Elena Ruiz Bookkeeping · Custom tool
From estimate to month-end, in one flow
Walk through the whole journey: a business owner gets a fair estimate, picks a plan, connects accounts and sends documents. Then switch to Elena's desk to see onboarding, capacity, the month-end close and the summary that goes back to the client.
Why they asked for it
“People don't call because they're afraid of the number. Or they're embarrassed about being behind. I want them to see a fair estimate privately, so the first call is easy.”
Elena Ruiz, Elena Ruiz Bookkeeping (fictional)
Try it
- Monthly bookkeeping$295
- Volume (101–250 transactions)$95
- 1 extra account$25
- Payroll, 4 people$157
- HST filing (quarterly, spread monthly)$32
Plus a one-time catch-up of about $650 to bring 3 months current.
About $7,244 a year, before choosing a plan.
Illustrative only. Prices, hours, deadlines and the P&L are made up for a fictional business. Real fixed prices come in writing after a 20-minute call.
Why it's custom, not cookie-cutter
- Starts from Elena's real base: $295 a month for reconciliation and a one-page summary, with volume tiers above 100 transactions.
- Spreads HST filing across the year, so quarterly and annual filers see a true monthly cost.
- Prices payroll for teams of one to ten, which is exactly who Elena serves. Bigger teams get a quote, not a guess.
- Shows catch-up work as a separate one-time cost, so being behind feels fixable, not scary.
- Works out each client's own payroll remittance and HST dates, and checks Elena's capacity before a new client starts.
How we built it
- 1. Pricing logic from ElenaWe turned how Elena actually quotes into a few clear rules and limits.
- 2. Same quiet designPlain type, lots of space, one accent colour. It looks and reads like the rest of her site.
- 3. Estimate to onboardingThe answers drive the account list, the document checklist and the close deadlines, so nothing is asked twice.
- 4. Reminders that chase for herReceipts, remittances, HST and year-end reminders are scheduled from the same data, in Elena's voice.
This is a concept demo. Elena Ruiz Bookkeeping is a fictional business, and every price, rule and number in this tool is illustrative only. We built it to show the kind of tool we make for real local businesses.
See all custom tools → See the Elena Ruiz Bookkeeping concept site →