Clarity for businesses ready to grow
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Get your financial house in order. Reliable bookkeeping, tax prep, and clean records - handled by our team so you never have to think about it.
Monthly bookkeeping (cloud-based - QBO or Xero)
Bank and credit card reconciliation
Receipt and document management
Annual personal tax return (T1)
Quarterly check-in call
Email support within 48 hours
Best for: Sole proprietors, owner-operators, and smaller trades companies doing under $1M.
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See where your money's actually going. Everything in Foundation plus proactive financial management — real reporting, corporate tax, and monthly insights so you stay ahead of problems.
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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Your CFO - without the salary. Everything in Accelerate plus full fractional CFO advisory. Monthly financial briefings, cash flow forecasting, job costing analysis, and a direct line to a CPA who knows your business inside out.
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.