Three tiers, priced to match the file.
Price depends on transaction volume, the number of funding sources or revenue streams, payroll headcount and frequency, and how far behind the books are. A quote follows the call.
Bookkeeping
Priced by complexity, quoted after a short conversation
Accurate, current books, reconciled every month, with the process built to hold up under a board, funder, or CRA review, not just balanced on paper.
- Monthly reconciliation & bookkeeping
- Accounts receivable tracking
- QuickBooks Online setup & maintenance
- Catch-up & cleanup for backlogged files, quoted separately
- Chart of accounts built for your reporting needs
- Fund & restricted-grant tracking (non-profits)
- A monthly financial package, by the 10th
Bookkeeping and payroll
Priced by complexity, quoted after a short conversation
Everything in Bookkeeping, plus payroll run with remittance discipline that helps directors meet their source-deduction obligations.
- Everything in Bookkeeping
- Payroll setup & processing
- Remittance discipline on source deductions
- HST filings, including charity rebates
- Budget-to-actual & variance review
- Board & finance-committee reporting support
Monthly advisory
Priced by complexity, quoted after a short conversation
Everything in Bookkeeping and payroll, plus ongoing, hands-on guidance for organisations navigating growth, an upcoming audit, or a funding transition, where the numbers need to inform real decisions.
- Everything in Bookkeeping and payroll
- Cash-flow & scenario planning
- Audit-readiness preparation
- Grant & funding-structure guidance
- Process design for internal controls
- A standing monthly advisory meeting
Attach to a bookkeeping engagement.
For clients whose books I keep.
Charity and NPO information returns (T3010 / T1044)
The annual charity or non-profit information return, prepared from the same file that closed every month.
Corporate year-end tax return (T2)
The corporate year-end return, so the person who closed each month is the person who files the year.
Process and systems projects
I map how money moves, fix issues upstream, and configure QuickBooks, automating what’s reliable. Always part of the engagement, never standalone.
Invoicing and collections follow-up
I issue invoices, track what’s outstanding, and follow up on overdue accounts, so it’s off your plate rather than caught at reconciliation.
To be clear before the call.
- Personal tax returns (T1) and trust returns (T3)
- Tax work for anyone who is not already a bookkeeping client
- Audit, review, and any assurance engagement
- Payment execution and bill pay authority
Get a quote for your file.
A short call is enough to scope it.