Foothills Bookkeeping

Okotoks, Alberta · Luke Ploski, CPA

Clean books, a flat monthly price.

A CPA keeps your books reconciled every month, so tax time, loan applications and GST stop being a scramble. Monthly bookkeeping from $149, month to month.

Not sure how bad it is?

Start with a diagnostic. I go through your books and tell you exactly what's wrong, what it takes to fix, and what it costs.

A written report of every problem I find
A flat price for the fix, before any work starts
The monthly plan that fits, and why
A 30-minute call to walk you through it

from$395Credited in full if you go ahead with the fix

Bigger businesses with more accounts or transactions pay more. You get the price before I start.

Book a diagnostic

Books already in good shape? Skip it and pick a monthly plan.

Why the diagnostic comes first

You wouldn't want a mechanic to quote a rebuild without looking under the hood. The diagnostic is that look, so the price for the fix comes from what's actually in your books.

What I check

Every bank and credit card account, reconciled or not
Uncategorized and miscategorized transactions
Loans, owner draws and transfers recorded as income or expense
GST collected and paid, and what's been filed
Who owes you and who you owe, and whether those lists are real
Payroll and source deductions, if you have staff
Your chart of accounts, and whether it tells you anything useful
Whether the books match your last tax return

Diagnose

You give me read-only access or send your statements. You get the report and a flat price for the fix.
Fix

Catch-up and clean-up at the flat price we agreed. The diagnostic fee comes off it.
Keep

Monthly bookkeeping at a flat fee. Reconciled every month, with a report you can read in five minutes.
Hand off

At year end your tax preparer gets clean books they can use as they are. Their part goes faster and usually costs less.

Flat monthly prices

Agreed before we start. Month to month, no contract. Cancel with 30 days' notice.

Pick your plan

The taller the plan, the more transactions a month it holds. These are typical starting points; your diagnostic or a quick call confirms the fit.

Starter up to 50 a month $149a month Every account reconciled monthly, GST filings, and a one-page monthly report. Standard up to 150 a month $299a month Starter, plus tracking who owes you and who you owe, and a quarterly review with me. Plus up to 400 a month $599a month Standard, plus payroll for up to 5 staff, a cash flow forecast, and a monthly call.

Start with StandardNo contract. Cancel with 30 days' notice.

Other work

Catch-up and clean-upMonths or years behind. Flat price set by your diagnostic, with the diagnostic fee credited.: flat price from your diagnostic
Systems set-upBank feeds, receipt capture, approvals and a chart of accounts that makes sense, so the books mostly run themselves.: quoted after your diagnostic
Part-time CFOBudgets, forecasts, lender packages and a monthly results meeting, for owners who've outgrown the basics.: from $2,500a month

What you get every month

A short report in plain English, every month.

The month in one line, so you know where you stand in ten seconds
Revenue, expenses, profit and cash, each with the change from last month
A six-month chart of where your profit is heading
Who owes you, and which invoices to chase this week
What's due next: GST, payroll remittances, T4s
The decisions only you can make

See a sample report

Bow River Plumbing Ltd. October 2026 Sample Best sales month this year, but materials ate the gain. Revenue$64,200 Profit$12,300 Cash$52,400 Nov 15 Payroll remittance, $4,120 Late Mountainview Homes, 97 days Open the full sample

Tax time, made easy

I don't prepare tax returns. I hand your tax preparer books that are reconciled, categorized and tied out, so they can start from clean numbers. Don't have a tax preparer? I'll introduce you to one.

Luke Ploski, smiling, outdoors in the Rockies

Luke Ploski, CPA

I've managed the finances of multi-billion-dollar companies, in industries from aerospace and defence to pharmaceuticals to banking. As a corporate controller I ran the whole accounting cycle: payables, receivables, payroll, and the financial analysis and planning on top.

Now I bring that to small businesses: clean books first, then the systems that keep them clean.

I'm in Okotoks and work with businesses across Alberta, mostly online.

Find out where your books stand

A diagnostic from $395, credited in full if you go ahead. Or start a monthly plan from $149.

Book a diagnostic [email protected]