All of our plans include
✅ Free Subscriptions
All clients will receive complimentary subscriptions to:
Quickbooks Online, AutoEntry, Sharefile, Rewind Backups
✅ 10-Step Growth Plan
Each client will receive a 10-step growth plan prepared by a dedicated CFO.
✅ Bookkeeping Support
Each client will have unlimited access to our team of bookkeepers to support ongoing accounting activities.
✅ Fractional CFO Services
Books are updated monthly.
Our service plans
Plus |||
(Most Popular)
• Monthly reviewed growth plan
• Quarterly internal financial statements
• Payroll & billing services
• Unlimited access to dedicated CFO
• Automated payment solutions for accounts receivable and payable
“For businesses wanting a fractional CFO in their back pocket”
Select ||
• Monthly reconciliation
• HST filings
• Quarterly reviewed growth plan
• Semi-annual internal financial statements
• Two calls per month with a dedicated CFO
“For businesses needing help getting to the next level”
Core |
• Monthly bookkeeping
• HST filings
• Annually reviewed growth plan
• Annual internal financial statements
• One email question per month with a dedicated CFO
“For businesses just starting out, wanting simple assistance”
⚠️ Important Information
Our plans are unique, so we do not include pricing on our website. To receive a quote for your business, please get in touch with us, and we will get back to you.
