Book a Consultation

Book a Consultation

Schedule a consultation to discuss your bookkeeping needs. We’ll help you understand where you stand and what it takes to get organized.

What to Expect

15-20 Minute Call

A brief conversation to understand your business and bookkeeping situation.

No Pressure

This is an exploratory consultation—no obligation to proceed with any services.

Clear Next Steps

If we're a fit, we'll outline the path forward, starting with a File Review.

Who This Consultation Is For

This consultation is for Canadian business owners who want clarity in their financial records and are prepared to work within a structured, professional bookkeeping process.
  • You're a Canadian business (excluding Québec)
  • You need ongoing monthly bookkeeping OR have catch-up work
  • Your expected engagement is $375/month or more
  • You use or are willing to use QuickBooks Online
  • You value organized, professional bookkeeping

Please Note

  • Tax preparation or filing (we prepare year-end packages for your accountant)
  • Payroll services are provided as an add-on for existing bookkeeping clients only.

Who This Consultation Is Not For

  • Businesses seeking payroll-only services
  • Businesses requiring emergency or same-day bookkeeping
  • Price-shopping inquiries
  • Businesses unwilling to follow established systems

What to Expect

Choose a time that works for you. Consultations typically last 15-20 minutes.

This consultation is for Canadian business owners who want clarity in their financial records and are prepared to work within a structured, professional bookkeeping process.

Prefer to reach out directly?

Email Us

What Happens After the Consultation?

If we're a good fit, the next step is a File Review—a thorough assessment of your current books that helps us understand your situation and provide accurate pricing.

Learn about Our Process
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Explore our services to learn more about what we offer.