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TRANSPARENT PRICING FOR CANADIAN SMBs

A better way to manage
your financial operations

Bookkeeping, payroll, AR/AP management, tax filing, financial reporting, and flexible add-ons — built around your business as it grows.

Starting at
$350 /month
Bookkeeping Foundation
The foundation for cleaner books, better visibility, and stronger financial decisions.
Book Your Free Call Start with the foundation.
Add what you need as you grow.
What's included
  • Bank & credit card reconciliation
  • Transaction categorization
  • CPA-ready books
  • QuickBooks Online management
  • Up to 100 transactions per month
  • Monthly Profit & Loss (P&L)
  • Monthly Balance Sheet
  • 5 financial reports per month
  • Cashflow visibility
  • Clear business insights
  • 30-minute review call
Included in the Bookkeeping Foundation
100
Transactions
7
Financial Reports
1
Review Call
Optional services available
PayrollAR/AP ManagementTax FilingMore transactionsHistorical CleanupQuickBooks Online Setup
QuickBooks Online management included

MoneyWise works directly inside QuickBooks Online so you maintain ownership of your accounts and financial data. New setup or larger migrations can be added when needed.

OPTIONAL SERVICES

Add what you need as your business grows

Add payroll, AR/AP management, tax filing, reporting, and other services as your business grows.

For businesses that want payroll processing handled cleanly, consistently, and in sync with their bookkeeping.

Includes
Payroll processing
Payroll remittances
Employee pay stubs
Year-end payroll support
Growth pricing
+10 employees +$100/month
+1 payroll run +$50/month

For businesses that want customer invoices, vendor bills, payment tracking, and AR/AP visibility managed in one connected flow.

Includes
AR management: invoice creation
Invoice delivery
Payment tracking
Reminder follow-ups
Accounts receivable reporting
AP management: bill entry
Vendor bill tracking
Payment preparation
Due date monitoring
Payment tracking
Growth pricing
+10 invoices +$100/month
+10 bills +$50/month

For businesses that want support with sales tax filing, tax remittances, and Canadian filing deadlines.

Includes
Sales tax filing
Tax remittance support
Filing deadline tracking
GST/HST, QST & PST support
Growth Add-Ons
Custom
+100 transactions +$300/month
1 hour consultation $100
Historical cleanup Custom
QuickBooks Online setup Custom
WHY BUSINESSES CHOOSE MONEYWISE

Built by entrepreneurs who’ve experienced the problem firsthand

Fixed monthly pricing

One predictable fee with no hidden costs.

Modular by design

Start with the foundation and add services as your business grows.

Clear financial visibility

Understand what changed, why it matters, and what needs attention next.

Proactive support

We help identify issues, inefficiencies, and financial blind spots before they become larger problems.

“We help Canadian business owners build a clearer, more connected financial system — without the cost of an internal finance department.”

— The MoneyWise Commitment
FAQ

Frequently asked questions

Pricing starts at $350/month for our Bookkeeping Foundation. Additional services such as payroll, AR/AP management, tax filing, and business consultation can be added as your business grows.
No. We recommend QuickBooks Online, but if you don't have it yet, we can help you get set up. If you're already using QuickBooks, we'll work directly within your existing account.
Tax filing is available as an optional service. We support GST/HST, QST, and PST filing requirements for Canadian businesses.
Absolutely. MoneyWise is designed to scale with growing Canadian SMBs. Start with bookkeeping and add services as your business evolves.
Accurate bookkeeping is the foundation of every strong financial system. Clean books create better reporting, better visibility, and better decisions.
That's exactly where we can help. We start by organizing and cleaning up your books so your financial information becomes accurate, reliable, and useful.
Not at all. Your accounts, data, and financial information always remain yours. We provide the structure and support while you maintain full visibility and control.
We currently specialize in Canadian SMBs and support Canadian payroll, GST/HST, PST, and QST compliance requirements. If your business is outside Canada, we're still happy to connect and see whether MoneyWise could be a good fit.

Ready to simplify
your finances?

Book a free financial review and we'll identify opportunities to improve visibility, structure, and financial clarity.

Book Your Free Call
30-day satisfaction guarantee
Month-to-month
Built by founders who've been there
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