Ongoing monthly bookkeeping

Books, payroll, reporting and advisory under one roof, so nothing falls between a bookkeeper, a payroll provider and a year-end accountant.

Setting up new systems instead? See setup and implementation pricing.

One partner across the whole finance function

Bookkeeping

Monthly books kept current on QuickBooks Online, Xero or Sage.

  • Bank and credit card reconciliations
  • Accounts payable and receivable
  • GST/HST tracking, calculation and filing
  • Month-end and year-end close, tax-ready
  • Catch-up and cleanup for backlogged accounts
  • Migration from desktop Sage or spreadsheets

Accounting & reporting

Statements you can actually run the business from.

  • Full-cycle accounting for owner-managed firms
  • Monthly and quarterly P&L, balance sheet, cash flow
  • Management reporting and KPI dashboards
  • Audit-ready records and CPA coordination
  • Chart of accounts design and controls review

Payroll

Run on time, remitted correctly, filed on schedule.

  • Setup, onboarding and CRA employer registration
  • Bi-weekly, semi-monthly and monthly runs
  • Source deduction remittances (PD7A)
  • ROE preparation and filing
  • T4, T4A and T5 year-end
  • WCB, benefits and vacation accruals

Construction cost control

Job-level numbers for contractors and trades.

  • Job costing and budget-to-actual by project
  • Work-in-progress (WIP) reporting
  • Progress draws and holdbacks on CCDC contracts
  • Subcontractor billings and lien compliance
  • Custom dashboards for live cost visibility

Oil & gas cost control

Over a decade on upstream capital projects.

  • AFE preparation, tracking, forecasting and close-out
  • Cost coding, WBS design and commitments
  • Monthly accruals and variance analysis
  • Forecast-to-Complete and Estimate-at-Completion
  • Change management and contingency drawdown
  • Joint venture billings and partner reporting

Advisory & virtual CFO

Decision support, not just a tidy general ledger.

  • Cash flow forecasting and working capital
  • Budgeting, modeling and scenario analysis
  • Fractional controller and virtual CFO support
  • Incorporation and finance-function setup
  • Process improvement and internal controls
  • Seasonal planning for farm and build cycles

Hourly rates, published

Most firms will not tell you what they charge until the end of a sales call. Here are the rates. You pay for the hours the work takes, against an estimate agreed before anything starts, so the first invoice holds no surprises.

Recon $30 CAD/hr

Sole proprietors and very small businesses

  • Bank and credit card reconciliations
  • Categorized transactions
  • Payroll for 1 to 5 employees
Get started
Most popular Basic Bookkeeping $50 CAD/hr

Small businesses with moderate activity

  • Monthly bookkeeping
  • Payroll for more than 5 employees
  • GST and PST support
  • Basic monthly reporting
Get started
Business Plus $80 CAD/hr

Small to mid-sized firms

  • Everything in Basic Bookkeeping
  • Accounts payable and receivable support
  • Cash flow reporting
  • Business process review
Get started
Advanced Custom

Farms, construction and higher-complexity businesses

  • Complete books review
  • Financial reporting
  • Project tracking
  • Payroll coordination
  • Business process enhancement
Request a quote
Add-on services
ServiceRate
Payroll setup$150 one-time
Payroll processing$35 per employee / month
GST/HST filing only$75 per filing
Catch-up or cleanup bookkeeping$60 / hour
Financial modeling$90–125 / hour or fixed quote
Business setup advisoryFrom $350 fixed
Virtual finance managerFrom $250 / month

All amounts in Canadian dollars and exclusive of GST. Complex or high-volume files are quoted before any work begins.

Work delivered, with the numbers attached

A sample of engagements from fifteen years across capital projects, construction and owner-managed businesses.

Upstream oil & gas, Calgary area

Multi-well horizontal drilling program

Owned cost control across a multi-well drilling program valued in the tens of millions. Built the AFE tracking model that reported live cost position to project sponsors and joint venture partners, and delivered monthly variance analysis, forecast-to-complete updates and cash call forecasts.

Tens of $MProgram value under cost control
Real-timeAFE reporting to sponsors and JV partners
Facilities & pipeline, Edmonton area

Facilities upgrade and pipeline tie-in

Ran cost coding, commitments and the monthly accrual process for a facilities upgrade and pipeline tie-in. Coordinated change management and contingency drawdown reporting directly with engineering and project management, and produced the monthly cost performance and close-out packages.

End-to-endCost coding, commitments and accruals
MonthlyCost performance and close-out reporting
General contractor, Edmonton

Full-cycle bookkeeping and job costing rebuild

Implemented QuickBooks Online with class-based job costing for a mid-sized general contractor, then automated WIP reporting and the progress draw schedule. The month-end close went from fifteen days to five, which moved the numbers from a historical record to something usable mid-job.

15 → 5Days to close the month
AutomatedWIP and progress draw scheduling
SMB portfolio, Calgary & Edmonton

Cloud accounting and payroll migration

Moved multiple small businesses off desktop Sage and manual spreadsheets onto QuickBooks Online and Xero, with automated payroll on Wagepoint and QuickBooks Payroll for employers running ten to forty staff, then stayed on for the ongoing bookkeeping, GST/HST filing and monthly reporting.

10–40Employees per automated payroll run
Desktop → cloudSage and spreadsheets migrated

Modern workflows, not spreadsheet archaeology

Most small businesses do not have a bookkeeping problem. They have a systems problem that shows up as late books, surprise tax bills and jobs that turn out to have lost money two months after they finished.

  • Cloud-first by defaultQuickBooks Online, Xero and Sage Intacct, with Dext, Hubdoc and Plooto handling documents and payments.
  • AI-assisted categorizationTransactions coded consistently and reviewed, instead of re-keyed line by line each month.
  • Deliverables you can useA structured monthly package of statements, KPIs and cash position, not a shoebox returned in digital form.
  • Project-based depthFifteen years of AFE, WIP and job costing experience applied to how your work is actually priced and billed.
  • Remote-firstKelowna-based, working with clients anywhere in Canada.
15+Years in cost control and full-cycle accounting
5 daysMonth-end close achieved for a mid-sized GC
4Service levels, rates published openly
1Partner across books, payroll and advisory

Let's look at your books

A short call to understand the business, the systems you are on now and where the month-end is getting stuck. No charge, and no obligation to continue.

Based in
Kelowna, British Columbia
Service area
Serving the Okanagan, BC · Edmonton and Calgary, AB · Canada-wide, remote