Lorie Dias

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Lorie Dias

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Financial Clarity & Workflow Solutions

Simple. Clear. CRA-Ready.

Running a business is hard enough. Your bookkeeping should give you clarity, not stress.


I provide straightforward bookkeeping for Canadian sole proprietors and small businesses, with clean records and clear reports—so you always know where your business stands.

Bookkeeping Packages & Pricing

Monthly Pricing Plans

Monthly bookkeeping keeps your records accurate, organized, and tax-ready all year — without last-minute stress.

Essential Bookkeeping

$250/month

For small businesses with light monthly activity

This package is ideal for new businesses, side hustles, or sole proprietors with minimal transactions who want their books done properly and on time.


What’s included

  • Up to 25 transactions per month 
  • Bank and credit card reconciliation 
  • Expense categorization aligned with CRA requirements 
  • Monthly income and expense summary 
  • Books prepared and ready for tax filing 
  • Email support for basic bookkeeping questions

Core Bookkeeping

$300/month

 For active businesses that want clarity and consistency

This package is designed for businesses that are growing and need regular, reliable bookkeeping without complexity.



What’s included

  • Up to 50 transactions per month 
  • Bank and credit card reconciliation 
  • Expense categorization and review 
  • Monthly financial reports explained in plain language 
  • Quarterly check-in to review numbers and trends 
  • Year-end-ready books for your accountant or tax preparer 
  • Priority email support

Advanced Bookkeeping

$350/month

 For established businesses with higher monthly activity

This package offers the same level of support as Core Bookkeeping, with higher transaction volume to support more active businesses.


What’s included

  • Up to 100 transactions per month 
  • Bank and credit card reconciliation 
  • Expense categorization and review 
  • Monthly financial reports explained in plain language 
  • Quarterly check-in to review numbers and trends 
  • Year-end-ready books for your accountant or tax preparer 
  • Priority email support


Annual Tax Season Clean-up

This service is designed for business owners who haven’t kept up with bookkeeping during the year and need their records organized and ready for tax filing.

Who is this for

Sole proprietors and small businesses 

Anyone who hasn’t tracked expenses throughout the year 

Business owners preparing for personal or corporate tax filing
 

Pricing

Starting at $750
Final pricing is confirmed after a brief review and is based on transaction volume, number of accounts, and the condition of records.

What's Included

  • Organizing and sorting receipts for the full year 
  • Scanning and digitizing paper receipts 
  • Full-year data entry of income and expenses 
  • Bank and credit card reconciliation for all months 
  • Expense categorization aligned with CRA requirements 
  • Annual income and expense summary 
  • Clean, tax-ready books for your accountant or tax preparer


 Important Notes

One-time service 

Ongoing monthly bookkeeping is priced separately 

Payroll services are not included

Many clients move into a monthly bookkeeping plan after Tax-Ready Bookkeeping to avoid falling behind again.

Pricing Chart

Frequently Asked Questions

Please reach us at lorie@loriedias.com if you cannot find an answer to your question.

 A transaction is any income or expense that appears on your bank or credit card statements. Each deposit, payment, or charge counts as one transaction. 


 No. Payroll services are not offered at this time. Bookkeeping services focus on income, expenses, and account reconciliation only. 


 No. Bookkeeping prepares your records so they are accurate and tax-ready. Tax filing is completed by your accountant or tax preparer. 


 GST/HST tracking is included in Core and Advanced Bookkeeping. Filing can be added as a separate service if needed. 


 If your transaction volume consistently exceeds your plan, we’ll review your account and move you into the next package so your books stay accurate. 


 Tax-Ready Bookkeeping (see above) is available for one-time, year-end cleanup to get your records organized for tax season. 


 Book a consultation so we can review your business and confirm the right service for your needs. 


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