Our Pricing
- Home
- Pricing
Our Pricing
Choose the Right Bookkeeping Package
Flexible bookkeeping solutions designed to grow with your business.
Every package includes technology-enabled bookkeeping, financial guidance, and reporting tools to help you make informed business decisions.
SOLO
Ideal for self-employed professionals and solo entrepreneurs who need reliable bookkeeping and clear financial records.
- Technology-enabled bookkeeping (up to 50 transactions/month)
- Monthly bank reconciliation
- Monthly financial reports
- GST/HST filing (if applicable)
- Tax-ready financial records
- Quarterly financial review
- Personal T1 & Business Income Tax Return
- Priority email support
SMALL CORPORATION
Ideal for small incorporated businesses with simple operations and up to two shareholders that need reliable bookkeeping and year-end tax compliance.
- Everything in Solo, plus:
- Up to 75 transactions/month
- Monthly bank reconciliation
- Monthly financial reports
- GST/HST filing (if applicable)
- Corporate Year-End & Tax Compliance (including up to 2 T5 slips & T5 Summary)*
- Year-end financial package
- Priority email support
SMALL BUSINESS
Comprehensive bookkeeping for growing businesses that need more financial visibility and ongoing support.
- Everything in Small Corporation, plus:
- Up to 150 transactions/month
- Payroll support
- Accounts payable & receivable support
- Business KPI Dashboard
- Cash Flow Reporting
- Monthly financial review
- GST/HST filing
- Corporate Year-End & Tax Compliance (including up to 2 T5 slips & T5 Summary)*
- Priority email support
- Fractional CFO Advisory as needed
GROWTH BUSINESS
Advanced financial management designed for businesses seeking deeper insights and strategic support.
- Everything in Small Business, plus:
- Higher transaction volumes and complex bookkeeping needs
- Advanced KPI Dashboard
- Budget monitoring
- Profitability analysis
- Advanced Financial Reporting
- Monthly strategy meeting
- Fractional CFO Advisory
- Corporate Year-End & Tax Compliance (including up to 2 T5 slips & T5 Summary)*
- Priority Email & Phone Support
*Tax preparation and filing services included in a package are subject to eligibility, applicable filing requirements, the scope and conditions of the service agreement, and the client providing complete and timely information. Corporate Year-End & Tax Compliance included in monthly packages requires a minimum 12-month consecutive bookkeeping commitment. Additional, complex, amended, prior-year, or specialized tax matters may be quoted separately.
CPA-regulated services, including audit, review, and compilation engagements, are not provided by Lucena Bookkeeping & CFO Solutions Inc. Where such services are required, clients may be referred to or may engage an independent appropriately licensed CPA under a separate engagement and at separate professional fees.
Finance & Accounting Outsourcing
Experienced finance and accounting professionals who seamlessly integrate with your team through remote, on-site, or hybrid staffing solutions.
Additional services tailored to support your business needs.
- Dedicated Bookkeepers
- Accounting Technicians
- Payroll Specialists
- Accounts Payable & Receivable Support
- Full-Cycle Bookkeeping
- Financial Analysis Support
- Remote, On-Site, or Hybrid Support
- Flexible Staffing Models
- Payroll Processing
- Catch-Up Bookkeeping
- QuickBooks Setup & Cleanup
- Financial Reporting & KPI Dashboards
- AR Management & Collections
- Fractional CFO Advisory
- Business Owner Financial Mentorship
- Corporate Year-End & Tax Compliance
- Custom Financial Projects
Let's Build the Right Financial Solution for Your Business
Every business is different. Whether you need bookkeeping, payroll, or strategic financial guidance, we’ll help you choose the solution that best fits your business.
How We Work
Ready to Simplify Your Finances?
Whether you need reliable bookkeeping, payroll support, or strategic CFO advisory, we’re here to help you make smarter financial decisions and grow with confidence.
