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Quarterly DIY Support Plans
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Lite
$499 per Quarter
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For sole proprietors under $150K revenue
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Quarterly review meeting
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Meeting duration: 90-mins quarterly
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Financial health report card provided quarterly
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Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
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Standard
$699 per Quarter
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For corporations under 400K in revenue
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For sole proprietors under $150K - $400K revenue
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For sole proprietors under $150K revenue
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Quarterly review meeting
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Meeting duration: 90-mins quarterly
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Financial health report card provided quarterly
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Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
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Plus
$899 per Quarter
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For corporations or sole proprietors over 400K in revenue
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Quarterly review meeting
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Meeting duration: 90-mins quarterly
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Financial health report card provided quarterly
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Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
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Need a little extra support or a deeper dive into your books? You can add professional services as needed, including:
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Annual Diagnostic Review: $1,000–$2,000 per tax year (based on business complexity)
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Entry-Level / Smaller Clients (DIYers) $1,000
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→ For solopreneurs or small businesses with relatively straightforward books.
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→ They’ll value having expert oversight but won’t need complex analysis.
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Standard SMB Clients (Most Common Fit) $1,500
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→ For corporations
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→ For sole proprietors who are generating $300K - $400K revenue.
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Higher Complexity Clients (Larger or More Complex Structure) $2,000
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→ For businesses with more transactions, multiple revenue streams, or who need more analysis during the call.
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Check Out Our:
Deep Dive Diagnostic Reviews
Monthly DIY Support Plans
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Lite
$299 per Month
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For sole proprietors under $150K revenue
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Monthly review meeting
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Meeting duration: 1 hr monthly
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Financial health report card provided monthly
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Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
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Standard
$499 per Month
-
For corporations under 400K in revenue
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For sole proprietors under $150K - $400K revenue
-
Monthly review meeting
-
Meeting duration: 1 hr monthly
-
Financial health report card provided monthly
-
Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
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Plus
$599 per Month
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For corporations or sole proprietors over 400K in revenue
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Monthly review meeting
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Meeting duration: 1 hr monthly
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Financial health report card provided monthly
-
Scheduled meetings only
Reach out to us directly at support@mycbs.ca to enroll in this service plan
DIY Bookkeeping
You don’t have to be a bookkeeper to understand your numbers — you just need the right tools, training, and guidance. That’s where we come in.
At Cloud Business Services, we believe in empowering business owners who want to stay hands-on with their finances. Our DIY Bookkeeping course, Mastering Business Ownership with QuickBooks Online, gives you everything you need to confidently manage your books — and the reassurance of expert backup when you need it.
It’s bookkeeping made simple, clear, and completely doable.
Step 1: Learn the System
Start with our self-paced online course that teaches you how to manage your books the right way in QuickBooks Online. You’ll receive clear, step-by-step written guidance, interactive worksheets, and practical examples that connect your daily business activity to your financial reports.
Each section is designed to be easy to follow, with built-in checkpoints and real-world tasks so you can learn by doing. This isn’t about theory — it’s about helping you understand your numbers and feel confident using them in your business.
💡 Flexible payment options are available at checkout, so you can invest in your learning without financial stress.
Step 2: Apply Your Knowledge with Expert Support
Once you’ve learned the system, you can stay supported with our optional DIY Support Plans (See plans below) — designed to give you professional oversight and peace of mind while you maintain control of your books.
Why Business Owners Love It
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You’ll learn to manage your books with confidence — no guesswork, no jargon.
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You’ll stay in control of your finances while having expert support available when needed.
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You’ll always know where your business stands — no surprises at year-end.
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You’ll gain peace of mind knowing your books are accurate, compliant, and ready for tax time.
Ready to take control of your bookkeeping with confidence?
👉 Enroll in Mastering Business Ownership with QuickBooks Online — learn the system, apply it your way, and know we’ve got your back every step of the way.
As Needed Consultation
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Rapid Problem Solving - Get expert guidance on one specific business challenge that’s holding you back right now
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Immediate Action Plan - Walk away with clear, prioritized next steps you can implement today to move your business forward
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Expert Insight - Tap into years of experience to gain clarity and confidence in your business decisions - fast
Purchase this option here
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Deep-Dive Analysis - Thorough exploration of your business challenge with time to uncover root causes and hidden opportunities
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Customized Recommendations - Receive tailored strategies and solutions specific to your business, industry, and goals
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Implementation Roadmap - Leave with a clear, step-by-step action plan you can execute immediately or delegate to your team
Purchase this option here
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Flexible Scheduling - Book three separate one-hour sessions as needed over time, giving you expert guidance exactly when challenges arise
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Progressive Problem Solving - Tackle different business issues across multiple sessions or dive deeper into one complex challenge with time to implement between meetings
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Ongoing Momentum - Space your sessions strategically to get expert input, take action, then return for guidance on next steps—keeping your business moving forward
Purchase this option here