Bookkeeping Services

Bookkeeping Services Levels

Business Basics
(Historical Bookkeeping)
AKA Past/Reactive

Ideal for: Budget-conscious business owners with accounting experience who just need accurate historical records and prefer to handle year-end, CRA matters, and financial planning independently.

Includes:

Weekly support during the bookkeeping cycle (phone, text & message)
Weekly reconciliation: deposits, payments, expenses & GST/HST
Weekly bank feed and receipt monitoring
Monthly bank account reconciliation
Monthly financial reports (automated by QBO)
Software: QuickBooks Online Essentials + Dext

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

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

Business Compliance
(Enhanced Bookkeeping)
AKA Present/Responsive

Ideal for: Business owners who want complete peace of mind — CRA-ready books, monthly support, year-end preparation, and no surprise fees. Everything you need for one predictable monthly price. Clear reporting on current financial position without predictive trends.

Includes:

Weekly support during the bookkeeping cycle (phone, text & message)
Weekly reconciliation: deposits, payments, expenses & GST/HST
Weekly bank feed and receipt monitoring
Monthly bank account reconciliation
Monthly financial reports (automated by QBO)
Monthly financial health check report card (AP/AR aging, profit tracking, comprehensive QA)
Monthly review call (30 minutes) — walk through your report card, answer questions, discuss financial health
GST/HST returns prepared as required — INCLUDED
Year-end preparation & adjusted entries included
Year-end financial statements (no insights - historical reporting only)
CRA basic support included
Random GST/HST number validation
Software: QuickBooks Online Essentials + Dext

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

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

Ideal for: Growth-focused business owners ready to optimize profitability. Includes quarterly Cashflow Canvas profit coaching, strategic planning, and ongoing CFO-level advisory — where bookkeeping meets financial leadership with forward-looking AI-powered insights.

Includes:

3 business day communication turnaround (phone, text & message)
Weekly reconciliation (deposits, payments, expenses & GST/HST)
Weekly bank feed and receipt monitoring
Weekly reports (automated by QBO)
Monthly bank account reconciliation
Monthly financial health check report card (AP/AR aging, profit tracking, comprehensive QA)
Monthly financial statements with AI-generated insights (trend analysis and forward indicators)
Quarterly financial statements with deeper AI insights (confirmed and enhanced by manager or partner)
Quarterly manager calls (30 minutes, 4× per year) — walk through report card, answer questions, discuss financial health
Annual partner strategy session (90 minutes, 1× per year) — in-depth review of KPIs, cashflow analysis, business strategy, and profitability optimization
Cashflow Canvas (Profit Coaching Course) implementation and strategic profit planning
GST/HST returns prepared as required — INCLUDED
Year-end preparation & adjusted entries included
Year-end financial statements with comprehensive AI insights (senior partner review and enhancement)
CRA basic support included
Random GST/HST number validation
Software: QuickBooks Online Plus + Dext

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

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.

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.

Communication & Boundaries

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.

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

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.

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

Hourly Rates

$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.