Packages & pricing
Bookkeeping packages built for service businesses
One flat monthly rate, everything handled. Pick the pace that fits where your business is today.
Clarity
$800
Essential bookkeeping for businesses that need to keep their records straight and compliant.
✓Monthly bank & credit card reconciliations (limit of 2)
✓Monthly transaction coding & review
✓Financial statements
✓GST/HST filing (annual)
✓Year-end package for your accountant
Most popular
Control
$2,000 /mo · starting at
Enhanced support for growing businesses with more complexity and transaction volume.
✓Bank feed connections & transaction coding (limit of 4 accounts)
✓Monthly bank/credit card reconciliations
✓Financial statements
✓Accounts receivable support
✓Accounts payable support
✓GST/HST filing (quarterly or annual)
✓Quarterly check-in meeting
Momentum
$4,500
Full-service financial management for established businesses scaling up.
✓Bank feed connections & transaction coding (unlimited accounts)
✓Monthly bank/credit card reconciliations
✓Management report pack
✓Accounts receivable support
✓Accounts payable support
✓GST/HST filing
✓Quarterly check-in meeting
Questions about pricing, GST/HST, or books that are behind? See common questions
Client reviews
What it is like to work with me
★★★★★
S
Steph Daudlin
★★★★★
We were really struggling with our previous bookkeeping provider and weren't sure how to get things back on track. Balance My Books came in, took the time to assess what was already in place, and gave us a clear, easy solution to move forward. We're in a much better spot now and feel confident about how our books are being handled going forward.
B
Brooke Finlay
★★★★★
I've never worked with a bookkeeping team that made our numbers this easy to actually understand. Balance My Books doesn't just hand over reports, they help me analyze what's behind them and make real, data-driven decisions for the business. As the CEO of a growing company, I've never felt more in control of our finances. Highly recommend if you want a partner who makes your financials work for you, not a service that just files them away.
C
Cassidy Howard
★★★★★
Ryan was fantastic to work with. He's professional, knowledgeable, and responsive. He didn't just fix things without context; he helped me understand what needed to be cleaned up and why. He cleared up the areas that had me stuck and got my books organized properly. Highly recommend.
Ready when you are
Found your package? Start with the intake form.
Five minutes of detail about your business is all I need to build an accurate quote. You will hear back within one to two business days with next steps.
✓Takes about five minutes
✓No commitment, no payment details
✓Works even if your books are behind
✓Reply within one to two business days
Add-on services
Need something extra?
Tailored add-ons for specific business needs, on top of any package or on their own.
Financial guidance
A second set of eyes on decisions, budgets, and cash flow.
Cleanups & catch-up
Months or years behind? I'll get you current, no judgment. See how it works →
QuickBooks Online setup
Set up right from day one, with an hour of training included.
QBO training
Learn to run your own books with confidence.
Professional headshots
Polished business portraits for professionals and teams, Ottawa region. See the gallery →
Payroll support
Accurate, on-time payroll with source deductions and remittances handled.
Not sure which package fits?
Tell me about your business in the intake form, or book a free call and we'll figure it out together.