Simple Packages. Senior-Level Expertise.
All packages are more cost-effective than local hires — without sacrificing quality. Choose a plan that fits your business today and scale as you grow.
📌 These packages apply to Canadian clients only. For international pricing, view packages by country ↗.
Clean, CRA-ready books every month — everything a Canadian business needs to stay organized and audit-ready.
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- ASPE-compliant reporting
- QuickBooks or Xero management
- Email support during business hours
- Cash Flow Statement
- AR / AP tracking
- CFO or Controller service
Bookkeeping plus the financial clarity to make real decisions — cash flow, AR/AP, and priority support in one package.
- Monthly bookkeeping (up to 5 bank accounts)
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow
- ASPE-compliant reporting
- QuickBooks or Xero management
- Priority email & video call support
- Cash Flow Statement
- AR / AP tracking & aging reports
- CFO or Controller service
CFO-level financial leadership for complex, growing Canadian businesses — unlimited bookkeeping, deep reporting, and strategic oversight.
- Monthly bookkeeping (unlimited transactions)
- Bank & credit card reconciliation
- Full monthly financial reporting package
- ASPE / IFRS compliant reporting
- Multi-software management
- Priority email & video call support
- Cash Flow & KPI Reports
- AR / AP tracking & aging reports
- CFO / Controller service & budget forecasting
- Dedicated account manager
Everything Side by Side
See exactly what's included in each package.
| Feature | Essentials | Growth | Enterprise |
|---|---|---|---|
| Monthly bookkeeping | ✓ Up to 150 txn | ✓ Up to 5 accounts | ✓ Unlimited |
| Bank & card reconciliation | ✓ | ✓ | ✓ |
| Monthly P&L & Balance Sheet | ✓ | ✓ | ✓ |
| ASPE / IFRS compliant reporting | ✓ ASPE | ✓ ASPE | ✓ ASPE & IFRS |
| Cash Flow Statement | — | ✓ | ✓ |
| Cash Flow & KPI Reports | — | — | ✓ |
| AR / AP tracking | — | ✓ | ✓ |
| Aging reports | — | ✓ | ✓ |
| CFO / Controller service | — | — | ✓ |
| Budget & forecasting | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Video call support | — | ✓ | ✓ |
Available with Any Plan
Ask us about bundling add-ons with your package.
Chart of Accounts Setup
Properly structured COA built for your industry, CRA requirements, and accounting software.
Bookkeeping Cleanup
Bring messy or overdue books current — one-time project, flat fee.
T4 / T4A Filing
Year-end T4 and T4A slips prepared and filed accurately for all employees and contractors.
GST/HST Registration
CRA registration support for businesses that have reached the GST/HST threshold.
Corporation Tax Return (T2)
Accurate T2 corporate income tax return preparation — CRA-ready and filed on time.
Management Accounts
Monthly or quarterly management accounts — P&L, balance sheet, and KPIs built for decisions.
