Bookkeeping & Accounting
Let us mind your finances.
Financial foundations for
solopreneurs & consultants in British Columbia
Robin
Basic Bookkeeping
Starting from$550/mo
Foundational accounting & compliance. Ideal for new and early stage consultants, freelancers, solopreneurs without employees.
- Xero Bookkeeping - Monthly
- 2 Bank/Credit Card accounts
- Annual GST filing
- Monthly Reports
- Tax-ready Books
- Weekly email support
Falcon
Advanced Bookkeeping
Starting from$850/mo
Ideal for growing consultants, solopreneurs and freelancers without employees who need enhanced reporting and a strategic sounding board.
- Xero Bookkeeping - Monthly
- 4 Bank/Credit Card accounts
- Enhanced Monthly Reporting
- Tax-ready Books
- Annual GST filing
- Semi annual review meeting
- Unlimited email support
Eagle
Mini CFO
Starting from$1350/mo
Strategic financial leadership without the full time cost. For when you have outgrown the books and need someone thinking about the bigger picture.
- Xero Bookkeeping - Weekly
- 5 Bank/Credit Card accounts
- Custom Monthly Reporting
- Tax-ready Books
- Annual or Quarterly GST filing
- Quarterly financial review meeting
- 13 week Cashflow Forecasting
- Unlimited email + phone support
Add-On Services
Specialized projects to get your financials on track.
Xero Setup & Migration
Start off on the right foot. We handle the complete setup of your Xero environment, or carefully migrate your historical data from another platform without losing a single detail.
One-Time FeeHistorical Catch-up & Clean-up
Months (or years) behind? We will untangle your historical data, reconcile past accounts, and bring your books to an audit-ready state before your monthly subscription begins.
Custom QuotePricing for Solopreneurs, Consultants & Coaches
We offer 3 packages, choose what suits you or we can help.
Pricing for Charities, Non Profits & Small Businesses
We offer 3 packages, choose what suits you or we can help
Robin
Foundational accounting & compliance. Ideal for new, early-stage, or holding companies that need an audit-proof financial foundation.
- ✓ Xero Monthly Bookkeeping (Up to 2 accounts)
- ✓ Annual GST filing
- ✓ Monthly Financial Reports
- ✓ CPA Ready Year-End Closing
- ✓ Weekly Email Support
Falcon
For growing BC businesses that need frequent updates, complex revenue clarity, and total provincial compliance management.
- ✓ Everything in Robin
- ✓ Up to 4 bank / credit card accounts
- ✓ Revenue Recognition
- ✓ Annual GST filing
- ✓ Enhanced Monthly Financial Reports
- ✓ Semi financial review meetings
- ✓ Unlimited email support
Eagle
For established companies ready for near real-time financial tracking, full sales tax/regulatory compliance, and proactive cash management.
- ✓ Everything in Falcon
- ✓ Up to 6 bank / credit card accounts
- ✓ Weekly Bookkeeping
- ✓ Advanced KPI dashboard
- ✓ 12 Weeks Cash Flow Forecasting or Budgeting
- ✓ Annual or Quarterly GST filing
- ✓ Monthly or Quarterly Review Meetings
- ✓ Unlimited Support (Priority email + Phone)
Prices in CAD and exclude applicable taxes. Catchup bookkeeping is billed separately. Chart of accounts setup not included.
Xero Setup & Migration
Start off on the right foot. We handle the complete setup of your Xero environment, or carefully migrate your historical data from another platform without losing a single detail. One time fee if no chart of accounts exists or if migrating from spreadsheet to software.
Historical Catch-up & Clean-up
Months (or years) behind? We will untangle your historical data, reconcile past accounts, and bring your books to an audit-ready state before your monthly subscription begins. Contact us for a custom quote.
Transparent Pricing
We don’t believe in mystery invoices or hidden fees. Our tiers are starting points because every client has their own unique data and transaction volumes. We customize your final price during our 30-Minute discovery call or before end of day given the availability of data. The price we agree is what you pay. No surprises, Ever. Pricing is reviewed once a year, and if anything changes you'll hear from us in advance, never on an invoice.
Our process is simple and thoughtful
Contact us
We start with a 30 minute conversation to understand your business, your current setup, and what’s not working.
We set up & take over
We take over or setup your Xero or clean up any backlog, and establish a consistent quarterly or monthly rhythm.
Communicate Clearly
Every client is different. We stay flexible and responsive to make sure the process fits you. We communicate clearly and regularly.
Clear reports every month, quarter or annually
Each month you get financial reports that tell you exactly where your business stands and flags anything that needs your attention. We aim to complete everything by the 20th of the next month.