Plans
Fixed fee plans. No hourly billing. No surprises.
Are you a not-for-profit? Click here for plans customized for your unique needs!
Accountant
Get ahead of your books and records and tax filings using the latest in Cloud accounting software
- Annual business review
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
Controller
All your accounting functions plus provide you with data-driven insights to accelerate business performance
- Quarterly business review
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Comprehensive tax strategy and planning
- Payroll
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
CFO
Virtual CFO level services with business insights to take your organization to the next level
- Monthly business review
- Cloud bookkeeping
- Financial statements
- Tax compliance
- Comprehensive tax strategy and planning
- Payroll
- CFO advisory services
- Amazing apps, setup and training *Go paperless with cloud accounting including proper set-up and training.
- Ongoing support *Includes unlimited email/phone support with average response time of one business day!
What are the prices for your plans?
Every business is unique and the value we can bring to you highly depends on your needs and goals. We don’t take a cookie-cutter approach but rather, create a customized plan for you using our 3 service plans as a starting point. After our complimentary discovery call, we share our proposal with you – including a section outlining our fixed fees – to take care of your accounting, tax and advisory needs.
What if my needs do not exactly fit with the plans above?
No worries, we’ll create a customized plan to fit your needs! Once we get to know your business and goals during the discovery call, we share a plan that is tailored to your specific needs.
How quickly will I hear from someone and get a quote?
You will hear from one of our co-founders, Ally or Moez, within one business day, to schedule a discovery call. We are relationship-first business advisors so, on that call, we’ll be eager to get to know more about you and your goals and to share more about our unique approach to help you realize your potential.
You’ll receive a customized proposal within 2 days of the discovery meeting. Our goal is to be sure you fully understand the proposal so we’ll schedule a follow-up meeting soon thereafter to walk you through it and address any questions or feedback you may have.
What types of businesses do you work with?
We’re passionate about supporting incorporated small businesses, non-profits and professionals across Canada who want to streamline workflows and grow by adopting cloud technology!
What type of ongoing commitment do I need to make?
All our engagements are monthly, with a 60-day notice period to cancel the contract. And, no hard feelings, we want you to succeed and will transition your file as seamlessly as possible (it rarely happens but it can!).
How do you connect with your clients if you’re a virtual firm?
We’re based in Toronto and love seeing our clients across Canada using Zoom and Microsoft Teams! Of course, we still use email and are just a phone call away.
Do you do audit or review engagements for non-profits?
We only do compilation engagements; for clients requiring an audit or review completed, we refer them to a Chartered Professional Accountant (CPA) in our trusted network of providers.