Here's How We Can Help
Monthly Bookkeeping Packages:
Managing your books shouldn’t be overwhelming—let us handle it! We offer three service packages designed to meet your business’s needs, whether you’re just starting or growing fast. Take a look at our options and choose the one that’s right for you.
Core Business
Perfect for small businesses needing essential bookkeeping support
Starting at: $370/month*
- QuickBooks + HubDoc Subscriptions included ($70 value)
- Email Support (24-48 business hour response time)
- Categorize Transactions
- Monthly Account Reconciliation
- Financial Reporting by EOM
- Prepare and File GST/HST Returns
- Client Portal & Mobile App
- Secure File Sharing
- Year-End Tax Package (to share with your tax accountant)
- Communication with tax preparer
Business Growth
For growing businesses looking for a deeper understanding of their numbers and faster reporting
Starting at: $450/month*
- Everything in Core Business, plus:
- Faster Reporting (delivered by the 15th)
- Quarterly Financial Meetings
- Basic CRA Support
- Quarterly GST/HST Filing
Business Insights
Best for established businesses wanting to make data-driven decisions
Contact for pricing
- Everything in Business Growth, plus:
- Priority Email Support (12-24 business hour response time)
- Priority Reporting (delivered by the 10th)
- Monthly Financial Meetings
- Weekly Upkeep
*A Note About Pricing:
Transparency is important to us. That is why we offer upfront flat rate pricing for our services.
Minimum pricing is based on volume:
→ Transaction level (≤ 75)
→ Bank/credit card accounts (≤ 3 accounts)
Some things that can increase the price:
→ Higher volumes of transactions and/or bank credit card accounts
→ Use of payment processor (i.e Stripe, Square, etc.)
→ Multi-currency
→ Use of Classes/Locations
The first step is to book a discovery call with us so we can chat about your needs. After our call, we will ask for access to your current accounting system to determine the scope of work. Based on this, we will send you a proposal outlining scope and pricing of services.
Other Services:
We also offer some additional services to help meet you where you’re at!
Accounting System Setup
Let us set up your accounting and receipt management software, so you have the tools you need to stay organized and up to date!
*This service is complementary when signing up for ongoing monthly services.
Catch Up/Clean Up
Whether your books are just a bit behind or a little more than you’d like to admit, we’ve got you covered. The first step to having a clear picture of your business is to get your books caught up. Let us make sense of the mess and get you back on track.
Other FAQs:
We have chosen to support our clients exclusively using QBO as our accounting system of choice, and HubDoc for receipt management.
If you would like to work together and you are not on QBO, we can help you make the switch!
Our clients love their year-end tax package! We put everything together that you will need to file your business taxes, including financial statements and supporting documents, and you (or we) can hand that over to your accountant.
We also include communication with your tax preparer in all of our packages. So, if your accountant has any questions (and they have your permission), they can ask us directly.
→ Assistance finding and compiling supporting documents for review or audit request
→ Checking CRA online to ensure payments have been applied appropriately
→ Assistance speaking to CRA on the client’s behalf
Either quarterly or monthly, we will meet over Zoom to take a deep dive into your financials over the previous period. We will look at your key financial statements and talk about some important KPIs for your business. It is also a chance for us to ask and answer questions on the fly!
Clients especially love this at the end of the year when we look at the year as a whole and compare it to the prior year!
We can help file your sales tax, but we do not file income tax. We prepare a tax package that you can share with your accountant to help simplify the process for you!
That said, if you’re looking for a tax accountant, we’d be happy to recommend one.
Empowering Business Owners Through Financial Clarity
- support@bellamybookkeeping.com
- Edmonton, AB Canada
- Bellamy Bookkeeping