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 — $1000/month. Everything in Starter, plus quarterly tax & profit reviews, salary vs. dividend optimization, RRSP/TFSA planning, and CPA-signed financials.
CFO — $2,500/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 CALLFirst month free · 90-day money-back guarantee · Find out which plan fits your business.
Plans for small businesses
Flat monthly pricing. No surprise bills.
Starter
Your books done, your taxes filed, your time back.
What's included
- Easy, Automated Bookkeeping — Quarterly
- Corporate Tax & Sales Filing
- Personal Taxes handled for you and family
- “Know Your Numbers” Reports — Quarterly
- Tax Deadline Reminders
- CRA Portal Notices Management
- Payroll Support
- Jarvis 24/7 AI support, backed by a CPA
- Dedicated Account Manager
Best for
Owners who want their books and taxes fully handled — no in-house bookkeeper needed.
Typically up to ~$500K revenue
Growth
Keep more of what you earn.
Everything in Starter, plus
- Bookkeeping & “Know Your Numbers” Reports upgraded to Monthly
- Tax Savings Plan with Profit Maximization focus — Semi-Annual
- CPA-Signed Financial Statements
- CRA Audit Protection
- CPA Support — Limited
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.
Everything in Growth, plus
- Bookkeeping & “Know Your Numbers” Reports upgraded to Weekly
- Tax Savings Plan upgraded to Quarterly
- Cash Flow Forecasting — Quarterly
- Wealth & Retirement Plan
- CPA Support — Unlimited
Best for
Owners who want a true financial partner: strategy, forecasting, and wealth planning.
Typically $2M+ revenue
Compare every plan
The same work, at the cadence your business needs.
Swipe the table sideways to compare →
| Starter$500/mo | Growth$1,000/mo | CFO$2,500/mo | |
|---|---|---|---|
| Services | |||
| Easy, Automated Bookkeeping | Quarterly | Monthly | Weekly |
| Corporate Tax & Sales Filing | |||
| Personal Taxes handled for you and family | |||
| Tax Deadline Reminders | |||
| CRA Portal Notices Management | |||
| Payroll Support | |||
| “Know Your Numbers” Reports | Quarterly | Monthly | Weekly |
| Tax Savings Plan with Profit Maximization focus | — | Semi-Annual | Quarterly |
| CPA-Signed Financial Statements | — | ||
| CRA Audit Protection | — | ||
| Cash Flow Forecasting | — | — | Quarterly |
| Wealth & Retirement Plan | — | — | |
| Support | |||
| Jarvis 24/7 AI Support, backed by a CPA | |||
| Dedicated Account Manager | |||
| CPA Support | — | Limited | Unlimited |
| Tech | |||
| Bank-Level Security | |||
| QuickBooks Online (QBO) | |||
| Luca | |||
All plans are billed monthly with no lock-in. GST/HST filings included where applicable.
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.
Still have questions? We'll answer them on the call.