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Packages & Pricing

A range of services are offered to meet the needs of every client. Have something else in mind? I am be happy to work with you to create a custom quote.

  • Essentials — $2,500

    •              Workflow mapping

    •              Front‑end data capture setup

    •              Basic automations

    •              Light documentation

    Professional — $4,500

    •              Full workflow redesign

    •              Tool integrations

    •              Custom procedures

    •              Team training

    •              Documentation package

    Advanced — $6,500+

    •              Multi‑system integration

    •              Advanced automations

    •              Custom reporting

    •              Ongoing support (30 days)

  • Starter — $400/month

    •              Monthly reconciliations

    •              Basic reporting

    •              Email support

    Standard — $700/month

    •              All Starter features

    •              GST/PST filings

    •              Payroll for up to 3 employees

    •              Monthly performance summary

    Premium — $1,200/month

    •              All Standard features

    •              Priority support

    •              Custom reporting

    •              Quarterly workflow review

  • Lite — $1,000

    •              1–2 months cleanup

    •              Basic corrections

    •              Reconciliation reset

    Standard — $2,500

    •              3–6 months cleanup

    •              Issue identification

    •              Workflow fixes

    Complex — $4,000–$6,000

    •              6–12+ months cleanup

    •              Rebuild systems

    •              Full documentation

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth and improvements.

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Let’s Work Together

If you're interested in working with me, complete the form with a few details about your project. I'll review your message and get back to you within 48 hours.