Our plans are designed to meet the diverse needs of businesses at various stages of growth.

• Starter Plan: Ideal for startups, offering essential tools for initial growth and compliance at a competitive price of CA$345/month.

• Growth Plan: Tailored for established businesses, this plan provides advanced financial tools and strategies for CA$579/month.

• CFO Plan: Designed for companies looking for executive insights and strategic planning, this plan is priced at CA$1,135/month and includes comprehensive support.

Each plan has a limit on the number of transactions processed monthly:

• Starter Plan: Up to 100 transactions.

• Growth Plan: Up to 200 transactions.

• CFO Plan: Up to 300 transactions.
  Additional transactions can be accommodated for a small fee.

Yes, both plans include payroll processing for your salary, ensuring compliance and accuracy in your payroll management. For more extensive payroll services, consider our CFO plan, which offers hourly processing for additional employees.

All plans include tailored tax planning services.

• Starter Plan: Basic tax deductions and tax filing reminders.

• Growth Plan: More comprehensive tax strategies, including personal tax returns and tax planning for RRSP vs TFSA.

• CFO Plan: In-depth tax optimization strategies, capital gains optimization, and CPA-signed financial statements for advanced planning.

If you exceed your monthly transaction limit, we will notify you and discuss options to upgrade to a higher plan or accommodate the excess transactions for an additional fee. Our goal is to ensure your accounting needs are always met without interruption.

Absolutely! You can upgrade or downgrade your plan at any time to accommodate your growing business needs. Simply reach out to our support team, and we’ll handle the transition for you.

Each plan includes customized financial reports tailored to your business, which may encompass cash flow statements, income statements, and balance sheets, providing you with a comprehensive view of your financial health.

Our 30-day free trial allows you to experience our services risk-free. You can explore the benefits of your chosen plan, get support from our team, and see how we can streamline your accounting before committing.

All plans include support via email, phone, and our secure portal. The level of support varies, with the CFO plan offering more in-depth strategic consultations and direct access to senior accountants.

To book a discovery call and discuss which plan is best for your business, simply click here to schedule a time that works for you. We're here to help!