Service Packages

Get Your Time Back

Main Benefit: Save hours by offloading your compliance

Ideal For: Solo professionals who just want it handled

Support: 5-10 hours/month

Plan Ahead

Main Benefit: Regain time and Take control of your financial future

Ideal For: Growth minded professionals ready to optimize

Support: 10-20 hours/month

Own The Future

Main Benefit: Build wealth and freedom with a strategic partner

Ideal For: High-performers who want a CFO level partner

Support: 20+ hours/month

Service Packages

Get Your Time Back

Main Benefit: Save hours by offloading your compliance

Ideal For: Solo professionals who just want it handled

Core Focus: Bookkeeping, tax, sales tax, and filings

Support: 5-10 hours/month

Plan Ahead

Main Benefit: Regain time and Take control of your financial future

Ideal For: Growth minded professionals ready to optimize

Core Focus: Everything in Tier 1, plus tax planning, compensative strategy, and proactive guidance

Support: 10-20 hours/month

Own The Future

Main Benefit: Build wealth and freedom with a strategic partner

Ideal For: High-performers who want a CFO level partner

Core Focus: Everything in Tier 2, plus coaching, forecasting, dashboards, and decision support

Support: 20+ hours/month

Questions?

How do I know which package is right for me?

We’ll review your corporation size, transaction volume, and goals during our discovery call — then recommend the right fit for your workflow and budget.

 Can I change packages as my business grows?

Yes — your plan can scale with you. We make upgrades seamless as your needs evolve.

What’s included in each plan?

Every plan includes monthly bookkeeping, tax remittances, and year-end filings. Higher tiers add KPI dashboards, forecasting, and advisory meetings.

Are there any hidden fees?

None. Everything is predefined and documented in your engagement letter, which clearly outlines scope, responsibilities, deliverables, and pricing. You’ll always know exactly what’s included before we start.

What happens after I sign up?

Onboarding takes about 5–7 business days. We’ll connect your systems, introduce your accountant, and set up your financial dashboard. From there, everything runs automatically.

Questions?

How do I know which package is right for me?

We’ll review your corporation size, transaction volume, and goals during our discovery call — then recommend the right fit for your workflow and budget.

 Can I change packages as my business grows?

Yes — your plan can scale with you. We make upgrades seamless as your needs evolve.

What’s included in each plan?

Every plan includes monthly bookkeeping, tax remittances, and year-end filings. Higher tiers add KPI dashboards, forecasting, and advisory meetings.

Are there any hidden fees?

None. Everything is predefined and documented in your engagement letter, which clearly outlines scope, responsibilities, deliverables, and pricing. You’ll always know exactly what’s included before we start.

What happens after I sign up?

Onboarding takes about 5–7 business days. We’ll connect your systems, introduce your accountant, and set up your financial dashboard. From there, everything runs automatically.