Monthly bookkeeping
Reconciliations, categorization, questions, and monthly reports kept on a steady cadence.
Bookkeeping for small and growing businesses
How would you rather spend your time?
Clear monthly books, practical answers, and visible pricing—so bookkeeping stops following you home.
Flat monthly pricing, no surprises. QuickBooks Online updates included.
Visible pricingKnow the starting point
QBO includedWe work in your books
No shame cleanupCatch-up starts where you are
Human supportPractical answers, plainly said
What we handle
Bookkeeping that keeps moving when you do.
Clean monthly records are the foundation. From there, we help you catch up, understand what changed, and keep the next month simpler.
Catch-up & cleanup
A respectful reset for backlogged or uncertain books, with a clear scope before correction begins.
Bookkeeping Health Check
A focused $95 diagnostic that identifies gaps, priorities, and the right next step.
QBO updates
QuickBooks Online stays current as part of the bookkeeping workflow—without another system to learn.
Balanced books. Better use of time.
What will you do with the hours you get back?
Your Okanagan bookkeeping experts
Local experience. Modern bookkeeping.
Our team has more than ten years of serving the bookkeeping needs of Okanagan businesses.
We work in QuickBooks Online and Sage every day — keeping books current, reports readable, and questions answered in plain language. Based in the Okanagan, we serve clients across BC and Canada remotely.
- 10+ yearsserving Okanagan businesses
- QBO & Sageexpertise in both platforms
- BC & Canadaserved remotely, wherever you are
Simple monthly plans
Start with the volume that fits.
Clear transaction bands, visible monthly pricing, and room to adjust as your business changes.
Micro
$149/month
Up to 25 transactions / month
The bare essentials for side-hustles and micro-businesses.
- Monthly bank feed categorization
- QBO updates included
- Quarterly financial reports
- Basic email support
Basic
$295/month
Up to 100 transactions / month
A calm, reliable monthly rhythm for straightforward books.
- Monthly reconciliations
- QBO updates included
- Monthly financial reports
- Email question support
Growing
$495/month
Up to 250 transactions / month
For businesses adding activity, accounts, and more moving parts.
- Everything in Basic
- Receipt workflow support
- Month-end questions resolved
- Priority monthly review
Advanced
$695/month
Up to 400 transactions / month
More capacity and tighter month-end support for busy operations.
- Everything in Growing
- Higher monthly volume
- Multi-account reconciliation
- Closer reporting support
Specialized high-volume solutions
Built for retail and online sales.
Retail Shop
From $295/month
Scaled by physical locations, not transaction limits.
A structured financial rhythm for storefronts and physical retail operations.
- Daily POS sales batches (Square, Lightspeed)
- Payment terminal reconciliation
- Physical inventory workflow support
- Custom month-end reporting
E-Commerce
From $295/month
Scaled by online sales channels, not transaction limits.
Tailored data architecture for online brands and digital storefronts.
- Multi-channel sales sync (Shopify, Amazon)
- Payment gateway integrations (Stripe, PayPal)
- Multi-jurisdiction sales tax routing
- Custom month-end reporting
Extra transactions: $1.95 each above the monthly plan volume.
GST/PST filing: available as an add-on.
Multi-entity books: available as an add-on.
API System Architecture Setup: one-time custom quote for high-volume retail/e-commerce integrations.
Annual options: save 7.5% with a 12-month commitment or 15% when prepaid.
Start with clarity
A $95 Health Check before the bigger decision.
We review the shape of your books, identify visible gaps, and give you a practical next-step recommendation. If you begin monthly bookkeeping within 30 days, it's credited in full to your first month.
Book the Health CheckWhat it covers
- Account and reconciliation status
- Visible categorization issues
- Reporting and workflow gaps
- Catch-up or monthly-plan recommendation
The Health Check is diagnostic. Corrections, reconciliations, and detailed tax advice are scoped separately.
Behind? You're not alone.
Catch-up without the lecture.
Shoebox full of receipts? Bank statements still in the envelope? We start by understanding what happened, what is missing, and which months actually need work. Then you receive a clear scope before cleanup begins.
Catch-up pricingPer month of catch-upBilled at the plan rate that month's volume falls inminimum$295 per month
Common questions
Good bookkeeping starts with clear expectations.
What counts as a transaction?
Generally, individual statement lines and journal-entry legs count toward monthly volume. Detailed invoices, bills, or credits may count by line when they create additional bookkeeping work.
Is QuickBooks Online included?
Keeping QBO updated is included in the bookkeeping workflow. Software subscription arrangements and any special integrations are confirmed during onboarding.
Do you file GST or PST?
GST/PST filing can be added to a monthly plan. It is always quoted as an add-on rather than silently bundled into the base price.
What if I have more than one company?
Multi-entity books are available as an add-on. Additional entities are priced separately after we understand their activity and reporting needs.
Ready when you are
Let's make next month easier.
Tell us whether you need a monthly plan, a Health Check, or help catching up. We'll start with the smallest useful next step.