The booksi process, in 4 easy steps.
From quote to bookkeeping kickoff — no surprises.
Discover how we will work together. Transparent from start to finish.
“We gained the financial clarity we needed during our early growth. Booksi’s support across bookkeeping, payroll, and business analysis helped us stay focused and make better decisions.”
Your custom quote in <3 minutes.
— Patent pending.
How it works
The 4 easy steps.
Create a Custom Quote.
Get a tailored quote in under three minutes with 5-easy steps. Pricing reflects four inputs: transaction volume, frequency, accounting basis, and complexity — patent pending.
Details
Volume
Basis
Frequency
Complexity
Other
Click each to learn more
Statements
Revenue streams
Sales tax
Financing Activities
Let's confirm
Investment Activities
Related Party Transactions
Other Engagements
Click each to learn more
Schedule a Consultation.
Schedule a 60-minute consultation and upload your prior-year documents: Financial Statements, Trial Balance, and General Ledger. We’ll discuss our services, walk through your quote, and align next steps.
Sign & pay.
We’ll finalize your engagement letter for signing, and share payment instructions. You review and approve each step.
1) Review Your Proposal
The desired services, scope, pricing, discounts, payment terms, and timing.
2) Sign the Engagement Letter
Containing your offer, the roles & responsibilities, and the terms & conditions, via Google e-sign.
3) Payment Instructions
Payment is due, in most cases, in advance of services. We will set up your pre-authorized billing after we confirm banking details.
Let's Get Started!
More questions?
Get started today!
Get your custom quote in <3 minutes.
Packages start at just $275/month, before discounts.
The change towards better business process starts with you.
FAQ
Your process questions, answered.
After you request a quote, schedule a free Consultation to determine whether we’re the right fit.
This meeting also helps us confirm your price drivers — transaction volume, accounting basis, reporting frequency, and complexity — so your quote aligns with your business activity.
We’ll review your needs, explore options, and answer your questions before sending a formal proposal.
Please use our File Upload to submit your supporting documents: your prior-year Financial Statements, Trial Balance, and General Ledger (.xlsx preferred).
These files help us confirm your price drivers and to provide you with an accurate proposal.
The maximum upload size is 516 MB — please zip larger files before uploading.
Yes — an engagement letter confirms scope, terms, and responsibilities.
See Terms & Conditions for details.
Didn’t find your answers?
Visit the full FAQ for more information or Contact Us.
Reviews
What have our clients said?
Greg, Co-founder
"We gained the financial clarity we needed during our early growth. Booksi’s support across bookkeeping, payroll, and business analysis helped us stay focused and make better decisions."
Jesse, Founder
"Marko gave me the strategic support I needed to launch smoothly — the kind of guidance you’d expect from a Remote CFO. The structure and clarity helped me move forward with confidence."
Chris, Founder
"Booksi brought the level of precision and audit-readiness we needed when it mattered most. The attention to detail and technical care towards our books gave us full confidence in our filings."
Shawna, Founder
"Booksi handled our books with care and consistency. Everything was organized and easy to follow."
Ivana, Director
"We had our books cleaned up and major misclassifications uncovered that saved us thousands. Booksi’s work minimized taxes and set us up with confidence for the future."
Trusted by Canadian small businesses
