthly
(Included by default)
Your books are kept up to date every month. This option gives you a clear view of your finances, helps catch issues early, and ensures your records stay accurate and organized throughout the year.
Quarterly / Annual
(–20% discount)
Ideal if you don’t need frequent updates. Your books are reviewed periodically to keep everything accurate and ready for tax filings and year-end reporting, without the need for ongoing monthly work.
Which combination is right for you?
Not sure which options make the most sense yet?
Fill out the form below and I’ll help you choose the right setup based on your business activity and needs.