Flexible service packages designed to support growing businesses at every stage.

STARTER PLAN

Starting at $499/month

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Best For

Small businesses and startups

Includes

• Monthly bookkeeping

• Up to 2 bank reconciliations

• GST/HST filing

• Monthly financial reports

• Email support

• QuickBooks management

CFO
PLAN

GROWTH PLAN

Starting at $2,500/month

Starting at $999/month

Best For

Established businesses seeking strategic financial leadership

Best For

Growing businesses needing financial oversight

Includes

• Everything in growth plan

• Monthly strategic meetings

• Forecasting and budgeting

• Financial analysis

• Growth planning

Includes

• Weekly bookkeeping

• Up to 4 bank reconciliation

• GST/HST filing

• Monthly financial reports

• Payroll - up to 2 employees

• Quarterly advisory meetings

• Tax planning support