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Packages

Starter

From $249 per month

  • Quarterly bookkeeping

  • Up to 40 transactions per month

  • 1 Bank and 1 credit card reconciliation

  • Sales tax (GST) filing

  • Software license

  • ​Up to 5 emails per month

  • Year-end financial statements

  • Financial review meeting (annual)​

  • Onboarding fees

  • ​T5 filing

  • T4 filing

  • Payroll for up to 2 employees

  • Corporate tax filing (T2)

  • Training meetings

  • Liaison with CRA on routine matters

Growth

From $349 per month

  • Monthly bookkeeping

  • Up to 60 transactions per month

  • 1 Bank and 1 credit card reconciliation

  • Sales tax (GST) filing

  • Software license

  • ​Unlimited email support

  • Year-end financial statements

  • Financial review meeting (semi-annual)

  • Onboarding fees

  • T5 filing

  • T4 filing

  • Payroll for up to 2 employees

  • Corporate tax filing (T2)

  • Training meetings

  • Liaison with CRA on routine matters

Scale

From $449 per month

  • Monthly bookkeeping

  • Up to 100 transactions per month

  • 2 Bank and 2 credit cards reconciliation

  • Sales tax (GST) filing

  • Software license

  • ​Unlimited email support

  • Year-end financial statements

  • Financial review meeting (quarterly)

  • Onboarding Fees

  • T5 filing

  • T4 filing

  • Payroll for up to 5 employees

  • Corporate tax filing (T2)

  • Training meetings

  • Liaison with CRA on routine matters

Bookkeeping & Taxes

Core

For companies  $100K - $500K annual revenue

  • Monthly Financial Reporting (basic financial statements)

  • Cash Flow Monitoring

  • Expense Tracking & Cost Control

  • Basic Budgeting Assistance

  • QuickBooks/Xero Review & Optimization

  • ​Basic KPI Tracking (e.g., revenue, profit margins)

  • Financial Check-In Call (monthly)​

Accelerator

For companies  $500K - $5M annual revenue

  • Everything in Core plus

  • Detailed Monthly Financial Reporting & Analysis

  • Cash Flow Forecasting (short-term projections)

  • Budget Development & Reporting

  • Growth Planning & Financial Strategy

  • Financial Performance Analysis & Benchmarking

  • Quarterly Strategy Review

  • Custom Financial KPIs & Dashboard Setup

  • Profitability & Pricing Analysis

Partner

For companies $5M+ annual revenue

  • Everything in Accelerator plus

  • Advanced Financial Modeling & Forecasting

  • Long-Term Cash Flow Projections

  • Budget Development & Strategic Cost Management

  • High-Level Growth & Expansion Strategy

  • Profitability Optimization & Pricing Strategy

  • Capital Raising & Investor Relations Support

  • M&A Due Diligence & Business Valuation

  • Board-Level Reporting & Advisory

  • Debt & Equity Financing Strategy

  • Business Scaling & Operational Efficiency Improvements

Fractional CFO

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