Our Services

Bookkeeping & Trucking Services

Looking for more flexibility? Any service we offer can be added to any package for a customized fit.

Packages Starting At $300/ Month

Bookkeeping Packages

Boutique

For small, low-volume businesses keeping things simple.

Secure client portal (uploading receipts & documents, downloading reports)
Up to 100 transactions/ month
1 bank + 1 credit card account reconciled
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Payroll: Not Included (add-on available)

Growth (Most Popular)

For scaling businesses that need more reporting & payroll support.

Secure client portal (uploading receipts & documents, downloading reports)
Up to 300 transactions/ month
Up to 3 accounts reconciled monthly
Financial statements
Payroll for up to 10 employees included
Custom chart of accounts

Concierge

For established businesses that want full-service financial management.

Secure client portal (uploading receipts & documents, downloading reports)
Up to 600 transactions/ month (weekly reconciliations)
Unlimited accounts reconciled
Custom reporting
Payroll for up to 25 employees included (add-on available for additional employees)
Custom chart of accounts

Packages Starting at $199/ Month

Professional Driver Packages

The Breaker 1-9

Perfect for the 1 Truck Owner Operator.

10 Transactions
1 bank & 1 credit card account reconciled
Quarterly statements
GST/HST summary
Year-end reports
Year-end ready books
Secure client portal to upload receipts & download reports using your cell phone or laptop/PC from the road or home.

The No Weigh Station Worries

Perfect for the Owner Operator wanting more.

Unlimited transactions
1 bank & 1 credit card account reconciled
Monthly/ Quarterly statements
GST/HST filings
Year-end reports
Year-end ready books
Secure client portal to upload receipts & download reports using your cell phone or laptop/PC from the road or home.

The Super Trucker

Perfect for the Owner Operator Fleet

Unlimited Transactions
Bank & credit card accounts reconciled
Monthly/ Quarterly statements
GST/HST filings
Year-end reports
Year-end ready books
Accounts receivable
Accounts payable
Payroll up to 5 employees
Add-on available for 6+ employees
Secure client portal to upload receipts & download reports using your cell phone or laptop/PC from the road or home.

The Road Warrior

Perfect for the 1 Truck Owner Operator with Own Authority

Unlimited transactions
Bank & credit card accounts reconciled
Monthly/ Quarterly statements
GST/HST filings
Year-end reports
Year-end ready books
Accounts receivable
Accounts payable
Payroll
WSIB
IFTA

The Convoy

Perfect for the Growing Fleet with Own Authority

Unlimited transactions
Bank & credit card accounts reconciled
Monthly/ Quarterly statements
GST/HST filings
Year-end reports
Year-end ready books
Accounts receivable
Accounts payable
Payroll
WSIB
IFTA
Add-on per truck

Our services can be provided on a stand-alone basis or bundled into a tailored package.

Bookkeeping

Accurate, reliable books so you always know where your business stands.

Monthly
Financial statements (Profit & Loss, Balance Sheet, Cash Flow)
Custom chart of accounts setup & cleanup
HST/GST/PST tracking and filing to keep your business compliant and audit-ready
Accounts receivable & payable management
Year-end preparation
Secure client portal (uploading receipts & documents, downloading reports)

Onboarding Made Simple

We know switching bookkeepers (or starting fresh) can feel overwhelming. That's why we've built a smooth onboarding process to get you up and running quickly.

Chart of accounts cleanup & system setup
Connection to our bank feeds and accounting software
Catch-up and cleanup (if needed)

Payroll

Simple, stress-free payroll management so you never miss a payday.

Payroll processing for employees & contractors
Direct deposit setup
Payroll tax filings & compliance (WSIB, Source Deductions & Garnishments)
Year-end reporting (T-4s, Remittance to CRA)

Accounts Receivable & Payable Management

Efficient management of accounts receivable and payable to support steady cash flow.

Invoice processing & client follow-ups
Bill payment schedule & vendor management
Accounts receivable & accounts payable reports

Tax Services

From simple returns to corprate filings, we've got you covered.

Personal Tax

Year-end preparation for your Accountant
Individual tax return preparation & filing
CRA correspondence support

Corporate Tax

Year-end preperation for your Accountant
HST/GST filing, support & integration with your year-end compliance.
Year-end corporate return preparation
Quarterly estimates & compliances filing
CPA on retainer (if desired)

Administrative Services

Let us handle the back-office so you don't have to.

Vendor bill payment scheduling
Invoicing support & client follow-ups
Document management, filing & storage (Paper & Cloud)
General office administration support
Business mailing address & mail management
Data entry & record keeping

Personal Account Management

Because your personal finances deserve the same care as your business.

Household bill payments & account tracking
Personal record keeping and expense management
Organized financial reports

Professional Driver Options

Your time is valuable. Spend it at home. Not on paperwork.

IFTA
IRP Annual Report
Full Service applications (CVOR, IRP, IFTA, US DOT, MC, BOC-3)
CVOR application
CVOR renewal
HUT, KYU & New Mexico heavy use applications
Expense tracking
Payroll
Compliance reports
Financial statements
Driver hiring evaluation (From a 25 year driver/recruiter on staff)
Tax preparation & filing

Every client is a priority. Whether you're just starting out or running an established business, you'll receive the same high level of service and respect.

Book a Free Consultation