Built for construction, electrical, plumbing, HVAC, renovation, landscaping, and interior design companies. Every package is customized to your business's circumstances, structure, and complexity. Pricing follows a Diagnostic Review, so the number you get is based on your actual books.
For owners who want more than clean books — a financial partner in the room with them. On top of everything in Growth, you meet with us every month to review results and forecast cash flow, plus quarterly strategy sessions for planning, goal tracking, and accountability. You also get custom visual reporting and full audit and examination support.
Book a Free CallFor owners ready to stop guessing where the profit is going. You get monthly management reports showing exactly how the business is performing, then sit down with us quarterly to walk through the numbers and key ratios together — plus an annual goal-setting session and authority for us to deal with the CRA on your behalf.
Book a Free CallFor owners who want confidence that everything is handled properly. Accurate books, reconciled accounts, payroll and remittances, GST/PST and WSBC filings, and monthly statements — plus straight answers whenever a question comes up.
Book a Free Call| What you get | Foundation | Growth | Strategic |
|---|---|---|---|
| Core Compliance Standard — included for every client | |||
| Bookkeeping, reconciliations & month-end | |||
| Payroll processing & remittances | |||
| GST/PST filings & WSBC reporting | |||
| Monthly Profit & Loss and Balance Sheet | |||
| Year-end package for your accountant | |||
| Receipt management & QuickBooks Online support | |||
| Answers to your questions as they come up | |||
| Level of guidance | |||
| CRA authority | File & report | Full representation | Full representation |
| Monthly management reporting package | |||
| Quarterly review meetings with key ratio analysis | |||
| Annual goal setting & quarterly accountability check-ins | |||
| Monthly review meetings | |||
| Cash flow forecasting | |||
| Custom visual reporting (graphs, charts, trends) | |||
| Quarterly strategy sessions & situational analysis | |||
| Audit & examination support | |||
Every client gets the same standard of compliance. Accurate books, filings on time, and CRA compliance aren't premium features — they're the foundation of a healthy business. What changes between packages is the level of guidance and insight you get on top of that.
On CRA authority: every package includes the access we need to file and report on your behalf. Growth and Strategic add full representation, which means we can speak directly with the CRA for you.
Every package is a fixed monthly fee tailored to your business — no hourly surprises — and the fee is fully tax-deductible. We quote after a Diagnostic Review rather than before, so the figure reflects what's actually involved in your books.
