Price List
Consulting and cloud migration services
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Small business migration consult $150/hr
One on one in-depth discussions on your current situation.
Analyze your business processes, research and recommend solutions.
Final report issued with recommend course of action. -
App Advisory $150/hr
We will work with you to identify areas of automation or potential optimization
Research potential software apps for your situation
Help you to implement the apps
Integrate with your accounting software where possible
Work with you and your staff to keep things running smoothly. -
Sage to QBO Migration $1000
Our most popular conversion service
We will migrate your Sage 50 desktop file to QuickBooks Online.
Setup QuickBooks online properly.
Do the first months bank and or credit card reconciliation.
One hour one on one training with you or your staff
Provide a summary report on conclusion with any other recommendations. -
Convert from legacy system TBD
This service is for you if you have a non-standard or just very old accounting system and you want to convert to QuickBooks online or Xero.
Two options exist, one to bring over the accounting balances or to bring over historical transactions.
This is a custom service, please connect with us for more information.
Accounting and Bookkeeping Rates
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Ongoing Monthly Bookkeeping $299/m
Ideal for those who are looking for the most current information to run their business.
Includes:
Posting up to 100 transactions
Up to 2 bank account/ credit cards
Monthly Reconciliations
Cloud accounting software
Document management software
Annual GST Return
Email Support
Additional bank or credit cards $25/each
Excess transactions $2
Regular monthly bookkeeping is only available with signed pad agreement or retainer. -
Catchup or Budget Bookkeeping $199/m
Ideal for small business wanting their bookkeeping only to prepare a tax return.
Includes:
Posting up to 100 transactions
Up to 2 bank account/ credit cards
Monthly Reconciliations
Cloud accounting software
Document management software
Email Support
Additional bank or credit cards $25/each
Excess transactions $2
Catchup bookkeeping is available for small businesses behind in their bookkeeping (also known as 'box' jobs) -
Setup fee $250
One time setup fee.
May include:
Assessment of current state of bookkeeping file.
Setup of your file on our end.
Waived with sign up of Pad Agreement. -
Bookkeeping assessment $250 - $500
A deep look into the state of your bookkeeping with a full list of recommendations to move forward.
50% of fee will be applied to any additional services purchased. -
Document handling/sorting/scanning $25/30 min
To organize, sort, scan or otherwise manage paper documents. Required on ALL box jobs.
Want to scan yourself? Connect with us before you start scanning for information on the best way to scan in your documents or check our faq for link to a 'how to scan' document. -
Consulting fee $150/Hr
For one time projects, technical consulting, software research and implementation.
2 hour minimum for onsite* visits, discounts for longer projects.
* Onsite available in the Okanagan area only.
A la Carte Pricing
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Hourly bookkeeping $50
For one time bookkeeping projects or for clients who prefer hourly billing.
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Senior Bookkeeper $75
Review existing bookkeeping
Training on software
Correct bookkeeping Issues from previous bookkeeper/accountants -
Payroll Call for pricing
We have several options for payroll depending on your needs.
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One hour meeting with a CPA $150
Cash flow planning
Business Strategy
General Business discussions
For existing clients only minimum charge 1/2 hour.
