Empowering your Small Business with Expert Bookkeeping Solutions.


Edmonton Bookkeeping Services for Small Business

Our Mission

At Upscale Financial, our mission is to provide accurate, reliable, and hassle-free remote bookkeeping services to small businesses across Alberta and Canada. We serve companies earning between $100,000 and $3 million in revenue, typically with 1 to 10 employees, helping them stay organized, tax-ready, and financially informed.

Guided by our core values of honesty, integrity, and dependability, we deliver clean, consistent financials business owners can trust. Our proven monthly process gives clients the clarity to make confident decisions — while freeing up time to focus on what they do best. We take care of the numbers, so you don’t have to.

A young man with dark hair wearing a black suit, white shirt, and black tie, smiling against a white background.

-Marcus Bustamante, BCom

Founder, Upscale Financial Ltd.

“I believe empowering small businesses with accurate, reliable, and stress-free remote bookkeeping is essential — so they can grow with clarity, confidence, and control.”

A flowchart explaining how a bookkeeping service works, divided into three sections: monthly bookkeeping handled by the company, ongoing support with monthly check-ins, and year-end tax filing with two options for clients to choose from.

Bookkeeping Services

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We offer comprehensive monthly bookkeeping services designed to keep your business’s finances organized, accurate, and up-to-date. Whether you're a solo business owner or a growing enterprise, we provide customized solutions to meet your unique financial needs.

Our Monthly Bookkeeping Services Include:

Transaction Recording: Accurately recording all income, expenses, and transactions to maintain a clear financial picture.

Bank Reconciliation: Ensuring your accounts are balanced by reconciling bank and credit card statements.

Financial Reporting: Providing monthly reports, including profit and loss statements, balance sheets, and cash flow reports, for a detailed understanding of your business’s performance.

Expense Categorization: Properly classifying expenses for easy tax preparation and financial analysis.

    • Transaction Recording & Categorization

    • Up to 100 Monthly Transactions

    • Monthly Bank and Credit Card Reconciliation (3 Accounts)

    • Quickbooks Setup and Maintenance

    • Monthly Financial Statements (Profit & Loss, Balance Sheet, Cash Flow Summary)

    • Email/Phone/Video Chat support

    • Everything in essential package

    • Up to 250 Monthly Transactions

    • Monthly Bank and Credit Card Reconciliation (6 Accounts)

    • Target Setting and Reporting

    • Monthly Business Coaching

    • Quarterly Financial Performance Reviews

    • Long Term Financial Planning and Goal Setting

    • Everything in previous packages

    • Up to 400 Monthly Transactions

    • Monthly Bank and Credit Card Reconciliation (8+ Accounts)

    • Bi-Weekly Business Coaching

    • Monthly Financial Performance Review

    • Quarterly Key Performance Indicator Analysis

    • Priority Support

Partner with Upscale Financial to save time, reduce stress, and focus on growing your business while we handle the numbers. Let us help you build a solid financial foundation for long-term success.

Contact us today to learn more about how our monthly bookkeeping services can benefit your business!