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Services

Everything your books need.
Nothing they don't.

Monthly bookkeeping, payroll and GST/HST at the core, with extra help when you need it. All for one fixed monthly price.

A clay organizer tray holding a calculator, pen, notepad, coins and a receipt roll

Monthly services

The work we do every month.

The core of every plan. Your plan decides how much of each we handle, based on the size of your business.

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Monthly bookkeeping

Every bank, credit card and payment account recorded and reconciled, every month. Your books stay current, not months behind.

Included in every plan

What's included

  • Transactions categorized every month
  • Bank and credit card reconciliations
  • Receipt and bill capture
  • Month-end close and review
  • Monthly Profit & Loss and Balance Sheet
  • Questions answered within 1 business day

Best for: Any business that wants reliable numbers without doing the books itself.

Add-on services

Extra help, when you need it.

One-time projects, quoted before any work starts. Most clients start with one of these, then move to monthly.

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Catch-up and clean-up

Months behind, or years? We bring your books current, fix what is wrong, and get you back in good standing with CRA.

Add-on · quoted upfront

What's included

  • Backlog of transactions recorded and reconciled
  • Miscategorized entries corrected
  • Overdue GST/HST returns prepared and filed
  • Payroll and remittance gaps sorted out
  • A clean starting point for monthly bookkeeping

Best for: Businesses that fell behind and want a fresh, accurate start.

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Software setup and migration

A tech stack built around your business. Moving to QuickBooks Online or Xero, or untangling a messy setup, done properly from day one.

Add-on · quoted upfront

What's included

  • QuickBooks Online, Xero or FreshBooks setup
  • Chart of accounts designed for your business
  • Bank feeds and smart rules connected
  • Migration from desktop or other software
  • Apps like Dext, Hubdoc and Plooto connected
  • Training so you know where everything is

Best for: New businesses, and anyone switching software or fixing a messy file.

Cloud-first, tech-first

Your tech stack, built around your business.

We are a tech-oriented firm. QuickBooks Online is our home base, but we don't force one setup on everyone. We design the right mix of cloud tools around your whole business, and keep it running smoothly.

  1. 1

    We learn how your business runs

    How you sell, buy, pay people and get paid.

  2. 2

    We pick the right tools

    The software and apps that fit your business, not a one-size-fits-all bundle.

  3. 3

    We set it up and connect everything

    Bank feeds, rules and automations, so data flows in and busy work disappears.

Tools we often use
QuickBooks OnlineXeroFreshBooksDextHubdocPlootoWagepointADPand more

Good to know

What we don't do.

Corporate tax returns (T2)

We don't file corporate (T2) returns. We prepare a clean year-end package for your accountant, and if you don't have one, we can introduce you to a trusted CPA.

Audits and reviews

Audit and review engagements need a licensed public accountant. We get your books ready so that work goes faster and costs less.

Not sure what you need?

Start with a free Health Check. We'll review your books and recommend exactly what makes sense for your business.

Book a free Health Check

Prefer to talk first? Call (647) 897-8301 or email harsh@scaleupaccounting.net

Book a free Health Check