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Mountain View

Available Services

Monthly Bookkeeping packages

Basecamp Package

Your starting point for solid financial footing

Starting at $200/Month

  • Up to $30,000 in annual revenue          (no GST required)

  • Up to 100 transactions per month

  • Reconciliation for 1-2 accounts

  • Basic monthly financial report

  • Categorization & transaction review

Timberline Package

For growing businesses climbing to the next level

Starting at $500/Month

  • Up to 300 transactions per month

  • Reconciliation for up to 3 accounts

  • Payroll processing for 1-3 employees

  • Monthly financial reports & insights

  • Accounts receivable/payable tracking

Summit Package

For businesses reaching new heights and needing expert support

​Starting at $600+/Month

  •  300+ transactions per month

  • Reconciliation for 4+ accounts

  • Payroll processing for 4+ employees

  • Accounts receivable/payable tracking

  • Custom reporting options

Important Notes for Monthly Bookkeeping Services

  • An additional cost of $150 is applied if you meet the requirements of the Basecamp Package but make more than $30,000 in annual revenue.

  • Have more than one business? Contact me for more information on my flexible solutions—custom pricing based on the needs of each business. â€‹

  • Software Included: All packages include Sage Accounting software fees.

  • Tax Filing, Financial or Legal Advice, and Audits NOT Included: If you need these services, please contact a certified public accountant.

Catch Up Bookkeeping Packages

Seaside Beacon

Guiding your business out of the fog

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A gentle sweep for 3 months of minor backlog. Perfect for recent slips that just need some tidying up to flow smoothly again.

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  • $500 - $1,000/Month

  • Up to 3 months of records

  • Fewer than 500 transactions

  • Minimal missing transactions & corrections

Forest Recovery

For businesses lost in the woods

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Up to 6 months of disorganized books. I’ll clear the path and guide you back to financial clarity.

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  • $1,000 - $3,000/Month

  • Up to 6 months of records

  • 500–1,500 transactions

  • Several months of backlog & reconciliation issues

Glacier Rescue

Melting away the backlog and rescuing your records from a deep freeze

My most comprehensive service, perfect for businesses facing severe disorganization. I chip away at multi-year backlogs, correct significant errors, and restore your financial records to a crystal-clear state

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  • $3,000 - $5,000/Month

  • 12+ months of records

  • 2,500+ transactions

  • Multiple accounts, missing receipts, significant errors

Important Notes for Catch-up Bookkeeping Services

  • Unlock tailored pricing options for larger projects, exceeding even Glacier Rescue. Your unique needs deserve specialized attention!

  • Looking for speedy results? Don’t hesitate to ask about my rush services!

  • The entire catch-up fee must be paid in full upon signing the contract. For larger projects, a payment plan option is available.

Personal Bookkeeping Support

Hearth and Home

Your own tranquil space for financial clarity - like curling up by the fire with everything organized.

Starting at $200/Month

  • For Individuals

  • Categorized personal expenses

  • Monthly spending summaries

  • Bill tracking and reminders

  • Email support and monthly reports

Twin Pines

For partners walking the trail, this service helps you share the load and reach your goals, together.

Starting at $275/Month

  • For Couples

  • Joint and individual expense tracking

  • Shared savings or debt planning

  • Monthly insights and easy-to-read reports

Emberlight

Kickstart your financial journey with clarity - designed for students balancing classes, work, and life.

​Starting at $150/Month

  • For Students

  • Tuition, rent, and loan tracking

  • Simple spending categories

  • Encouraging monthly summaries to build good habits

Important Notes for Personal Bookkeeping Support​​

  • Software Included: All packages include Sage Accounting software fees.

  • Tax Filing, Financial or Legal Advice, and Audits NOT Included: If you need these services, please contact a certified public accountant.

Get in Touch

SJ Solstice Davis

Owner and Bookkeeper

Legacy Mount SE

Calgary AB

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