Terms & Conditions

Administrative support

Essential Admin starts at $199 CAD for 4 hours or up to 8 simple tasks; Weekly Support at $449 for 10 hours or up to 20 simple tasks; Daily Coordination at $899 for 20 hours or up to 40 simple tasks. The time or task limit reached first applies. A simple task takes up to 30 minutes using complete supplied information. Revisions use the allowance. Extra work is quoted before proceeding.

Cadence describes when the task queue is reviewed, not unlimited availability. Target first-draft timing is three business days for Monthly and two for Weekly after complete inputs; Daily targets an initial response within one business day. Completion dates and working windows are agreed by scope.

Bookkeeping

Essential starts at $199 CAD/month for up to 100 transactions and 2 accounts; Weekly at $349 for 250 transactions and 3 accounts; Plus at $549 for 500 transactions and 5 accounts. Plans cover one business with current books and transactions in CAD. A transaction is one bank or card statement line, including transfer lines. QuickBooks and other software fees, setup, catch-up, cleanup and daily updates are separate. Project tagging depends on the QuickBooks plan and supplied job details.

Bookkeeping includes agreed categorization, receipt organization, statement reconciliation and routine reports. It excludes tax filing, tax advice, payroll, audits and financial advice. Clients remain responsible for source records and professional accounting decisions.

Quotations, invoices and customer contact

You supply or approve scope, measurements, rates, tax instructions and technical assumptions. Before sending any quotation or invoice, we record your approval of the exact draft version and intended recipient. Revised drafts need renewed approval. Customer-facing drafts remain pending until that approval is received. Quote follow-ups and scheduling follow your authorized availability, messages and contact instructions. No unapproved discounts, commitments or technical advice are given on your behalf.

Customer payments go directly to the contractor. Quotaraft does not receive, collect, verify or manage homeowner payments or handle payment disputes. Bookkeeping reconciliation compares recorded activity with statements and does not authorize moving money.

Booking a discovery call

Free 15-minute discovery calls can be booked through our Google Calendar page. A booking is confirmed when you complete Google’s booking process and receive confirmation. Availability is normally 8:30 a.m.–8:30 p.m. Toronto/Eastern time, seven days a week, subject to existing bookings. Use your confirmation to manage the appointment or contact [email protected] for help. Enquiry-form preferences and paid consultation requests require separate confirmation.

Consultations

The discovery call is free for 15 minutes. The 45-minute contractor admin review is $79 CAD. The 60-minute quotation and invoicing review, 45-minute bookkeeping organization session and 45-minute website enquiry review are each $99 CAD. Each paid session includes its stated discussion and written recommendations; implementation is separate. Consultation hours are 8:30 a.m.–8:30 p.m., seven days a week, in Toronto/Eastern time (America/Toronto). Available appointments and meeting details are confirmed by email. Payment, cancellation and rescheduling arrangements are stated before a paid session is booked.

Pricing and other costs

Prices are in CAD plus applicable taxes. Starting prices depend on the stated scope and limits. Advertising spend, domains, hosting and third-party software are separate unless expressly included in a written quote. Results such as lead volumes, sales and search rankings are not guaranteed.

Three-task introductory trial

One trial per business covers up to three agreed simple administrative tasks over 14 days from the agreed start date, subject to capacity. Each task allows up to 30 minutes using complete supplied information, with a maximum of 90 minutes total including revisions. Suitable tasks are a simple quotation draft, a job folder or document register, and an invoice draft. We agree the tasks before starting and pause for approval if the scope would exceed the allowance. The trial does not start a paid subscription or automatically convert to one. You receive a summary of completed work, open items and actual time used; any paid support requires a separate written agreement. Complex estimating, full websites, advertising, ongoing bookkeeping, bookkeeping setup or catch-up, and payment collection are excluded.

Written engagement

The client agreement confirms deliverables, fees, access permissions, responsibilities, deadlines, billing and cancellation terms before work begins. Document tracking is not compliance certification; technical, legal and regulatory decisions stay with the contractor and relevant professionals.