What’s included in your monthly bookkeeping plans?

Plans cover categorization, reconciliations, a monthly close, and clear reports. Higher tiers add dashboards, advisory calls, and filing support.

Do you handle taxes and filings?

Yes. We prepare and file applicable returns based on your package and jurisdiction, with deadline tracking and reminders.

How does onboarding work?

You’ll receive an intake form, secure upload link, and kickoff call. We configure tools and begin bookkeeping within 48–72 hours.

What software do you support?

We support popular bookkeeping and invoicing tools and can adapt to your existing stack or recommend one.

Do you offer one-time consultations?

Yes—book a 45- or 60-minute advisory session for specific topics like entity setup, tax planning, or cash management.

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Q: Can I upgrade, downgrade, or cancel?

Yes. Changes are prorated at the next billing cycle. Cancellations require written notice per pricing terms.

Frequently Asked Questions

Quick answers about our accounting services for freelancers and home-based businesses.

Our plans cover income/expense categorization, reconciliations, monthly close, and clear reports (P&L and cash snapshot). Higher tiers add KPI dashboards, advisory calls, and filing support. See pricing for details.

Yes. We prepare and file applicable returns (e.g., GST/HST, income tax) based on your package and jurisdiction. We also keep deadlines on track with proactive reminders and a clear checklist.

After checkout, you’ll receive an intake form, secure upload link, and kickoff call invite. We configure your tools, confirm scope, and start monthly bookkeeping—typically within 48–72 hours.

We work with popular bookkeeping and invoicing tools. If you already have a stack, we’ll adapt; otherwise, we’ll recommend a setup that fits your business and budget.

Absolutely. Plans can be changed with prorated adjustments at the next billing cycle. Cancellations require written notice per the terms on our pricing page.

Yes—book a 45-minute or 60-minute advisory session to address specific questions (e.g., entity setup, tax planning, cash management). See bookings.