Transparent Pricing. No surprises.

Clear, fixed-fee packages for recurring services. Custom scoping for advisory engagements so you only pay for what you need.

Pricing

$1,500+ | Billed every 4 weeks

Foundation

For sole proprietors and smaller operations that need clean books and taxes handled without the headaches and costs of a bigger firm.

  • Monthly bookkeeping (cloud-based - QBO or Xero)

  • Bank reconciliation

  • Credit reconciliation

  • Receipt and document management

  • Annual personal tax return (T1)

  • Quarterly check-in call

  • Email support within 48 hours

  • Strategic insights

  • Incorporation assistance

Best for: Sole proprietors, owner-operators, and smaller trades companies doing under $1M.

Get Started

$5,000+ | Billed every 4 weeks

Partnership

For established companies who need a real financial partner. CFO-level strategy, cash flow forecasting, and job profitability analysis — without the full-time salary.

  • Everything in Accelerate

  • Monthly CFO Briefing — plain-English financial report with KPIs, trends, red flags, and action items

  • 13-week rolling cash flow forecast — updated monthly

  • Job-by-job profitability analysis

  • Monthly 45-minute advisory call

  • Bid and estimate review support

  • Year-end tax optimization

  • Bonding and financing support

  • Unlimited email and phone access

Best for: Established companies doing $2M–$20M who want to stop guessing and start making decisions with confidence.

Get started

$2,500+ | Billed every 4 weeks

Accelerate

For growing companies that need proactive financial management. Real reporting, tax planning, and monthly insights.

  • Everything in Foundation

  • Corporate tax filing (T2) and NTR compilations

  • GST/HST returns

  • Payroll processing

  • Monthly financial statements with commentary

  • Year-round tax planning

  • Cloud accounting setup and training

  • Monthly insights call

  • Priority email and phone support

Best for: Growing companies and contractors doing $1M–$3M who are scaling and want to stay ahead of it

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Need Something Specific?

Our advisory engagements are scoped to your situation — not a one-size-fits-all package. Tell us what you're working on and we'll provide a clear proposal with fixed fees and defined deliverables.

  • Valuations, M&A support, due diligence, succession planning

  • Corporate restructuring, estate planning, owner compensation optimization

  • Cloud accounting setup, workflow automation, job costing system design

  • Review engagements, compilations, special purpose reports

Common Questions

Everything you need to know before getting started.

  • Most accountants focus on compliance - making sure taxes are filed and books are technically correct. We do that too. But our Accelerate and Partnership tiers go further. We help you actually use your numbers to make better decisions. Think of it as the difference between someone who keeps score and someone who helps you win.

  • Not necessarily. If your bookkeeper is solid, our higher tiers can layer on top. If your books need work, we can handle everything. We'll figure out the right setup on our first call.

  • A full-time CFO costs $150K–$250K+ per year. Our Partnership tier gives you the same strategic insight - monthly reporting, cash flow forecasting, profitability analysis at a fraction of the cost.

  • Each package includes the services listed above as a fixed monthly fee. There are no hidden charges - if your needs change or additional work is required, we'll always discuss scope and pricing with you first.

  • Absolutely. We review your plan quarterly to make sure it still fits. Upgrading or adjusting is seamless - we handle the transition so nothing falls through the cracks.

  • We work with QuickBooks Online, Xero, and Sage, among others. If you're not yet on a cloud platform, we'll help you choose the right one and manage the entire setup and migration.

  • After your initial consultation, we send a clear engagement letter outlining scope and fees. From there, we set up your systems, gather prior-year data, and schedule a kickoff call — typically completed within two weeks.

  • Yes. Clients who opt for annual billing receive a 10% discount on their monthly package rate. We'll cover the details during your consultation.