"Your Financial Roadmap to Scale"
All-inclusive, Fixed-fee package for every stage of your journey
To scale your business, you need more than just numbers—you need a strategy. Our fixed-fee packages are designed to be the financial engine for your ambition, giving you the clarity to plan ahead and the confidence to invest in growth. Forget billing surprises; let's focus on your future.
Crystal-clear financials every month—automated bookkeeping, compliant tax filings, and QuickBooks Online included. Finally, books that make sense.
Operations that keep pace with growth, seamless payroll, managed AP/AR, and monthly KPI dashboards that spotlight opportunities
Designed for Market Leaders
Financial leadership without the overload of strategic forecasting, board-level reporting, and the CFO insights that drive million-dollar decisions
Monthly Bookkeeping & Bank Reconciliation
Quarterly GST/HST Filing & CRA Compliance
Bi-Weekly Payroll Processing & CRA Remittance Filing (Up to 5 Employees)
Month-End Financial Reports - Basic
Everything in the Foundation
Accounts Payable & Receivable Management
Automated Bill Payments - Payment Approval Process Setup
Monthly Management Reports with Custom KPIs
Expanded Payroll Support (Up to 15 Employees)
Budget Tracking & Cash Flow Management
Advanced Cash Flow Forecasting & Rolling Budget
Variance Analysis, Scenario Modeling, Pricing/Margin Analysis
Board-ready Financial Presentations
Custom SOP & Finance Process Design
Annual Budget Preparation & Monitoring
Unlimited Payroll Processing
