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Bookkeeping Services Levels

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Business Basics
(Historical Bookkeeping)
AKA Past/Reactive

Ideal for: Businesses that prefer a more hands-on approach to their bookkeeping and are comfortable staying closely involved in the process. This option works well for owners who keep their records organized, respond quickly to questions, and prefer to schedule compliance services separately as needed.

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Includes:​

  • Financial Operations

    • Weekly reconciliation (deposits, payments, expenses & GST/HST)

    • Weekly bank feed and receipt monitoring & processing

    • Monthly bank account reconciliation

    • Monthly financial statements

  • Financial Insight & Performance Monitoring

    • Monthly financial statements
      (historical reporting generated by QuickBooks Online)​

  • Strategic Financial Guidance

    • Not included. Strategic guidance or advisory services may be scheduled separately as needed.​

  • Compliance & Year-End Support

    • Not included in the monthly plan.

    • GST/HST preparation, year-end adjustments, and financial statement preparation may be scheduled separately if required.

  • Communication & Turnaround

    • 5 business day response time for client communication (message through client portal)​

  • Workflow Expectations

    • To maintain efficient monthly bookkeeping, timely responses to questions or requests for clarification are expected during the bookkeeping cycle.

    • Items that remain unresolved after the month has been closed may require additional work to categorize or re-categorize and may be billed separately.

  • Technology

    • QuickBooks Online 

    • Dext Prepare

 

Does NOT include:*

  • Recording sales invoices or applying customer payments

  • Year-end preparation or adjusted entries

  • CRA support

  • Monthly review calls or meetings

  • GST/HST number validation

  • Financial reports beyond standard statements

  • GST/HST filing

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*These services are available separately at $150/hour or included in Business Compliance/Insights packages. GST/HST filing: $150/quarterly filing or $300/annual filing.

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Business Compliance
(Enhanced Bookkeeping)
AKA Present/Responsive

Ideal for: Ideal for: Business owners who want peace of mind knowing their books, compliance, and reporting are monitored throughout the year. This plan provides ongoing support for GST/HST filings, financial reporting, and year-end preparation so you can focus on running your business.

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Includes:

  • Financial Operations

    • Weekly reconciliation (deposits, payments, expenses & GST/HST)

    • Weekly bank feed and receipt monitoring & processing

    • Monthly bank account reconciliation

    • Monthly financial statements

  • Financial Insight & Performance Monitoring

    • Monthly financial health report card
      (AP/AR aging, profit tracking, operational QA)

    • Monthly financial statements
      (historical reporting generated by QuickBooks Online)​

  • Strategic Financial Guidance

    • Monthly review call (30 minutes) to review financial reports and answer questions.

    • Strategic advisory and planning services are available separately if deeper financial guidance is required.

  • Compliance & Year-End Support

    • GST/HST returns prepared as required

    • Year-end preparation and adjusting entries

    • Year-end financial statements (historical reporting)

    • CRA basic support included

    • Random GST/HST number validation

  • Communication & Turnaround

    • 5 business day response time for client communication (phone, email, or message)

  • Workflow Expectations

    • To maintain efficient monthly bookkeeping, timely responses to questions or requests for clarification are expected during the bookkeeping cycle.

    • Items that remain unresolved after the month has been closed may require additional work to categorize or re-categorize and may be billed separately.

  • Technology

    • QuickBooks Online

    • Dext Prepare

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Does NOT include:

  • Recording sales invoices or applying customer payments

  • AI-generated insights or predictive analysis

  • Weekly reports

  • Quarterly reporting

  • Strategic consultation or advisory services

  • Profit coaching or business planning

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Business Insights
(Virtual CFO & Advisory)
AKA Future/Proactive

Ideal for: Growth-focused business owners who want more than accurate books. This plan combines compliant bookkeeping with forward-looking financial leadership, helping you understand where your money is going, improve profitability, and make confident financial decisions.

 

Includes:

  • Financial Operations

    • Weekly reconciliation (deposits, payments, expenses & GST/HST​

    • Weekly bank feed and receipt monitoring & processing

    • Monthly bank account reconciliation

    • Monthly financial statements

  • Financial Insight & Performance Monitoring

    • Monthly financial health report card
      (profit tracking, AP/AR trends, operational QA)​

    • Monthly financial statements enhanced with AI-driven insights
      (trend analysis and forward indicators)

  • Strategic Financial Guidance

    • Quarterly manager review calls (30 minutes)​

    • Annual partner strategy session (90 minutes)

    • Profit coaching & implementation (using Cashflow Canvas methodology)

    • Strategic cashflow and profitability planning

  • Compliance & Year-End Support

    • GST/HST returns prepared as required

    • Year-end preparation and adjusting entries

    • Year-end financial statements with partner review

    • CRA basic support included

    • Random GST/HST number validation

  • Communication & Turnaround

    • 3 business day response time for client communication (phone, email, or message)​

  • Workflow Expectations

    • To maintain efficient monthly bookkeeping, timely responses to questions or requests for clarification are expected during the bookkeeping cycle.

    • Items that remain unresolved after the month has been closed may require additional work to categorize or re-categorize and may be billed separately.

  • Technology

    • QuickBooks Online

    • Dext Prepare

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Optional Upgrades:

  • Strategic business decision support via message

  • Priority 2 Business Day Response —  Upgrade from 3 business days to 2 business day turnaround

  • Manager Calls - Upgrade from quarterly to monthly touchpoints 

  • Quarterly Partner Strategy Sessions — Upgrade from annual to quarterly 90-minute sessions with senior partner

  • Rewind Backup & Recovery — Enhanced data protection and peace of mind

  • Recording sales invoices or applying customer payments

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Image by Vitaly Gariev

Bookkeeping Services

Image by Brooke Cagle

At Cloud Business Services, we offer full-service bookkeeping tailored to your business’s unique needs.


From reconciliations to compliance reporting and financial insights, our team ensures your books are accurate, current, and meaningful — so you can make decisions with confidence.

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We focus on consistency and clarity, not chaos. There are no emergencies in bookkeeping — steady, scheduled work keeps your records clean and your stress low.

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Communication & Boundaries

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  • Bookkeeping communication is handled once per week during your scheduled bookkeeping cycle.

  • We may respond sooner, but please note there are no emergencies in bookkeeping — steady, methodical work keeps your books accurate.

  • Bookkeeping focuses on the past — recording, reconciling, and reporting completed transactions.

  • Any requests related to forecasting, projections, or future planning fall under consulting and may be billed separately.

 

Our Approach

 

We don’t rush bookkeeping — we do it right.
Our process is structured, consistent, and transparent. You’ll always know when your books are being worked on, what’s included, and how to reach us if you need help.

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With your books organized and accurate, you can finally stop reacting to what’s already happened — and start planning for what’s next.

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Billing & Pricing

 

We aim to bring every client onto fixed monthly pricing for transparency, consistency, and budgeting ease.


Your price is based on the volume and complexity of your books, and you’ll always know what’s included — no surprises.

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Sometimes, though, one-off projects, clean-ups, or special requests don’t fit a monthly model. In those cases, hourly billing may apply:

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Hourly Rates

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  • $85/hr — Regular bookkeeping or out-of-scope projects (completed by our Bookkeeping Department under supervision)

  • $150/hr — Bookkeeping Manager (Sandra) working directly on your file

  • $199/hr — Firm owner (Tanya) working directly on your books

  • $175/hr — Clean-Up or Rescue Work (completed efficiently using specialized tools, often in half the time)

  • Priority work: 1.5× the applicable hourly rate for expedited turnaround

 

Sample Fixed-Pricing Packages

 

Our fixed pricing packages are designed to provide predictable, transparent costs that fit your business’s stage and needs:

  • Business Basics – for sole proprietors and small businesses needing foundational support

  • Business Compliance – for growing businesses ready for structured reporting and oversight

  • Business Insights – for established businesses seeking real-time data and financial clarity

 

Each package is customized to reflect transaction volume, business complexity, and service level.

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