Question 1

How is pricing determined?

Accepted Answer

By transaction volume, the number of accounts we reconcile, payroll complexity, and whether catch-up work is needed at the start. We quote a fixed monthly retainer after a 20-minute call and a brief look at your current books, and we revisit the scope once a year or when your business changes shape.

Question 2

Do you work with businesses outside Vancouver?

Accepted Answer

Yes. Most of our clients sit across Metro Vancouver — downtown, the North Shore, Burnaby, Richmond — but we also serve businesses elsewhere in British Columbia. The work is cloud-native; the relationship is what matters, and we handle that by video, email, and the occasional in-person meeting when it helps.

Question 3

What if we are behind on our books?

Accepted Answer

Most new clients are behind to some degree. We price catch-up separately from ongoing work, quote a fixed scope after a diagnostic, and move month by month until you are current. Once the books are caught up, we roll straight into monthly bookkeeping without a gap.

Question 4

Do you do bookkeeping in-house or remote?

Accepted Answer

Remote and cloud-native. Our team works from Vancouver, the tools live in the cloud, and your records stay accessible to you at all times. When an in-person visit would genuinely help — an onboarding meeting, a year-end review — we make the time.

Question 5

Who owns the data in our accounting software?

Accepted Answer

You do. Your QuickBooks Online or Xero subscription is in your name, the bank feeds are connected to your accounts, and the ledger is yours. If our engagement ever ends, you keep everything, and we hand over a clean close as our last act.

Question 6

What accounting software do you use?

Accepted Answer

QuickBooks Online or Xero as the ledger, depending on what suits your business. We layer Dext for receipts, Rotessa or Plooto for payments, and Wagepoint or Payworks for payroll where needed. If you already run a stack that works, we keep it.

Question 7

Can you work with our existing CPA?

Accepted Answer

Yes, gladly. We coordinate directly with your CPA on year-end, adjusting entries, and any questions they have through the year. If you do not have a CPA, we can refer you to a short list of Vancouver firms we trust.

Question 8

How long does onboarding take?

Accepted Answer

Typically four weeks. Week one is the kickoff and access setup; week two configures the tools and migrates data where needed; weeks three and four bring the books current and establish the monthly workflow. By month four, most clients are fully in the steady rhythm.

What is included	Steady	Considered	Bespoke
Starting price (CAD per month)	$500 to $750	$800 to $1,200	$1,250 to $2,000
Typical client	Single-entity owner-operator	Multi-account, payroll, higher volume	HoldCo and OpCo, multi-entity, controller work
Typical monthly transactions	0 to 50	50 to 150	150 or more
Monthly bookkeeping and reconciliations	Included	Included	Included
GST and PST filing	Included	Included	Included
Payroll processing	Add-on	Included	Included
Accounts payable management	Add-on	Included	Included
Quarterly review calls	On request	Included	Included
Intercompany reconciliations	Not included	Add-on	Included
Consolidated reporting and KPI dashboards	Not included	On request	Included
Senior bookkeeper on the file	Consistent bookkeeper	Consistent bookkeeper	Senior bookkeeper

Three starting points. One conversation.

Steady

Considered

Bespoke

The three tiers, side by side.

What we do not do.

The things people ask before signing.

Let's see if we fit.