Premium Ottawa Bookkeeping Services
Are you concerned that you don’t have up to date information on the health of your business? If you’re tying to plan for your business then you need to have a crystal clear picture of your current financial position and performance. Our Ottawa bookkeeping service is designed to be more than just basic compliance, rather we focus on making sure that you get monthly financial reports quickly (guaranteed within 30 days of month close), that the information is quality (reviewed by a senior accountant) and that there is always someone you can easily contact should the need arise.
Pricing & Services
We like to be transparent, so below is a table with indicative pricing. You just need to know the total number of bank and credit card transactions that your business incurs in an average month. The table also outlines the various services that are included as standard in our monthly Ottawa bookkeeping service. We handle all record keeping, GST/HST/PST returns and if required payroll (an additional service). For corporate income tax returns we work closely with a number of CPA accounting firms that we can strongly recommend. For a detailed quote please book a free call today.
| Starter < 15 transactions | Essential <100 transactions | Growth >100 & <250 transactions | Established >250 transactions | |
| Base price – indicative only Ottawa bookkeeping services | $399/month | $499/month | $849/month | Custom Quote Only |
| Catch Up Work | Custom Quote | Custom Quote | Custom Quote | Custom Quote |
| Monthly Financial Reports (Unadjusted) – within 30 days of month close | Y | Y | Y | Y |
| Reviewed by an accountant – monthly | Y | Y | Y | Y |
| Fractional CFO Consultation Calls – 2 sessions per annum | Y | Y | Y | Y |
| 1 custom report per year (e.g. a budget, forecast or custom KPI tracker) | Y | Y | Y | Y |
| Bank Reconciliations | Y | Y | Y | Y |
| Receipt Management | Y | Y | Y | Y |
| Third party integration management | Y | Y | Y | Y |
| Tagging & Classes | Y | Y | Y | Y |
| GST/HST preparation & filing | Y | Y | Y | Y |
| PST preparation | Y | Y | Y | Y |
| Software subscriptions (Accounting and receipt management software) | Y | Y | Y | Y |
Why Choose Plyo Bookkeeping
Our Ottawa bookkeeping service excels at getting clients into good financial habits, as you’ll receive monthly financial reports to review. We also understand that explaining the numbers is just as important as preparing them, so we take pride in going above and beyond when it comes to answering client queries in jargon free, easy to understand English. We have the senior accounting background required to deal with more complex reporting requirements, with exceptional experience across a number of industries. Here’s a few more reasons to work with us:
- Modern bookkeeping is all about leveraging the latest technology, and there are now a vast array of industry specific software applications that can be integrated into your finance system. We have the expertise to navigate this software ecosystem, allowing us to set up efficient accounting systems.
- You can finally put all those paper receipts in the recycling bin. Our Ottawa bookkeeping service will set you up with a smartphone app which allows you to use your phone to upload a picture of the receipt or invoice in just a couple of clicks.
- Get more hands off by granting us view only access to your company bank accounts. This will allow us to pull statements and investigate transactions on our own, meaning less month end queries for you.
- Finding out that there’s a problem with your margin 6 or 12 months after the fact is too late. We provide monthly financial reports within 30 days of month close, allowing you to quickly and easily monitor your performance. If you need to know even faster then we can complete your books within 15 days as a premium add on.
- Business is always changing, and it’s likely that you’ll need some fractional CFO time at some point. Our standard Ottawa bookkeeping service includes 2 in-depth consultation calls per annum, plus 1 custom report per annum. That’s sufficient resource to help you put numbers on a major strategic decision, prepare a simple annual budget or assess your short term cash-flow. If you need more substantial CFO time – check out our fractional CFO page.
- Payroll on a bi-weekly or monthly basis, with employee and CRA payments fully automated and managed by Plyo Bookkeeping (This is a separate service add on – see our payroll page
- GST/HST/PST filing and compliance. If you’re GST registered then it’s important that you’re claiming all of the input GST/HST available to you. We make sure that you don’t overpay on your GST/HST returns.
- Bookkeeping can be straight forward, but it can also get very complicated very fast. As a firm we have great experience dealing with high-transaction volumes, custom billing system and international trade. Our Ottawa bookkeeping service can advise and assist on how best to structure your finance department for the unique needs of your business.
How We Deliver – Ottawa Bookkeeping Services
As soon as you’re ready to start onboarding, we’ll get you set up on our client portal. All of our information requests will be in one place, making it easy for you to keep track of exactly what you still need to provide. No one likes a long and drawn out onboarding process, so we aim to complete your onboarding within 30 days – provided you can give us all the necessary information in a timely manner.
Once onboarding is complete, you’ll move onto our monthly Ottawa bookkeeping service. We’ll create templates for any custom processes we need for your business, and set reminders in our internal system for all of your tax and reporting deadlines. Any information we need from you will be posted to our portal, and you’ll get an automatic reminder each week if there are any outstanding questions that need answering. Your books will be prepared by one of our staff and then reviewed by a senior accountant. Once completed you’ll be issued with financial reports for the month. Check out our ‘Welcome to Plyo’ video to learn how we help our clients succeed.
About Our Quoting Process
We bill for our Ottawa bookkeeping service on a fixed monthly fee basis, meaning that you don’t have to worry about unexpected costs. To prepare our quote, we normally have a discovery call (via phone or video) and then get temporary access to your current accounting system. This allow us to get an accurate picture for how much work is involved. We’ll then send you a quote with a full breakdown of the quote and the services we provide. If you decide to proceed we’ll issue an engagement letter and commence onboarding.