Services

Core Compliance

$500.00 / month + HST*

This package is for business owners seeking clean, accurate, and tax-ready books without ongoing involvement.

  • Monthly Bookkeeping in QuickBooks Online

  • Bank and credit card reconciliations

  • Receipt capture and documentation workflow

  • Chart of accounts review and consistency

  • GST/HST filings (annual or quarterly)

  • CRA correspondence related to bookkeeping

  • Monthly financial statements (P&L and balance sheet)

Growth Reporting

$850.00 / month + HST*

The perfect package for growing businesses that want to understand performance and catch issues early.

Everything in Core Compliance +:

  • Monthly management reporting with commentary

  • Month-over-month and year-to-date trend analysis

  • Gross margin visibility (where data allows)

  • Quarterly financial review meetings

  • Proactive issue identification and recommendations

Advisory & CFO

$1,500.00 / month + HST*

For established businesses making strategic decisions around hiring, pricing, and growth.

Everything in Growth Reporting +:

  • Accrual-based financial reporting (where appropriate)

  • Custom KPI dashboards

  • Monthly advisory meetings

  • Rolling 3–6 month cash flow forecasts

  • Budget vs. actual analysis

  • Scenario and decision support

*Prices listed are starting rates and are subject to change based on scope

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!