Perfect for freelancers and side hustlers.
✅ QuickBooks Online – 50% Lifetime Discount
✅ Chart of Accounts Review
✅ Email Support (2 per month)
✅ Quarterly Financial Health Check
For business owners who need help categorizing and reconciling
✅ QuickBooks Online – 50% Lifetime Discount
✅ Bank & Credit Card Categorization
✅ App Integration (Shopify, Stripe, etc.)
✅ Monthly Reconciliations
✅ Custom Bank Rules Setup
Full automation, setup & cleanup — stay tax-ready year-round
✅ QuickBooks Online – 50% Lifetime Discount
✅ Everything in Transaction Bundle
✅ Receipt Management
✅ Recurring Transaction Setup
✅ Custom Chart of Accounts
For businesses that want full-service monthly bookkeeping
✅ QuickBooks Online – 50% Lifetime Discount
✅ Everything in SmartBooks Bundle
✅ Monthly Financial Statements
✅ GST/HST Filing
✅ Year-End Prep for Your Accountant
✅ Ongoing Email/Slack Support
Get your QuickBooks Online account fully set up and ready to use.
✅ Company Settings & Taxes
✅ Chart of Accounts Setup
✅ Banking Connections
✅ 30-Minute Walkthrough
Behind on your books? We’ll get you back on track.
✅ Up to 3 months of bank categorization
✅ Reconciliations
✅ App transactions cleanup
✅ CRA/GST/HST preparation
✅ “Done-for-you” monthly reports
Think your books are messy? Let us find and fix the issues.
✅ Full QBO Review
✅ Chart of Accounts cleanup
✅ Duplicate/misposted transaction fixes
✅ Custom rules setup
✅ Up to 2 hours of hands-on corrections
Stop chasing paper — go digital with your expense tracking.
✅ Set up Dext or QBO Receipts
✅ Customize categories & auto-matching
✅ Email and mobile receipt workflows
✅ Link to bank rules
Set up your GST/HST correctly and learn to file on time.
✅ Set up GST/HST codes
✅ CRA online filing prep
✅ Filing walkthrough (Zoom)
✅ Report guidance
A Practical Guide to Financial Freedom
Learn how to take control of your money, create multiple income streams, and build lasting wealth—no fluff, just real strategies that work.
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