12 Months of Bookkeeping
First Month Free

Sign up for a full year of bookkeeping and get your first month completely free. We are also including full standard data migration at no charge. Due to migration capacity, this offer is strictly limited to 10 businesses.

1 Month Free

$0 Data Migration

10 Slots Total

What Your Monthly Bookkeeping Includes

Transaction Categorization

We import all bank statements and accurately categorize transactions based on your chart of accounts.

Bank & Credit Card Reconciliation

We reconcile accounts monthly to ensure your books always match your actual bank balances.

Sales Tax (GST/HST) Tracking

We record HST/GST to ensure your business records remain fully compliant and audit ready.

Accounts Receivable & Payable Tracking

Keep a clear, accurate watch on money coming into the business and money going out.

Monthly Financial Reporting

We prepare and deliver your core financial reports every month so you have a clear picture of performance.

Monthly Book Review & Accuracy Check

At the close of each month, we perform a rigorous review to ensure absolute data accuracy across your accounts.

Standard migration services typically valued at ~$3,500 are included at no charge with this promotion.

How the Free Migration Works

When a client joins, we handle the setup and transition into Zoho Books so they can start fresh without disruption. Our standard migration is designed to get clients up and running quickly with clean, accurate books. It includes:

Chart of Accounts Setup We build and structure your foundational accounting categories.

Opening Balances We seamlessly import your opening balances, including Accounts Receivable and Accounts Payable.

Customer and Vendor Setup We handle core CRM connections and vendor creation, if applicable to your workflow.

Bank Feed Connection We securely connect your live banking feeds to keep data synced automatically.

Note: This approach focuses on a clean go live rather than bringing in full historical data. If a client requires additional work—such as historical data migration, inventory setup, or cleanup of existing books—this is handled separately based on scope.

The following services are outside the scope of our standard bookkeeping offering:

Creating or sending client invoices
Daily tracking or follow up on overdue invoices
Processing payments on your behalf
GST/HST filing and remittances
CRA correspondence, submissions, or compliance filings
Year end accounting, tax preparation, or CPA level work

The discovery session is free and takes about 30 minutes. No commitment required. We will review your current bookkeeping setup, discuss the full scope of the engagement, and make sure everything is the right fit before anything is agreed upon.