TIER 1 Starter / Cleanup & Tracking
starting at $400mo.
Keeps your books clean and compliant, without overpaying for extras you don’t need.​
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Includes:​​​
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Monthly reconciliation
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Expense categorization
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Basic P&L + Balance Sheet
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TIER 2 Contractor Core
starting at $650mo.
Know if your jobs are actually making money before the year is over.
Includes:
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Everything in Tier 1
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GST/PST filing
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Job costing setup & tracking
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Monthly profit review
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CRA remittances (excluding payroll and WCB)
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Catch errors before tax time
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Email/phone support
TIER 3 Profit Control
starting at $1000mo.
See which jobs, crews, and pricing decisions are bleeding cash.
Includes:
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Everything in Tier 2
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Weekly bookkeeping
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Labor cost tracking by job
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Material vs labor margin visibility
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Quarterly strategy call
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Year-end prep coordination
TIER 4 Fractional Controller $1,500–$2,500+ / mo
Financial clarity for contractors who are done guessing.
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Includes:
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Everything in Tier 3
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Cash-flow forecasting
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Job profitability reviews
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Support with bids & pricing logic
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CRA handling
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Priority access
Bookkeeping Onboarding
$500 one-time
Onboarding is required for all new bookkeeping clients prior to ongoing service.
Onboarding includes:
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Account review
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Cleanup assessment
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QBO configuration
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Payroll/WCB setup (if applicable)
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CRA access & authorization
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Process alignment
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Client education & workflow orientation
