Simple support for the parts of your business that keep growing more complex.
Choose the level of support you need across your books, your people and your business growth. Start with the essentials, add more structure as you grow or build a custom plan around your operations.
Bookkeeping & financial support.
From monthly bookkeeping to fractional controller and CFO-level support. Keep your books clean and your decisions grounded in real numbers.
Essential Books
What can be included:
- Monthly bookkeeping
- Bank and credit card reconciliations
- Standard chart of accounts
- Monthly financial reports
- GST/HST tracking support
- Year-end package for your accountant
- Email support
Core Books
Everything in Essential, plus:
- Customized chart of accounts
- Monthly financial review
- Cash flow tracking
- Accounts payable support
- Payroll coordination
- Owner-friendly reporting summary
- Support for QuickBooks Online workflows
Custom Books
Custom plans can include:
- Cleanup and catch-up bookkeeping
- Multi-entity bookkeeping
- Department or class tracking
- Custom financial reports
- Advanced cash flow planning
- Budget vs. actual reporting
- Controller and CFO-level support
- Coordination with your accountant or tax preparer
HR & people operations.
From basic HR structure to full people-operations support. Build a team foundation that scales without the chaos.
Essential People
What can be included:
- Employee onboarding checklist
- Employee records setup
- Basic HR document organization
- Role and responsibility templates
- Contractor vs. employee admin support
- Payroll onboarding coordination
- Email support
Core People
Everything in Essential, plus:
- Hiring process support
- Job description templates
- Onboarding workflow setup
- Employee handbook support
- Time-off and policy documentation
- Performance review process support
- Monthly people operations check-in
- Up to 10 hours of support
Custom People
Custom plans can include:
- Full onboarding system design
- Hiring pipeline coordination
- Compensation and role structure support
- HR policy development
- Team documentation and SOPs
- Employee lifecycle management
- Offboarding support
- Ongoing fractional people operations support
Marketing & growth support.
From foundational digital presence to full marketing strategy and execution. Build momentum without piecing together vendors.
Essential Growth
What can be included:
- Social media content planning
- Basic social media management
- Monthly content calendar
- Light content development
- Basic SEO review
- Google Business Profile optimization
- Monthly marketing activity report
- Email support
Core Growth
Everything in Essential, plus:
- Active social media management
- SEO content development
- Blog & article writing
- Basic paid advertising support
- Email marketing setup
- Performance dashboard & analytics
- Monthly strategy call
Custom Growth
Custom plans can include:
- SEO strategy and implementation
- Ongoing blog/content development
- Social media across multiple platforms
- Paid search & paid social advertising
- Landing page strategy and optimization
- Campaign creative direction
- Email marketing support
- Analytics dashboards and reporting
- Marketing strategy and monthly planning
- Coordination with designers, developers, or other vendors
Looking for a specific service? Here’s where it fits.
If you arrived from one of our service pages, here's exactly where each offering lives in our plans
BETTER TOGETHER
Combine plans across Books, People and Growth for one coordinated team.
Most clients work with us across multiple areas of their business. When you bundle, you get a single dedicated team that understands all of your operations — not three separate vendors who don't talk.
One coordinated team across finance, HR, and marketing
Bundled pricing typically less than the sum of individual plans
Shared insights between your finance, people, and growth functions
Single point of contact, single monthly invoice
Bundle Discount
when you combine plans
Final savings vary based on the plans you combine and the scope of your engagement.
Get a Bundle QuotePricing FAQs
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These are starting points based on a typical client at each level. Final pricing is scoped after our first conversation — based on your business size, complexity, and the specific services you need.
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No. We work on month-to-month engagements. We earn your business every month through results, not contractual lock-in.
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Yes — and most of our clients do. When you engage us across multiple areas, you get one coordinated team and we typically offer bundled pricing that's less than the sum of the individual plans.
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Each plan includes a set of named services — like Full-Service Bookkeeping, Fractional Controller, or SEO. Use the Services Map above to see exactly where each service lives, or check the "Services Included" chips on each plan card.
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Our plans are designed to scale up or down with your business. Move from Essential to Core when you're ready, or scale back during quieter periods — no penalty, no renegotiation hassle.
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Sometimes. If your books need significant cleanup or your systems need to be set up from scratch, we may scope a one-time onboarding fee. We'll be upfront about it before any work begins.
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That's what the consult is for. We'll review where you are, what you're trying to accomplish, and recommend the right starting point — even if it's the smallest plan. We'd rather earn your trust than oversell you.
Ready to find the right fit for your business?
Book a consult — we'll review where you are, recommend the right plan, and give you a clear monthly quote.