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.