Pricing
A monthly package built around your business.
Monthly packages
Foundation
From$650 CAD/month
The essentials, handled well, for businesses getting their finances on solid ground.
- Monthly Bookkeeping and bank and credit card transactions
- Subscriptions to the accounting software you need
- GST/HST tracking and returns
- Year-end internal financial statements (white paper)
- Annual video review of your financials
- Support by email, phone, and text during regular business hours
Cornerstone
From$850 CAD/month
For businesses that want a clearer monthly picture and regular conversations.
- Everything in Foundation
- Monthly financial reports with plain-language notes
- Quarterly video review of your financials
- Year-end tax planning conversation
- Receipt and document workflow setup
Steward
From$2,000 CAD/month
Closer support for owners who want to plan ahead with confidence.
- Everything in Cornerstone
- Personal tax returns for one owner and their spouse
- Cash flow review and key numbers tracking
- Quarterly planning meeting
- Priority scheduling for questions
Each package has a one-time onboarding fee for setup and any cleanup of past records. We’ll give you a quote during our initial call.
Separate Add-ons
Added to your monthly package, priced by scope
- Controller Services
- Fractional CFO Services
- Corporate Tax Returns
Payables, receivables & payroll
Added to your monthly package, priced by scope
- Accounts Payable & Receivable
- Payroll
Consulting
Priced by agreed scope
- Automation Consulting
Personal Tax
From $500 CAD per person
- Available as a separate service
- Included for one owner and spouse in Steward
Connected services
Monthly package services
Monthly Bookkeeping
Organized records, bank and credit card transaction bookkeeping, and regular financial reporting that help you understand how your business is doing.
GST/HST Compliance
Support with GST/HST tracking, reconciliations, and returns as part of your accounting routine.