Simple, Transparent Pricing Plans for Bookkeeping, Tax, and CFO Services
Essentials
Starting at
$400
/month
Up to 75 transactions/month
What's included:
- Dedicated bookkeeper
- Cash-basis bookkeeping (bank and credit cards)
- Accurate monthly books
- Online financial reporting
- Year-end tax-ready financial packages
- Multi-channel support (portal, email, phone)
Core
Starting at
$850
/month
Up to 200 transactions/month
Best for: For businesses that need more than clean books, including accrual accounting, controller oversight, and clearer monthly review.
What's included:
- Accrual-basis bookkeeping
- Priority support
- Quarterly financial review with your bookkeeper
Starting at
$1,250
/month
From 400+ transactions/month
Best for: For businesses with higher volume, more complexity, multi-entity activity, or reporting needs that require stronger financial control.
What's included:
- Custom chart of accounts
- Revenue recognition support
- Multi-entity bookkeeping and reporting
- Monthly financial review with your bookkeeper
Add-on Services
Need additional support? Add these services to your monthly plan as your business grows.
- Payroll processing
- T4 and T5 slips
- WSIB support
- CRA correspondence support
- Bill coding and bill payment
- Customer invoicing
- A/R follow-up
- Spend management tracking
- Corporate tax return
- Personal tax return for owner-manager
- Tax planning review
- Quarterly advisory review
Essentials
Starting at
$350
/month
Up to 75 transactions/month
What's included:
- Dedicated bookkeeper
- Cash-basis bookkeeping (bank and credit cards)
- Accurate monthly books
- Online financial reporting
- Year-end tax-ready financial packages
- Multi-channel support (portal, email, phone)
Core
Starting at
$750
/month
Up to 200 transactions/month
Best for: For businesses that need more than clean books, including accrual accounting, controller oversight, and clearer monthly review.
What's included:
- Accrual-basis bookkeeping
- Priority support
- Quarterly financial review with your bookkeeper
Save up 15%
Starting at
$1,050
/month
From 400+ transactions/month
Best for: For businesses with higher volume, more complexity, multi-entity activity, or reporting needs that require stronger financial control.
What's included:
- Custom chart of accounts
- Revenue recognition support
- Multi-entity bookkeeping and consolidation reporting
- Monthly financial review with your bookkeeper
Add-on Services
Need additional support? Add these services to your monthly plan as your business grows.
- Payroll processing
- T4 and T5 slips
- WSIB support
- CRA correspondence support
- Bill coding and bill payment
- Customer invoicing
- A/R follow-up
- Spend management tracking
- Corporate tax return
- Personal tax return for owner-manager
- Tax planning review
- Quarterly advisory review
Essentials
Starting at
$1,950
/year
Best for: Incorporated businesses that need accurate tax filings, organized records, and reliable year-end support.
Up to 75 transactions/month
What's included:
- Dedicated tax advisor familiar with your business
- Review of balances and reporting for accuracy
- T2 corporate income tax return
- HST/GST return preparation and filing
- T4 and T5 slip preparation
- CRA instalment planning and payment guidance
- Secure digital portal for tax documents
- Electronic filing and CRA receipt confirmation
Core
Starting at
$2,950
/year
Best for: Businesses that want proactive tax planning, year-round support, and a deeper review before filings are completed.
Up to 200 transactions/month
What's included:
- Everything in Essentials
- Annual tax planning review
- Deeper year-end review before filings are completed
- T1 individual income tax return for owner-manager
- Recommendations to strengthen the tax file
- Year-round support for tax questions
- Personalized tax calendar and due date reminders
Scale
Starting at
$4,950
/year
Best for: Businesses with more complex income, corporate structure, or shareholder planning needs that require deeper tax advisory.
From 400+ transactions/month
What's included:
- Everything in Core
- Priority scheduling and accelerated turnaround
- Corporate and personal tax optimization review
- Holding company and corporate structure review
- SR&ED eligibility support, where applicable
- Tax efficient investment strategy review
- CRA communication and correspondence support
Final pricing depends on the complexity of your business, number of entities, filing requirements, shareholder structure, bookkeeping condition, and tax planning needs.
Add-on Services
Add tax, filing, and planning support as needed without overcomplicating your annual plan.
- Additional T1 individual income tax return
- Advanced T1 individual income tax return
- T4 slips
- T5 slips
- HST return filing
- SR&ED tax credit claim preparation
- CRA audit support and representation
- Corporate or personal tax planning session
- Corporate structure review
- Tax optimization review
- Quarterly advisory review
Virtual Accountant
Starting at
$2,950
/month
Best for: Businesses that need reliable accounting support, monthly financials, and a clean year-end package without building an internal finance team.
Typical fit: Up to $5M revenue
Onboarding: 6 to 8 weeks
What's included:
- Month-end close
- Accrual-basis accounting
- Revenue recognition
- Monthly financial statements
- Year-end close
- Year-end tax-ready financial package
- Multi-channel support (portal, email, phone)
Virtual Controller
Starting at
$4,950
/month
Best for: Businesses that need stronger reporting, KPI visibility, budgeting support, and financial oversight beyond day-to-day accounting.
Typical fit: $5M to $10M revenue
Onboarding: 6 to 8 weeks
What's included:
- KPI dashboard and tracking
- A/R and A/P monitoring
- Budgeting support
- Budget vs actual variance reporting
- 13-week cash projections
- Cost control strategies
- Monthly Performance Meeting
Virtual CFO
Starting at
$6,950
/month
Best for: Businesses that need forward-looking financial leadership around cash flow, forecasting, growth decisions, funding, and long-term planning.
Typical fit: $10M+ revenue
Onboarding: 6 to 8 weeks
What's included:
- Everything in Virtual Controller
- Cash flow projections
- Financial forecasting
- Custom management reporting
- Capital planning and funding strategy
- Profit maximization strategies
- Sales outlook analysis
- Incentive plans
- Bank relationship support
- Ongoing advisory support
Final pricing depends on transaction volume, reporting complexity, number of entities, payroll requirements, A/R and A/P workload, forecasting needs, advisory cadence, and onboarding complexity.
Add-on Services
Add the finance operations, reporting, and advisory support you need without overcomplicating your monthly plan.
- Payroll processing
- Bank coding and reconciliation
- Credit card coding and reconciliation
- Bill coding and bill payment
- Customer invoicing
- Spend management tracking
- Leadership and board meeting support
- Financing package support
- M&A and transaction Support
Fractional CFO
Senior financial leadership for ambitious owner-managed businesses that need CFO-level guidance without hiring a full-time CFO.
$400
/month
Best for: Best for owner-managed businesses with growing complexity, usually generating $3M+ in revenue, that need financial leadership around cash flow, growth, funding, profitability, or long-term transition planning.
Up to 75 transactions/month
How the model works
- Flexible monthly engagement
- Senior CFO-level guidance
- Supported by a full finance team
- Built around your business priorities
- Scales as your needs change
- No full-time hiring commitment
- Cross-industry insight
Fractional CFO support is focused on the financial decisions that shape growth, cash flow, profitability, funding, and long-term enterprise value.
How We Drive Impact
Coordinate business decisions with tax planning so structure, compensation, and timing are not handled in isolation.
Banking Relationships
Strengthen lender relationships, improve reporting packages, and support better financing outcomes.
Improve EBITDA quality, reduce owner dependence, and prepare the business for transition or sale conversations.
Capital and Funding
Prepare lender-ready financials, funding models, and a stronger business case for financing conversations.
Risk Management
Identify financial and operational risks early, then put controls and planning routines in place.
Internal Controls
Build checks, processes, and reporting disciplines that protect the business and improve confidence in the numbers.
Profit Improvement
Pinpoint where margin is leaking and improve profitability through pricing, cost control, and operating visibility.
Forecast cash with more precision, accelerate inflows, manage working capital, and build stronger reserves.
Growth and Scale Planning
Stress-test growth plans with forecasts, scenario planning, and clearer financial targets.
Need help choosing the right add-ons?
We’ll recommend the right combination based on your transaction volume, reporting needs, payroll setup, and tax complexity.
Have more questions? Check out our FAQs
Ready to build a stronger business?
Book a free consultation and find out exactly where your business stands financially, what is working, what needs attention, and what the right next step looks like.
