.png)
Projects
When something in your books or systems needs special attention, a project is often the smartest choice. It’s a one-time engagement with a defined outcome — perfect for clean-ups, diagnostics, audits, and any “something feels off” work that needs an expert eye.
Projects give you clarity, direction, and a plan you can trust, without moving into a monthly commitment unless you choose to.
What Counts as a Project?
Projects are ideal when you need help with a specific issue or outcome, such as:
-
Chart of Accounts Analysis + Clean-Up - Fixing duplicate, outdated, or confusing accounts so your reports finally make sense.
-
Deep Dive Diagnostic - A complete health check of your books. We review your file line by line to identify errors, risks, inefficiencies, and opportunities — then deliver a clear, plain-language report so you know exactly what needs attention.
-
Accounting Systems Audit - A full review of your accounting ecosystem, including workflows, app stack, controls, reporting structure, and how information moves through your business.
(Based on your Accounting Systems Audit PDF.) -
Backlog, Clean-Up, or Rescue Work - One-time repair work before you transition into Real-Time Bookkeeping, or simply to bring old records up to standard.
-
One-Time Strategy or Review Projects - Helpful for accountants, bookkeepers, or small business owners wanting an unbiased third-party review.
Our Approach
We make project work painless. Everything is scoped up front so you know what’s happening, why it matters, and what you’ll receive at the end.
You’ll get a structured process, consistent communication, and expert recommendations written in clear, human language — no jargon, no guessing.
Billing & Project Pricing
Project work comes in two flavours:
1. Flat-Fee Projects
Used for well-defined work with a clear beginning and end, including:
-
Deep Dive Diagnostic
-
Accounting Systems Audit
You’ll receive a quote before we begin so you know exactly what the investment looks like. Flat-fee projects typically include a discovery call, intake, review, written report, and a debrief session.
2. Hourly Projects
Used when the scope depends on what we discover (for example, chart of accounts clean-ups or historical fixes).
Hourly prices depend on who you want doing the work:
-
$85/hr — Regular bookkeeping or out-of-scope projects (completed by our Bookkeeping Department under supervision)
-
$150/hr — Bookkeeping Manager (Sandra)
-
$199/hr — Firm owner (Tanya)
-
$175/hr — Clean-Up or Rescue Work (using specialized tools for faster turnaround)
-
Priority work: 1.5× the hourly rate for expedited deadlines
You’ll receive an estimate before we begin, and we’ll check in if we’re approaching the upper range.
Project Spotlight
Your books tell a story — and sometimes that story needs a full edit.
A Deep Dive Diagnostic gives you a complete, honest assessment of the health of your bookkeeping.
We review:
-
account structure
-
posting accuracy
-
reconciliations
-
coding consistency
-
tax implications
-
potential CRA/IRS triggers
-
gaps in workflow or reporting
-
automation opportunities
-
system alignment
You receive a written report with:
-
what’s working
-
what needs correcting
-
the level of urgency
-
a step-by-step action plan
-
recommendations tailored to your goals
Perfect for owners preparing for growth, financing, a sale, or simply wanting peace of mind.
Flat-fee project. Quote provided based on file size and complexity.
Deep Dive Diagnostic
Your accounting ecosystem should support your business — not slow it down.
Our Accounting Systems Audit reviews your workflows, tech stack, controls, approvals, reporting, and team processes.
Using your Accounting Systems Audit Process, we examine:
-
your apps and integrations
-
data flow and bottlenecks
-
automation gaps
-
financial controls
-
reporting structure
-
security considerations
-
opportunities to streamline
You receive:
-
a detailed written report
-
workflow maps (when applicable)
-
recommended upgrades or simplifications
-
a practical implementation roadmap
-
a debrief call to walk you through everything
Flat-fee project. Final pricing based on scope.
Accounting Systems Audit
A messy chart of accounts makes everything harder.
We help you:
-
fix duplicates and inconsistencies
-
simplify and reorganize your chart
-
align your accounts with how your business actually operates
-
create meaningful categories for clean reporting
-
reduce clutter and confusion for your whole team
This is typically billed hourly. You choose the rate tier (Bookkeeping Department, Bookkeeping Manager, or Partner) depending on the level of expertise you prefer.
Chart of Accounts Analysis + Clean-Up
What You Can Expect
Most projects follow a simple, transparent flow:
-
Discovery Call
We talk about what’s going on and determine the right project for your needs. -
Scope & Estimate
You’ll receive a clear outline of the work, timeline, deliverables, and pricing model. -
Access & Intake
We gather the information and system access we need to get started. -
Review & Analysis
Our team works through your books, workflows, or systems — documenting everything. -
Report & Debrief
You get a written summary with findings, recommendations, and next steps. -
Optional Follow-Up Support
We can help you implement the plan or transition smoothly into Real-Time Bookkeeping or Profit Coaching.
Is a Project Right for You?
Choose a project when:
-
something feels “off” in your books
-
you want a file cleaned up before annual tax prep
-
you’re preparing for financing or a sale
-
your tech stack feels messy or disconnected
-
you want a neutral review of your team’s work
-
you’re not ready for ongoing bookkeeping, but you do want clarity
If your business needs consistent monthly support, you may be a better fit for Real-Time Bookkeeping — and many clients begin with a project to get their books back in shape first.
Ready to Start a Project?
Tell us what you’re facing, and we’ll help you choose the right path — no pressure, just straight, practical guidance from someone who’s seen it all.