Future Focused Accounting Means Designing a Plan That Works For Your Business
Let us help you find a plan and price that fits your goals—no matter how big they may be.
GROW
Our largest package puts your growth front and centre. We’re your dedicated resource for tax reduction, bookkeeping, and business strategy expertise—all that’s left is for you to focus on the growth of your company.
- Monthly check-up on your books
- Payroll for up to 20 employees
- Unlimited email and phone support
- Spotlight Financial Reporting
- Unlimited Bookkeeping questions answered
- + MAINTAIN Bookkeeping Solutions
MAINTAIN
We’ll hit the ground running with your finances. You
focus on the business. Together, we’ll build a strong foundation for growth.
- Quarterly check-up on your books
- View profit and loss balance sheets in real-time
- Payroll for up to 5 employees
- Bill payment solutions
- Accounting software integrations (QBO, Plooto,
Dext)
- + CORE Bookkeeping Solutions
CORE
The basics you need to make sure your financial records are organized, letting you
focus on what really matters: running your business.
- Annual check-up on your books
- Annual update of all your financial forms and data
- Monthly email and phone support
- Payment evolution access
GROW
Put your business's future into focus with an optimized tax strategy that sets you up for long-term growth.
- Monthly GST filing and tax slips
- Up to 5 personal tax returns
- Quarterly tax planning for your business
- Unlimited tax questions answered
- + MAINTAIN Tax
Solutions
MAINTAIN
It’s time you took a break and let us do the business tax filings, personal taxes, and future tax planning. We’ll even tackle any CRA audits that pop-up.
- Quarterly GST filing and tax slips
- Personal tax returns
- Audit protection
- Management of corporate tax accounts
- Semi-annual tax planning for your business
- Access to accounting software (QBO, Plooto, Dext)
- Monthly tax questions answered
- + CORE Tax Solutions
CORE
For accurate forecasts to grow your business
- Annual GST filing and tax slips
- Corporate tax returns
- Annual tax planning for your business
- Payment evolution access
- Access to FUTURE+ (must include a bookkeeping service)
We are the CFO You Can Afford
We’re here when you need us! As your casual Chief Financial Officer (CFO), we will tackle one problem at a time by focusing on the solutions you need to grow your business confidently.
Check out our list of FUTURE+ Solutions. If there’s something you need, we’ll add it to your portfolio and you’ll start working directly with one of our experts. Our expertise, working for your bottom line.
FUTURE+
Our FUTURE+ solutions are designed to strategically grow your business and go beyond what you'd expect of an accountant.
Add only what you need:
- KPIs and executive reports
- Cash flow projections and analysis
- Budgeting and forecasting
- Corporate restructuring
- Estate planning
- Divorce and separation consulting
- Mergers and acquisitions
- Succession planning
- Forensic accounting
Audit and Review Solutions
Review, Test, and Assess Your Financial Future
Our entire team of experts is on your case. We know exactly how to appease stakeholders, secure grants, and protect your investments so you can focus on your company’s future.
Our team is qualified to work with any type of Canadian-based organization being reviewed and/or audited—from reviewing critical documents for accuracy to analyzing business control risks.
Audit Solutions (Positive Assurance)
Add only what you need:
- Full-service scheduling and deadline management
- Maximum scrutiny for maximum assurance
- Assist your business/organization in navigating complex inherent business and financial control risks.
- Tailored audit testing procedures to meet your specific business requirements
- Actionable advice for internal control deficiencies
- Testing of controls for efficiency and effectiveness
- Facilitate your financial statement needs for lending agreements, grants, bonding, etc
Review Solutions (Limited Assurance)
Add only what you need:
- Full-service scheduling and deadline management
- Receive limited assurance through discussion, inquiry, and analysis
- Ensure financial statements are prepared in accordance with the applicable financial reporting framework
- Facilitate your financial statement needs for lending agreements, grants, bonding, etc