A tiered set of services designed to grow with your business — from hands-on bookkeeping through to fractional CFO-level advisory support. Backed by full-cycle accounting and financial analysis experience across multi-entity organizations, plus QBO ProAdvisor certification. All packages are built around Ontario compliance requirements (HST, payroll remittances, CRA filing deadlines).
Growth is our recommended starting point for most clients — Essentials suits the earliest-stage or lowest-complexity businesses.
| Feature | Growth (Recommended) | Managed Finance | Essentials |
|---|---|---|---|
| Best for | SMBs with employees | Businesses wanting a finance partner | Solopreneurs & micro-businesses |
| Bookkeeping & bank reconciliation | |||
| Monthly financial statements | |||
| GST/HST filing | |||
| AP / AR management | |||
| Payroll processing | |||
| Monthly variance commentary | |||
| KPI dashboard | |||
| Cash flow statement | |||
| Monthly 30-min review call |
A common entry point for new clients — often converts into an ongoing monthly retainer once your books are clean. QBO ProAdvisor certified..
| Service | Details | Indicative Fee |
|---|---|---|
| QBO Setup (new business) | Chart of accounts, bank feed connection, initial categorization rules | $400 – $800 flat fee |
| QBO Cleanup / Migration | Historical reconciliation, re-categorization, error correction for existing messy books | $75 – $150/hr, or flat quote after diagnostic review |
Recommended for high-transaction-volume businesses (e-commerce, hospitality, multi-location retail) layered on top of any monthly package
| Service | Frequency |
|---|---|
| Bank & credit card reconciliation | Weekly |
| Transaction categorization | Weekly |
| AP processing (bill entry & approvals) | Weekly |
| AR follow-up on overdue invoices | Weekly |
| Cash position snapshot (1-page summary) | Weekly |
| Indicative add-on fee | +$200 – $500 / month |
Layered on top of a monthly package to add strategic check-ins and tax-instalment planning.
| Service | Purpose |
|---|---|
| Quarterly financial review meeting | Performance vs. plan check-in |
| Quarterly tax instalment estimate | Avoid year-end tax surprises |
| WSIB reconciliation (if applicable) | Compliance |
| Budget-vs-actual variance review | Advisory / accountability |
| Quarter-over-quarter trend analysis | Advisory |
| Indicative quarterly fee | $400 – $900 / quarter |
Our highest-value offering — combines compliance close-out with forward-looking planning.
.
| Service | Notes |
|---|---|
| Year-end bookkeeping cleanup & finalization | Prep for tax filing |
| T2 corporate tax return preparation | Or coordinated with your CPA |
| T4 / T5 preparation and filing | Payroll year-end |
| Annual budget build | Full facilitated process |
| 12-month cash flow forecast | Forward planning |
| Annual strategy session with owner | 60–90 min session |
| CPA coordination | For any audited / reviewed / bank-ready statements |
| Indicative annual fee | $1,500 – $4,000 / year |
For scaling or funded businesses that need ongoing finance leadership without a full-time hire. Includes everything in Managed Finance + Quarterly Review + Annual Strategy, plus:
.
| Service | Notes |
|---|---|
| Weekly cash monitoring | Proactive cash management |
| Ad hoc advisory calls | As-needed strategic support |
| Investor / board reporting support | Numbers preparation (non-signed) |
| Indicative monthly fee | $2,000 – $3,500+ / month |