Monthly support packages tailored to your business goals. Whether you're just starting or scaling fast, there’s a plan that keeps your numbers clean and your stress low.
Elevate
Elite
For the business owner just starting out.
Lite
Lite Plus
For the business owner who wants more clarity
For the business owner ready to grow with insight
For the business owner who wants a financial partner.
monthly bookkeeping
Lite plus Bookkeeping
Starting at $400/month
For the business owner who wants reliable numbers and just a bit more strategy baked in.
-Everything in Lite
-Monthly Profit & Loss with insights
-Customized Chart of Accounts (setup + maintenance)
-Quarterly 30-min review call
-Quarterly email summary with visual charts & written insights
Includes:
Elevate Bookkeeping
Starting at $500/month
For the proactive business owner who wants strategic guidance and deeper insights to drive decisions.
-Everything in Lite Plus
-Profitability analysis (POS/sales data access required)
-Tailored category review
-Ad-hoc custom reports
-Monthly 15-minute check-in call
-Priority email support
Includes:
ELite Bookkeeping
Starting at $600/month
For the business owner who wants a hands-on partner in their finances — someone in their corner every step of the way.
-Everything in Elevate
-In-depth KPI tracking
-Action-oriented insights to support smarter decisions
-Unlimited email support
-Text access for quick questions
-Priority scheduling for reviews
Includes:
Whether you’re behind, overwhelmed, or something just feels… off, I’ll meet you where you are and help you move forward with clarity.
You’re behind on months of bookkeeping or haven’t started at all. Let’s bring things up to speed.
Catch-Up
Clean-Up
Your books exist, but they’re messy. Categories are off, things don’t reconcile, or it just doesn’t feel right.
books need some tlc?
Please note: Pricing for these services varies depending on account volume, transaction history, and overall complexity. Catch-up and clean-up services are available exclusively to clients who are starting an ongoing monthly bookkeeping package.
You manage your own bookkeeping, but want a monthly review to ensure everything is accurate and aligned. Get clarity, clean reports, and expert feedback — without handing it all over.
Starting at $175/month
DIY support
Includes:
-Monthly reconciliation
-Review of categorized transactions
-Monthly Profit & Loss report
-Notes and feedback to improve accuracy
-Email support for quick questions
Get your books off to the right start with a structured QuickBooks Online setup. Whether you’re brand new or just need a reset, these packages lay the foundation for accurate, efficient bookkeeping.
Setup Elevate
Setup Elite
Setup Lite
Setup Plus
Done Right
Your QuickBooks,
-Fully scoped and quoted after a review
-Great for inventory, multiple systems, and complex structures
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Best for: Multi-entity or product-based businesses with advanced needs
Quickbooks: Setup Elite- Custom Quote
Whether you send 10 or 100+ invoices a month, these packages help you stay on top of your cash flow — without the hassle of follow-ups, templates, or tracking.
elevate invoicing
Elite invoicing
Lite Invoicing
Lite Plus invoicing
Done-for-You Invoicing
Lite invoicing
Starting at $75/month
Best for: Low-volume invoicing.
-Up to 10 invoices/month
-Payments applied
-Basic template setup
-Invoice status tracking
-Basic template setup
-Invoice status tracking
Includes:
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Lite plus invoicing
Starting at $125/month
Best for: Steady invoicing needs.
-Weekly open invoice check-ins
-Recurring invoice setup
-Product/service list organization
Includes:
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Elevate invoicing
Starting at $195/month
Best for: Businesses focused on cash flow
-Monthly invoicing summary
-Reminder settings & late fee review
-Insights by client or service
Includes:
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ELite Bookkeeping
Starting at $325/month
Best for: businesses ready to hand it all off
-Unlimited invoices
-Full-service: create, send, apply payments, follow up
-Customer statements
-Monthly income summary
-Priority response for invoice-related issues
Includes:
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From calculating overtime and benefits to filing remittances and providing pay stubs, payroll involves a lot of detail that can be overwhelming if handled manually. By letting a professional take care of it, you free up time, reduce costly mistakes, and ensure your team is paid correctly and on schedule - every single pay run
elevate payroll
Elite payroll
Lite
payroll
Lite Plus payroll
Payroll
1-2 employees
3-4 employees
5-7 employees
8-10 employees
Lite payroll
Starting at $150/pay run
small team
1-3 employees
- wages, deductions
- cra remittances
- direct deposit setup
- vacation pay tracking
-employee pay stubs
- year end t4
Includes:
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Lite plus payroll
Starting at $200/per run
growing team
3-5 employees
- cra remittances
- direct deposit setup
- vacation pay tracking
-employee pay stubs
- year end t4
Includes:
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Elevate payroll
Starting at $250/pay run
growing team
3-5 employees
- cra remittances
- direct deposit setup
- vacation pay tracking
-employee pay stubs
- year end t4
Includes:
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ELite payroll
Starting at $300/pay run
full team
8-10 employees
- cra remittances
- direct deposit setup
- vacation pay tracking
-employee pay stubs
- year end t4
Includes:
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Ask A Bookkeeper
Needless to say we have been very happy with your forward communication and expertise regarding bookkeeping and tax prep. You have given us a sense of ease since we hired you on. Thanks for all you do.
"You have given us a sense of ease since we hired you on."
-Double R Ranch Ltd.
Twila is so great! I find her so helpful as well kind and easy to get along with. I appreciate her knowledge and the way she educates you to help you get the most out of your service. It’s so great feeling more confident in my books and knowing I have someone in my corner to help me out whenever I have questions! Highly recommend!
"It’s so great knowing I have someone in my corner."
-Candle & Comfort
Words cannot describe the relief I felt when I decided to work with Twila. She is patient, knowledgeable, understanding and most importantly has always created an environment where I can ask her anything related to my books. I could not recommend her enough! If you are looking for a way to simplify your life during tax season and throughout the year - you've found your person!!
Words cannot describe the relief I felt when I decided to work with Twila. Owning a small business comes with so many rewards but also a lot of responsibilities (especially with book keeping) that are quite frankly not everyone's strong suit. Twila is patient, knowledgeable, understanding and most importantly has always created an environment where I can ask her anything related to my books (even if it might be the most simple answer). I could not recommend her enough! If you are looking for a way to simplify your life during tax season and throughout the year - you've found your person!!
"Words cannot describe the relief"
-The Pink Room Beauty Bar
10/10 recommend Twila for any business bookkeeping! She is super helpful and knowledgeable on any business questions I have. I will always recommend her to clients and fellow contractors!
"I will always recommend her"
-Tyler Wrigley - Contractor
