Reliable A n s w e r s
for Owner-Operators

Want to learn more about our AI-driven, tech-first bookkeeping services?

Our bookkeeping services are designed for businesses at every stage of growth, from startups establishing their financial systems to established organizations managing increasing transaction volumes and operational complexity. Whether your books need ongoing maintenance, catch-up work, or more strategic financial support, we tailor our services to meet your business requirements and help you maintain accurate, organized financial records.

Onboarding starts with discovery, clean-up or migration, then setup of reporting and payroll. We provide straightforward onboarding steps and status updates. Owners experience a frictionless process.

Our pricing basics use transparent, flexible packages with no hidden fees. Rates are based on transaction volume and business complexity. Custom quotes are developed after our initial review.

We follow strict security practices such as encrypted cloud storage and limited data access. Secure logins and regular audits keep records safe. Owners trust us to prevent unauthorized access.

Internal financial statements are prepared for management’s or directors’ purposes — marked “Internal use only“.

• They are not designed for third-party reliance or external distribution.

Upon written request at least thirty (30) days in advance, Booksi can prepare externally-shared financial statements that are not in accordance with CSRS 4200 or CAS.

• The cost for such external statements is up to one (1) month of your latest bookkeeping service fees.
• These statements are not considered Compilations and provide no form or level of assurance — marked “Unaudited“.
• Footer is marked — “Not prepared in accordance with CSRS 4200 or CAS. No assurance provided.“

Booksi does not perform Compilation engagements under the Canadian Standard on Related Services (CSRS 4200) or assurance engagements under the Canadian Auditing Standards (CAS) for Audit or Review level work.

Booksi does not express an opinion on any internal or externally-shared financial statements and readers are cautioned that they might not be appropriate for their purposes.

If you require a Compilation or any assurance-level engagement, Booksi may recommend, at your request, a qualified CPA firm to perform that work.

Booksi provides virtual bookkeeping, payroll, onboarding, Audit Guard, and Remote CFO services to businesses across Canada. Our cloud-based approach allows us to support organizations in a wide range of industries while delivering consistent communication, timely reporting, and professional financial support regardless of location.

Prospective clients can review documented client references upon request. We highlight results achieved for similar owner-operated businesses. Credibility is built on past outcomes and trusted feedback.

Our bookkeeping services scale with the complexity of your business's bookkeeping. We ensure all your unique operational needs are met. Complexity ensures the price reflects real work.

See Terms & Conditions for details.

The published complexity chart below is a sample of how we rate the complexity of real work:

Schedule a discovery call whenever you're considering professional bookkeeping support, implementing new systems, or exploring payroll or Remote CFO services. The meeting allows us to understand your business, discuss your goals, assess your requirements, and recommend the services that best fit your needs.

Our implementation timeline depends on data quality and your current systems. Clean-Up and migration are usually complete in one to four weeks. Ongoing support starts immediately for streamlined transitions.

We deliver user guidance through monthly reviews and proactive insights translated from your numbers. Ongoing advisory helps owners navigate cash flow, payroll, and controls. Consistent user guidance increases confidence.