WHAT WE OFFER

VIP

STARTING AT

$899+

PER MONTH

Your outsourced CFO!
Xero or Quickbooks Online subscription included

  • Hubdoc subscription included

  • Weekly transaction and invoice matching

  • Annual Budget & Profit Plan

  • Monthly bank reconciliations

  • Monthly adjusting journal entries (as required)

  • Monthly debriefs (Reports)

  • Monthly budget-to-actual reports

  • Monthly cash flow planning

  • Quarterly forecast planning

  • Monthly Financial Review Meeting (1 hour)

  • Estimated Business Income Tax Calculations

  • GST/HST Preparation & Filing

  • App Consulting

  • Year-end financial statements for tax filing purposes

  • e-mail communication

Advanced

STARTING AT

$599+

PER MONTH

Xero or Quickbooks Online subscription included

  • Hubdoc subscription included

  • Biweekly transaction and invoice matching

  • Monthly bank reconciliations

  • Monthly adjusting journal entries (as required)

  • Monthly debriefs (Reports)

  • Monthly Financial Review Meeting (45 minutes)

  • Estimated Business Income Tax Calculations

  • GST/HST Preparation & Filing

  • Year-end financial statements for tax filing purposes

  • e-mail communication

Basic

STARTING AT

$349+

PER MONTH

Xero or Quickbooks Online subscription included

  • Hubdoc subscription included

  • Monthly transaction and invoice matching

  • Monthly bank reconciliations

  • Monthly adjusting journal entries (as required)

  • Monthly basic financial debriefs (Reports)

  • Quarterly Financial Review Meeting (1 hour)

  • GST/HST Preparation & Filing

  • Year-end financial statements for tax filing purposes

  • e-mail communication