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Essentials

  • Up to 20 Transactions

  • Frequency Quarterly

  • Financial Statement Annually

  • HST Filing

  • Additional Support (2 hrs) quarterly

  • Quickbooks Online

  • Setup & Training*

  • Personal Tax Returns (1)

  • Payroll Training

Growth

  • Up to 50 Transactions

  • Frequency Monthly

  • Financial Statements Semi-Annual

  • HST Filing

  • Additional Support (1.5 hrs) monthly

  • Quickbooks Online

  • Setup & Training*

  • Personal Tax Returns (3)

  • Cloud Storage

  • Payroll Setup & Training

Growth Plus

  • Up to 120 Transactions

  • Frequency Monthly

  • Financial Statements Quarterly

  • HST Filing

  • Additional Support (2 hrs)  monthly

  • Quickbooks Online

  • Setup & Training*

  • Personal Tax Returns (4)

  • Cloud Storage​

  • Payroll Setup & Service

CFO Services
$1,500+ / month

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Same features as Growth Plus​

  • Strategic Planning, Internal Controls

  • Implement Best Practices, Detailed Financial Statement Review

  • Budgeting, Inventory Analysis, Growth Opportunities

  • Financial Plan

  • Cash Flow Management

Plans & Pricing
Small Business Accounting Plans To Suit All Budgets

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