Features Overview
Essential bookkeeping
Includes:
Software Costs (Xero & Hubdoc)
Onboarding Support
Full accrual-based bookkeeping
Quarterly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Suitable if:
For businesses needing accrual-based accounting and enhanced support.
You want your accounts to be maintained by an Accountant
You have less than 20 transactions per month
Advanced Bookkeeping
Includes:
Software Costs (Xero / QBO & Hubdoc)
Onboarding Support
Full accrual-based bookkeeping
Monthly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Fractional CFO Services
Suitable if:
Businesses with higher transaction volumes and custom reporting needs
You want your accounts to be maintained by an Accountant
You have less than 50 transactions per month
You operate in more than one currency
Pro Bookkeeping
Includes:
Software Costs (Xero / QBO, Hubdoc, etc.)
Onboarding Support
Full accrual-based bookkeeping
Monthly Bookkeeping & Reconciliation
Sales Tax Filing
Dedicated bookkeeper
Client portal access
Email support
Quarterly financial review call
Optional Add-ons:
Payroll Management
Fractional CFO Services
Budgeting, forecasting & cash flow management
Multi-entity & multi-location consolidation
Advanced KPI tracking & investor-ready reports
Monthly check-ins with your account manager
Suitable if:
Businesses needing customized bookkeeping, CFO insights, and in-depth financial support.
You want your accounts to be maintained by an Accountant
You have more than 50 transactions per month
You require a more Customized Plan