Achieve financial peace

Bookkeeping support that helps your business stay organized, clear, and easier to manage.

Diana Financial Services offers virtual bookkeeping support for small business owners who want cleaner records, better visibility, and a more confident handle on day-to-day finances.

  • Virtual support tailored to your current bookkeeping needs
  • Monthly bookkeeping packages starting at $175
  • Clear communication and practical next steps
  • A calmer, more organized way to manage your books

Bookkeeping Consultation

Start with a simple conversation about where your books stand now.

Whether you need regular support, catch-up help, or a clearer process, the first step is a focused bookkeeping consultation.

Ongoing bookkeeping support for growing businesses

Catch-up help when records have fallen behind

Virtual communication that keeps the process simple

Scope-based monthly packages designed for Ontario small businesses

01

Monthly Support

Consistent help to keep your books organized and up to date.

02

Catch-Up Help

Practical support when you need to get back on track.

Personalized Support shaped around your workflow, questions, and current bookkeeping needs.
Virtual-first Simple, flexible communication without the need for in-person scheduling.
Practical Clear next steps that help you feel more organized and more in control.

Services

Bookkeeping support built around how your business actually runs.

From first-time consultations to ongoing support and catch-up help, services are positioned to make it easier to find the right next step.

Bookkeeping Consultation

A focused conversation to understand where your bookkeeping stands and what kind of support makes the most sense next.

  • Review your current bookkeeping setup
  • Talk through challenges and priorities
  • Get clear next-step recommendations

Ongoing Bookkeeping Support

Consistent help for businesses that want better day-to-day organization and a steadier handle on their records.

  • Support for staying current and organized
  • Clear communication around ongoing needs
  • A simpler rhythm for managing business finances

Catch-Up Bookkeeping

Help for businesses that feel behind and need a more manageable way to bring their bookkeeping back into order.

  • Catch-up support for overdue records
  • Guidance on organizing what is missing
  • A better starting point for moving forward

Pricing

Simple monthly packages with room to grow.

Pricing is based on bookkeeping scope instead of hourly time blocks, which makes it easier for clients to understand what they are getting and easier for you to protect your time. All monthly packages start at the rates below and are finalized based on transaction volume, account count, and overall file complexity.

Bronze

$175/month

A fit for freelancers, sole proprietors, and low-volume service businesses.

  • Up to 75 transactions per month
  • Up to 2 connected accounts
  • Monthly transaction categorization
  • Monthly bank and credit card reconciliation
  • Year-end package prepared for your tax preparer

Gold

$395/month

For businesses with more volume, more moving parts, or a need for steadier support.

  • Up to 250 transactions per month
  • Up to 5 connected accounts
  • Monthly financial statements and reconciliations
  • HST tracking and filing prep
  • Quarterly review call

Catch-Up & Clean-Up

$200/month behind

For businesses that need overdue books brought back into order.

  • Minimum project fee: $600
  • Review of backlog and current bookkeeping condition
  • Reconciliation and transaction clean-up
  • Clear next-step plan for staying current
  • Final quote based on complexity and account volume

Optional Add-Ons

Extra support when your file needs more than the base package.

  • HST filing support for lower-volume packages
  • Additional connected accounts beyond package limits
  • Historical review and clean-up outside the normal monthly scope

Add-ons are quoted separately so your monthly package stays simple while larger needs are priced fairly.

Pricing Note

Starting rates keep the offer clear without boxing you in.

Final pricing depends on the number of transactions, connected accounts, backlog condition, and any extra support required beyond the package scope.

How It Works

A simpler way to get started.

Getting started is designed to feel direct, personal, and easy to follow.

01

Share what you need

Tell us whether you are looking for a consultation, ongoing support, or catch-up bookkeeping help.

02

Get a personal response

Your inquiry can be reviewed directly so the next step feels more thoughtful and relevant.

03

Move forward with clarity

Start with a bookkeeping plan that feels more organized, more manageable, and better suited to your business.

Our Passion for Finance

Bookkeeping support that feels approachable and dependable.

Diana Financial Services is dedicated to helping small businesses feel more in control of their finances through organized, dependable bookkeeping support.

By working virtually, clients can get help wherever they are while keeping the process simple and efficient. The goal is to bring more clarity, consistency, and peace of mind to day-to-day financial management.

FAQ

Common questions

Pricing is organized into monthly packages based on scope, plus a separate catch-up and clean-up rate for overdue books. Monthly packages start at the listed rates, and final pricing depends on transaction volume, account count, and complexity.

Yes. Diana Financial Services is presented here as a bookkeeping-focused business so visitors can clearly understand the support being offered.

Yes. The site is positioned as virtual-first, which keeps the process flexible and easy to start from anywhere in Ontario.

Small business owners, sole proprietors, and growing businesses that want clearer, more organized bookkeeping support are a strong fit.

Yes. Catch-up bookkeeping is built into the site as one of the main support paths, so people who feel behind can still confidently get in touch.

Use the contact form to request a consultation and share a bit about what kind of bookkeeping help you need.

Get in Touch

Request bookkeeping support

This form is set up for Netlify Forms so you can launch the site with a simple, working inquiry flow from day one.