Monthly Membership Plans

Starter · Growth · CFO

Live books. Year-round advice. Starting at $500/month.

Built for incorporated owners who need current numbers all year — payroll running, HST filed on time, and real answers before decisions, not after. Every plan includes monthly financials delivered on the 1st, tax-smart strategies, and 24/7 AI support backed by CPA oversight. Our average client saves $12K+ per year.

Why it costs more than our Year-End plans: your books live in QuickBooks Online and are closed every single month — twelve closes a year instead of one — so your numbers are always decision-ready and your accountant is always in the loop.

Three Plans. One Goal: Keep More of What You Earn.

Starter — $500/month. Your books closed monthly in QuickBooks Online, corporate and personal taxes filed, HST and payroll handled, CRA kept off your plate.

Growth — $750/month. Everything in Starter, plus quarterly tax & profit reviews, salary vs. dividend optimization, RRSP/TFSA planning, and CPA-signed financials.

CFO — $1,500/month. Everything in Growth, plus quarterly strategy sessions, cash flow & profit forecasting, wealth planning, and CRA audit protection.

File HST annually and don't need month-to-month numbers? Our Year-End Tax Plans start at CA$3,600/year.

BOOK A FREE DISCOVERY CALL

First month free · 90-day money-back guarantee · Find out which plan fits your business.

Pricing

Plans for small businesses

Flat monthly pricing. No surprise bills.

Starter

Your books done, your taxes filed, your time back.

$500/month
Get Started
  • Monthly Bookkeeping & Financial Reports
  • Corporate & Personal Tax Filing
  • GST/HST Filings
  • Payroll Support
  • CRA Deadline Reminders
  • CRA Issue Handling
  • Mortgage & Financing Support
  • Jarvis 24/7 AI support, backed by CPA oversight

Best for

Owners who want their books and taxes fully handled — no in-house bookkeeper needed.

Typically up to ~$500K revenue

Most Popular

Growth

Keep more of what you earn.

$750/month
Get Started

Everything in Starter, plus

  • Quarterly Tax & Profit Review
  • Salary vs Dividend Strategy to minimize taxes
  • Tax Savings Opportunities Report
  • RRSP, TFSA & Capital Gains Planning
  • CPA-Signed Financial Statements
  • Multi-Currency Accounting

Best for

Established businesses ready to actively lower their tax bill and plan ahead.

Typically ~$500K–$2M revenue

CFO

Your accountant becomes your strategic partner.

$1,500/month
Get Started

Everything in Growth, plus

  • Quarterly Strategy Sessions
  • Cash Flow & Profit Forecasting
  • Wealth & Retirement Planning
  • CRA Audit Protection + On-Time Filing Guarantee
  • Written Tax Advisory Guidance
  • Long-Term Profit Planning

Best for

Owners who want a true financial partner: strategy, forecasting, and wealth planning.

Typically $2M+ revenue

FAQ’s - Monthly planS Edition

  • Everything. You get full access to your plan from day one bookkeeping, tax compliance, your QuickBooks Online subscription, and our AI chatbot. There's no limited version. You experience exactly what our ongoing clients get.

  • Simple. If you're not happy within 90 days of signing up, we refund every dollar you've paid. No questions asked. We take on the risk so you don't have to.

  • Starter handles your books, taxes, and compliance everything you need to stay organized and CRA-ready.

    Growth adds tax optimization strategies like salary vs. dividend planning, CPA-signed financials, and RRSP/TFSA planning to help you keep more of what you earn.

    CFO gives you a strategic partner with same-day support, strategic business reviews, and CRA audit protection.

  • Yes. You can upgrade or downgrade anytime. Most clients start on Starter and move to Growth once they see how much more they could be saving on taxes.

  • Our average client saves $12,000 or more per year. The exact amount depends on your business structure, income, and current tax strategy — which we review during your first month.

  • We serve 200+ Canadian business owners across real estate, crypto, tech, construction, consulting, health and fitness, retail, and more. If you run a small business in Canada, we can help.

  • QuickBooks Online. It's included in every plan at no extra cost. If you're on a different platform, we'll handle the migration for you.

  • On the 1st of every month. No chasing, no delays. Your books are closed and financials delivered automatically so you always know where your business stands.

  • That's fine. Many clients come to us from another bookkeeper or accountant. We handle the full transition including contacting your previous provider, transferring records, and getting your books up to date.

  • Book a free discovery call. We'll learn about your business, recommend the right plan, and if we're a fit, you'll receive a proposal. Once signed, your first 30 days are free and you're covered by our 90-day money-back guarantee.

BOOK A FREE DISCOVERY CALL

Still have questions? We'll answer them on the call.