Packages
It’s that diversity of thought and opinion that allows us to better challenge the norm, identify creative solutions.
What suits your business?
Compliance
Recommended for up to $10K in monthly revenues
$250
- Essential includes:
- Quarterly frequency
- Tax overview
- Cloud bookkeeping (up to 3 bank accounts)
- -
- Quarterly GST and PST filings
- Quarterly reports (financial)
- Payroll – 1 person
- Annual financial statements & corporate tax return (T2)
- Personal tax return (owner-manager)
- CRA support
Growth
Recommended for up to $30K in monthly revenues
$500
- Growth includes:
- Monthly frequency
- Tax planning - Basic
- Cloud bookkeeping (up to 5 bank accounts)
- -
- Monthly GST and PST filings
- Monthly reports (financial)
- Payroll – up to 5 persons
- Annual financial statements & corporate tax return (T2)
- Personal tax return (owner-manager)
- CRA support
Scale
Recommended for up to $50K in monthly revenue
$750
- Growth includes:
- Monthly frequency
- Tax planning - Advanced
- Cloud bookkeeping (up to 7 bank accounts)
- Accounts payable support
- Monthly GST and PST filings
- Monthly reports (financial & operations)
- Payroll – up to 10 persons
- Annual financial statements & corporate tax return (T2)
- Personal tax return (owner-manager)
- CRA audit protection
Retainer
Recommended for $50K and above in monthly revenues
$1,100
- Growth includes:
- Weekly/live frequency
- Tax planning - Advanced
- Cloud bookkeeping (up to 15 bank accounts)
- Accounts payable and receivable support
- Monthly GST and PST filings
- Monthly reports (financial, operational & strategic)
- Cashflow, forecasting, and KPI reporting
- Payroll – up to 15 persons
- Annual financial statements & corporate tax return (T2)
- Personal tax return (owner-manager)
- CRA audit protection
What suits your business?
Launch
Are you a start-up? Then this may be the plan for you! Many start-up businesses begin without the necessary financial insight to ‘act upon’ in a timely manner. We can help you change this approach and set you up for success!
- Unlimited bookkeeping.
- Fully cycle accounting.
- Monthly financial statements [P&L & Balance Sheet]
- Monthly accountant meeting to discuss results.
- Payroll – basic for owner-managers only.
- Annual GST/HST, WCB and PST returns.
- Annual CFO review and strategy meeting.
- Annual corporate tax return T2.
- Annual personal tax return T1 – for the owner-manager only.
- Tax planning – basic to optimize owner-manager tax situation.
- CRA audit shield - Optional
Scale
Is your business in operation for a while? Waiting for your financial results for months? Noticing bookkeeping issues? Behind on your taxes? Does your current bookkeeper/accountant take weeks to respond? Our Scale plan will relieve your accounting and tax pain points.
- Everything in Launch Plan Plus:
- Dedicated accountant on your team.
- 15-day Monthly Financial Closure - Guaranteed
- Payroll – up to 10 employees.
- Monthly/Quarterly - GST/HST, WCB and PST returns.
- Quarterly CFO review and strategy meeting.
- Annual corporate tax return T2.
- Annual personal tax return T1 – for the owner-manager only
- CRA audit shield - Included
Premium
Many small businesses recognize the need for a skilled financial leader (professional) but can’t afford or manage one in-house. Our fractional CFO services play a crucial role in this situation.
- Everything in Scale Plan Plus:
- Dedicated financial controller.
- Payroll – up to 25 employees
- Treasury functions – Bill pay services [Accounts payable management]
- Cash flow forecasting.
- Expense budgeting and variance analysis.
- Monthly CFO review and strategy meeting.
- Tax planning – extensive to align with long-term business objectives and exit strategy for owner-managers.
Our Services
Find Out More
Let’s Get In Touch
Join other people and get answers on how to improve your business, insurance, human resources and more.
©2023 All rights reserved. Read our Privacy Policy & Terms & Conditions for more.