From first call to monthly reports, here is exactly what happens when you work with Fluent Books. No surprises.
A 15-minute conversation where we learn about your business, your current bookkeeping situation, and what you need. No sales pitch — just honest advice on whether we are the right fit.
Within 24 hours, you receive a plain-language proposal with the exact services we recommend, the monthly cost, and what is included. Our pricing page shows ranges; your proposal shows your actual price.
Once you approve, we handle the setup. We connect to your bank feeds, configure your QuickBooks Online (or set one up), and organise your chart of accounts. You share read-only bank access — we handle the rest.
Every month, we categorise your transactions, reconcile your accounts, and deliver clean financial statements (Profit & Loss, Balance Sheet, Cash Flow) by the 10th. If anything looks unusual, we flag it before you have to ask.
You get 24/7 access to a live financial dashboard showing revenue, expenses, cash position, and key metrics. No waiting for month-end to know where your business stands.
When tax season arrives, your books are already clean. We prepare your year-end package and either file your T2 directly or hand everything to your accountant in a tidy bundle. GST/PST filings happen quarterly — with proactive deadline tracking to help ensure nothing is late.
Email us before noon and we aim to respond the same business day.
256-bit encryption, two-factor authentication, and read-only bank access only.
Month-to-month service. Stay because we earn it, not because a contract says so.
Book your free 15-minute discovery call. We will take it from there.