Simple, transparent pricing plans for Bookkeeping, Tax, and CFO services
Essentials
Starting at
$400
/month
Best for: Incorporated businesses that need accurate, reliable bookkeeping handled seamlessly without constant oversight or having to think about it regularly
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
Best for: You need more than clean books. You want reliable monthly financials, controller-level oversight, and numbers you can actually make confident decisions from.
Up to 200 transactions/month
Everything in Essentials, plus:
- Controller-level oversight
- Accrual-basis bookkeeping
- Priority support
- Quarterly financial review with your bookkeeper
Starting at
$1,250
/month
Best for: High volume, complex structure. You need a bookkeeping partner who can keep pace, consolidate across entities, and review your financials every month.
From 400+ transactions/month
Everything in Core, plus:
- Custom chart of accounts
- Revenue recognition support
- Multi-entity bookkeeping and reporting
- Cash flow tracking and variance reporting
- Year-end package with comparative financials
- Monthly financial review with your bookkeeper
Essentials
Starting at
$350
/month
Best for: You are incorporated and you want accurate, reliable books professionally handled without having to think about it daily, while staying fully organized and compliant.
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
Best for: You need more than clean books. You want detailed monthly financials, controller-level oversight, and accurate numbers you can actually make decisions from.
Up to 200 transactions/month
Everything in Essentials, plus:
- Controller-level oversight
- Accrual-basis bookkeeping
- Priority support
- Quarterly financial review with your bookkeeper
-
Save up 15%
Starting at
$1,050
/month
Best for: High volume, complex structure. You need a bookkeeping partner who can keep pace, consolidate across entities, and review your financials every month.
From 400+ transactions/month
Everything in Core, plus:
- Custom chart of accounts
- Revenue recognition support
- Multi-entity bookkeeping and consolidation reporting
- Cash flow tracking and variance reporting
- Year-end package with comparative financials
- Monthly financial review with your bookkeeper
Essentials
Starting at
$1,950
/year
Best for: You are incorporated, your books are in order, and you want accurate filings and a reliable tax advisor who knows your business.
Up to 75 transactions/month
What's included:
- A dedicated tax advisor familiar with your business
- Review of your balances and reporting for accuracy
- Assistance summarizing and determining eligible expenses and credits
- T2 corporate income tax return
- T1 individual income tax return (owner-manager)
- HST/GST return preparation and filing
- Tax slips: T4 (Employment) and T5 (Dividends)
- Tax deferral, income splitting, and tax efficient distribution strategies
- CRA installment planning and payment guidance
- Personalized tax calendar and email due date reminders
- General communication and correspondence with the CRA
- Secure digital portal for uploading and managing tax documents
- Electronic filing and CRA receipt confirmation
Core
Starting at
$2,950
/year
Best for: You want more than accurate filings. You want proactive planning, year-round support, and someone looking at your full tax picture before decisions are made.
Up to 200 transactions/month
Everything in Essentials, plus:
- Annual tax planning review
- Deeper review to make sure your books are year-end ready
- Recommendations and adjustments to strengthen your file
- Ongoing support to answer all of your questions throughout the year
- Year-round tax advisory on decisions with tax implications
Starting at
$4,950
/year
Best for: Complex structure, significant income, or both. You want a tax advisor fully embedded in your business, working across your corporate and personal picture all year.
From 400+ transactions/month
Everything in Core, plus:
- Priority scheduling and accelerated turnaround
- Corporate and personal tax optimization review
- Holding company and corporate structure review
- Quarterly tax planning review
- Shareholder loan compliance review
- SR&ED eligibility review (where applicable)
- Tax efficient investment strategy
Add-on Services
Virtual Accountant
Starting at
$2,000
/month
Best for: Businesses who already have the expertise and strategic financial oversight in-house but need additional support to handle day-to-day financial tasks. This service provides the “people power” necessary to execute transactional accounting functions efficiently and accurately.
Revenue: Up to $5M
Onboarding: 6-8 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
$3,800
/month
Best for: Businesses seeking robust financial oversight and reliable financial reporting without the need for ongoing strategic planning or detailed financial forecasting. This service ensures strong financial management and accurate records to support informed decision-making.
Revenue: $5M to $10M
Onboarding: 6-8 Weeks
Everything in Essentials, plus:
- KPI dashboard & tracking
- A/R & A/P monitoring
- Budgeting support
- Budget vs actual variance reporting
- 13-week cash projections
- Cost control strategies
- Monthly Performance Meeting
Virtual CFO
Starting at
$5,900
/month
Best for: Businesses aiming to achieve specific business goals whether it’s scaling for growth, improving cash flow, or preparing for an exit. The Virtual CFO provides strategic insights and guidance to align sales, operations, and finance, ensuring every aspect of the business works together with the purpose of achieving long-term success.
Revenue: $10M+
Onboarding: 6-8 Weeks
Everything in Virtual Controller, plus:
- Cash flow projections
- Financial forecasting
- Custom management reporting
- Capital planning & funding strategy
- Profit maximization strategies
- Sales Outlook Analysis
- Incentive Plans
- Bank Relationships
- Unlimited Advisory Support
- Leadership/Board Meetings
Essentials
Service focus: CFO leadership for ambitious small and medium-sized businesses without the cost of a full-time hire.
$400
/month
Best for: Owner-managed businesses generating $1M or more in revenue that need senior financial leadership, not just compliance. Whether you are navigating growth, managing cash flow pressure, or building toward an exit, this is fractional CFO support that fits your business at a fraction of the full-time cost.
Up to 75 transactions/month
How the engagement works
- Flexible monthly contract
- Start within days, not months
- Backed by a full team, not a single hire
- No notice period risk
- Scales with your business as needs change
- No long-term commitment
- Immediate replacement if not the right fit
- No recruitment or placement fees
- Fraction of the cost of a full-time CFO
- Cross-industry insight from working across multiple businesses
How We Drive Impact
Planning for growth or a future exit?
Value Growth and Exit Planning engagements are scoped and priced based on your business, your goals, and where you are in the journey. Every engagement is different and every conversation starts the same way: with a clear, no-obligation discussion about what you are building toward and what it would take to get there.
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.
Any Questions? Start Here
Find answers to common questions about Wefinx, our services, and what it’s like to work with us.
Most accounting firms focus on keeping the books current and the filings done. We do that too, but our role usually goes further. Wefinx brings together bookkeeping, accounting, tax, CFO services, value growth, and exit planning, so you get support for the day-to-day financial work and the bigger decisions that shape the business over time.
We’re typically a good fit for businesses that need more than basic bookkeeping but are not ready to build a full in-house finance team. That often includes growing owner-managed businesses, established small and mid-sized companies, and leadership teams that want better financial visibility, stronger support, and more confidence in the numbers.
We provide support across bookkeeping, accounting, tax, CFO services, value growth, and exit planning. Some clients come to us because they need a stronger financial foundation. Others need more strategic support around cash flow, reporting, profitability, planning, business value, or transition readiness.
If the main need is keeping the books current and staying on top of tax and compliance, bookkeeping and accounting support may be enough for now. But once you’re making bigger decisions around growth, cash flow, profitability, hiring, pricing, planning, or the future direction of the business, CFO support becomes much more valuable.
Pricing depends on the scope and complexity of the work. That can include the condition of the books, transaction volume, reporting needs, systems, and the level of ongoing support required. We tailor the engagement so the support fits the business properly, rather than forcing you into a generic package.
Yes. You’ll have a dedicated main point of contact who knows your business and keeps communication clear and consistent. Behind that, you also benefit from a broader team with experience across accounting, tax, CFO support, and advisory.
Any Questions? Start Here
Find answers to common questions about Wefinx, our services, and what it’s like to work with us.
Most accounting firms focus on keeping the books current and the filings done. We do that too, but our role usually goes further. Wefinx brings together bookkeeping, accounting, tax, CFO services, value growth, and exit planning, so you get support for the day-to-day financial work and the bigger decisions that shape the business over time.
We’re typically a good fit for businesses that need more than basic bookkeeping but are not ready to build a full in-house finance team. That often includes growing owner-managed businesses, established small and mid-sized companies, and leadership teams that want better financial visibility, stronger support, and more confidence in the numbers.
We provide support across bookkeeping, accounting, tax, CFO services, value growth, and exit planning. Some clients come to us because they need a stronger financial foundation. Others need more strategic support around cash flow, reporting, profitability, planning, business value, or transition readiness.
If the main need is keeping the books current and staying on top of tax and compliance, bookkeeping and accounting support may be enough for now. But once you’re making bigger decisions around growth, cash flow, profitability, hiring, pricing, planning, or the future direction of the business, CFO support becomes much more valuable.
Pricing depends on the scope and complexity of the work. That can include the condition of the books, transaction volume, reporting needs, systems, and the level of ongoing support required. We tailor the engagement so the support fits the business properly, rather than forcing you into a generic package.
Yes. You’ll have a dedicated main point of contact who knows your business and keeps communication clear and consistent. Behind that, you also benefit from a broader team with experience across accounting, tax, CFO support, and advisory.