Book a free bookkeeping consultation — a 30-minute call where we review your situation and recommend the right service. No pressure, no upsell. If we are not the right fit, we will say so.
Tell us about your business, your current bookkeeping situation, and what is causing you pain.
Based on what you tell us, we suggest the right tier and services — no upselling.
You get a fixed monthly price on the call. No follow-up emails with hidden fees.
No pressure. Take as long as you need. We send a plain-English proposal you can review.
Every connection between your bank, our tools, and your portal uses TLS 1.2 or higher in transit. Files at rest sit on servers using AES-256, the encryption standard used to protect classified information by governments worldwide.
Our access to your bank accounts is restricted to read-only bank feeds through your accounting software. We can see and categorise transactions, but we never have signing authority, debit card access, or the ability to initiate transfers. Money movement stays entirely with you.
The platforms in our stack store Canadian customer data in Canadian data centres, under Canadian privacy law (PIPEDA). Wagepoint is hosted entirely in Canada. Your personal information stays under Canadian jurisdiction and is not routed through US servers.
Two-factor authentication is required on every platform our team accesses — QuickBooks Online, Wagepoint, Plooto, Dext, and the client portal. No exceptions, no shortcuts, no shared logins.
We carry professional liability insurance. If we make an error, we correct it at no cost to you and cover any penalties directly related to our mistake.