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Quarterly DIY Support Plans

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Lite
$499 per Quarter

  • For sole proprietors under $150K revenue

  • Quarterly review meeting 

  • Meeting duration: 90-mins quarterly 

  • Financial health report card provided quarterly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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Standard
$699 per Quarter

  • For corporations under 400K in revenue

  • For sole proprietors under $150K - $400K revenue

  • For sole proprietors under $150K revenue

  • Quarterly review meeting 

  • Meeting duration: 90-mins quarterly 

  • Financial health report card provided quarterly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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Plus
$899 per Quarter

  • For corporations or sole proprietors over 400K in revenue

  • Quarterly review meeting 

  • Meeting duration: 90-mins quarterly 

  • Financial health report card provided quarterly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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Learn how to run your business right. This course covers CRA rules, bookkeeping best practices, full QBO training, and cashflow planning—everything Canadian business owners need to stay compliant and confident.

Online Course

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)

    • Entry-Level / Smaller Clients (DIYers) $1,000

      • → For solopreneurs or small businesses with relatively straightforward books.

      • → They’ll value having expert oversight but won’t need complex analysis.

    • Standard SMB Clients (Most Common Fit) $1,500

      • → For corporations

      • → For sole proprietors who are generating $300K - $400K revenue.

    • Higher Complexity Clients (Larger or More Complex Structure) $2,000

      • → For businesses with more transactions, multiple revenue streams, or who need more analysis during the call.

Deep Dive Diagnostic Reviews

Monthly DIY Support Plans

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Lite
$299 per Month

  • For sole proprietors under $150K revenue

  • Monthly review meeting 

  • Meeting duration: 1 hr monthly 

  • Financial health report card provided monthly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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Standard
$499 per Month

  • For corporations under 400K in revenue

  • For sole proprietors under $150K - $400K revenue

  • Monthly review meeting 

  • Meeting duration: 1 hr monthly 

  • Financial health report card provided monthly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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Plus
$599 per Month

  • For corporations or sole proprietors over 400K in revenue

  • Monthly review meeting 

  • Meeting duration: 1 hr monthly 

  • Financial health report card provided monthly 

  • Scheduled meetings only

  • Ad-hoc consulting available as needed

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DIY Bookkeeping

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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.

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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.

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It’s bookkeeping made simple, clear, and completely doable.

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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.

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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.

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💡 Flexible payment options are available at checkout, so you can invest in your learning without financial stress.

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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.

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Why Business Owners Love It

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  • You’ll learn to manage your books with confidence — no guesswork, no jargon.

  • You’ll stay in control of your finances while having expert support available when needed.

  • You’ll always know where your business stands — no surprises at year-end.

  • 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.

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