Choose the best bookkeeping package for you
Cancel any time. No contract, and no commitment necessary.
We offer fully flexible plans on a monthly, quarterly, or annual basis, so you can choose the one that works best for your business! Discounts are offered on the quarterly and annual plans at this time.
PREMIUM Bookkeeping
US $2692 / month
Ideal for growing small businesses in need of deeper financial insights
We offer fully flexible plans on a monthly, quarterly, or annual basis, so you can choose the one that works best for your business! Discounts are offered on the quarterly and annual plans at this time.
ESSENTIALS Bookkeeping
CA $1691 / month
For small businesses who need reliable, no-fuss bookkeeping
PREMIUM Bookkeeping
CA $3292 / month
Ideal for growing small businesses in need of deeper financial insights
Learn to master your business bookkeeping
SUMWISE Academy
For business owners who want to handle their own bookkeeping with confidence.4
- 1:1 Coaching calls on how to properly bookkeep for your business
- Monthly bookkeeping checklist, including reconciliations, categorizations, sales tax basics, common mistakes to avoid
- Chart of Accounts template, financial reports templates
- Year-end tax preparation checklist
- Email and chat support in the month of purchase
Sumwise Academy is our bookkeeping support program for small business owners who want to manage their own books with confidence and without the guesswork.
Rely on Sumwise Academy’s ample support with 1-hour of coaching + email & chat support throughout the month of purchase.
We walk you through the steps of doing your books on a monthly basis. We make sure to highlight any common mistakes to avoid.
With our coaching, you’ll learn effective strategies to manage your bookkeeping efficiently.
Our prices are flexible and affordable as always. You still pay a flat fee of US $79 (CA $99) per month until you feel comfortable to do the books on your own.
- Pricing for our Essentials bookkeeping services is based on average transaction volume. Service discounts up to $20 per month are available for annual and quarterly billing. Pricing shown on screen is the monthly price (billed annually, $10 discount applied) for a business averaging between 10 – 50 transactions. No contracts, and no commitment necessary. A full breakdown of our pricing can also be found in our Terms of Service. ↩︎
- Pricing for our Premium bookkeeping services is based on average transaction volume. Service discounts up to $20 per month are available for annual and quarterly billing. Pricing shown on screen is the monthly price (billed annually, $20 discount applied) for a business averaging between 0 – 200 transactions. No contracts, and no commitment necessary. A full breakdown of our pricing can also be found in our Terms of Service. ↩︎
- Pricing for our Premium bookkeeping services is based on average transaction volume. Service discounts up to $20 per month are available for annual and quarterly billing. Pricing shown on screen is the monthly price (billed annually, $20 discount applied) for a business averaging between 0 – 200 transactions. No contracts, and no commitment necessary. A full breakdown of our pricing can also be found in our Terms of Service. ↩︎
- Our Sumwise Academy package is currently only available to business partners who have subscribed for 3 or more months of managed bookkeeping with us. ↩︎
Still Unsure? Take our quick questionnaire to find if we’re a fit!
Bookkeeping Backed by the Tools You Trust
We use the software you already trust to deliver reliable bookkeeping. From cloud accounting to payment processors, we have you covered!
FREQUENTLY ASKED QUESTIONS
Have more questions before you get started? Feel free to email us at info@sumwisehq.com
What does Sumwise do?
Who is this service for?
What do I need to get started?
Do I need to know anything about bookkeeping?
What results can I expect?
Is my financial data safe with you?
How much does it cost?
Can I sign up for multiple months to get caught up?
Ready to get started?
Get your books managed by professionals for better peace of mind and to free more time to focus on what you do best!
Schedule your free consultation call with us today! Alternatively, you can provide your contact for us to reach out: