Optimize25 Bookkeeping (formerly True Figure)
Books closed by the 10th, every single month.
Optimize25 Bookkeeping, formerly True Figure: one flat monthly price for the books, HST and payroll, plus a live dashboard with your updated sales on every plan. Built for the businesses where the numbers get tricky.
Closed by the 10thevery month
Live dashboardupdated sales, every plan
A live dashboard
Sales by channel and location, cash, margin and HST owing, in one link you can open any morning.
Closed by the 10th
Reconciled to the penny with a P&L and balance sheet by the 10th. Miss it and that month costs nothing.
One flat price
Sized by transaction volume, not by the hour. QuickBooks Online is included and questions are free.
No contract
Month to month, cancel on 30 days. Start with a free review of three months of your books.
Industries
Any business, with depth where it counts.
If money moves through it, we can keep its books. These are the industries with sharp edges, and the pages show exactly where they are, with worked examples.
Restaurants and cafés
Uber Eats, DoorDash and Skip payouts tied back to gross, tipped payroll done the CRA's way.
Restaurant bookkeeping
Fitness studios
Mindbody and ClassPass payouts reconciled, memberships and class packs earned as classes are taught.
Studio bookkeeping
Dental practices
The exempt, taxable and zero-rated HST split mapped, associate splits and hygiene payroll kept right.
Dental bookkeeping
Health clinics
Physio, chiro and massage: exempt treatments, taxable products, apportioned credits, insurer receivables.
Clinic bookkeeping
Trades and contractors
Job costing that shows which jobs made money, holdbacks, progress billing, T5018 and WSIB.
Trades bookkeeping
E-commerce and retail
Shopify, Square and Amazon payouts reconciled net of fees, GST/HST by province, honest inventory.
E-commerce bookkeeping
Franchises
Royalties, ad fund and franchisor reports, one setup copied to every store with a combined view.
Franchise bookkeeping
Professional services
Consultants, agencies and firms: retainers, project margins and the HST Quick Method question.
Services bookkeepingSomething else?
If money moves through it, we can keep its books.
Tell us how the business gets paid and we'll say plainly whether we're a fit.
Ask usServices
The whole back office, one flat price.
Bookkeeping, reconciliation and reporting come with every plan. These four get their own pages because they're where most books go wrong.
Catch-up and cleanup
Months behind? Statements in, months rebuilt, filings prepared. A flat written quote first.
Catch-up bookkeeping
HST filing
Returns from reconciled numbers, set aside all period, approved by you, filed early.
HST filing
Payroll
Pay runs, withholding, remittances on your schedule, ROEs and T4s, tips handled properly.
Payroll
QuickBooks and Xero
Set up properly, do-it-yourself files cleaned up, and moves between the two.
QuickBooks and XeroWhat a month looks like
The same calendar, every month.
This is the schedule every file runs on, so "staying on top of it" is something you can check, not something you hope for.
- 1st to 3rdFeeds in
Bank, card, POS and platform payouts land in QuickBooks; snapped receipts get matched.
- By the 7thOne question list
Anything unclear, usually a handful of items, in one email you can answer from your phone.
- By the 10thClosed and sent
Reconciled, with the P&L and balance sheet delivered.
- 15thPayroll remittance
Source deductions to the CRA on time, staff paid on your schedule.
- Quarter-endHST filed
Built from reconciled sales, approved by you, filed ahead of the deadline.
- Any morningSales updated
Yesterday's sales by channel and location on your dashboard.
Plans
One flat monthly fee, sized by volume.
Your fee is quoted in writing after a free review of your books. A dashboard on every plan, QuickBooks Online included, no setup fee.
Essentials
Under 150 transactions a month
Flat monthly fee
- Bookkeeping and reconciliation
- HST tracking and filing
- Monthly P&L and balance sheet
- Live dashboard
Growth
150 to 500 transactions a month
Flat monthly fee
- Everything in Essentials
- Platform and POS reconciliation
- Job costing and margin reporting
- Payroll as an add-on
Full Service
500 to 1,500 transactions a month
Flat monthly fee
- Everything in Growth
- Payroll included
- Multi-location reporting
- Monthly review call
Behind on your books? A one-time catch-up, quoted in writing after the free review.
Guides and tools
Read it before it costs you.
Plain-language guides to the mistakes that show up most in small-business books, with worked examples.
FAQ
Answers, up front.
Bookkeeping and AI systems from the same team. You can use either one, or both.
What happened to True Figure?
True Figure is now Optimize25 Bookkeeping: same team, same prices, same service. truefigure.ca stays up for now. If you also want AI handling your bookings, messages or follow-ups, that's the rest of Optimize25, and the agents work alongside whoever does your books.
Is QuickBooks really included?
Yes. The QuickBooks Online subscription is bundled into the flat price, and if we ever part ways the file transfers to you with all your data intact.
My books are behind. Is that a problem?
It's the most common starting point. Catch-up is a one-time project, quoted in writing after the free review, and then the monthly plan keeps you current.
Do you do my taxes too?
We handle books, payroll and HST, and deliver close-ready year-end books so your corporate return is quick to prepare. The T2 itself is filed by your accountant or a partner CPA.
What's in the free file review?
Send your last three months, in whatever shape they're in. We go through them and give you a written summary of what to fix within three business days. It's yours either way.
Free file review
Three months of your books, reviewed free.
Send us your last three months, whatever shape they're in, and get a written summary of what to fix. No passwords, no obligation.
Book the free review