Services
Monthly Bookkeeping
1. Monthly transaction categorization
2. Bank & credit card reconciliations
3. Clean, organized books updated on schedule
4. Year-end–ready financials
5. Simple monthly summaries
A strong, reliable foundation for your business.
Monthly Compliance
1. Routine filings handled on time
2. Sales tax management
3. Payroll submissions (if applicable)
4. Deadline tracking
Stay compliant without the hidden time drain.
Year End Accounting
1. Full year-end review
2. Compilation engagement
3. Corporate tax return
4. Tax planning guidance
5. CRA/RQ correspondence where needed
Smooth, predictable year-end with no surprises.
Dashboards & Reporting
1. Clear monthly dashboards
2. Easy-to-read visuals
3. Monthly summaries
4. No jargon - just clarity
Know exactly where your business stands, every month.
Tax Planning & Advisory
1. Shareholder compensation planning
2. Dividend/salary optimization
3. Sales tax guidance
4. Structure and lifecycle planning
5. General financial advisory
Guidance that adapts as your practice grows.
Ongoing Support
1. Consistent monthly touchpoints
2. CPA-led communication
3. Fast, reliable responses
4. Predictable workflows
A partner you can count on at every stage of your journey
Services Built for Solo Professionals
We support your entire journey — from getting established to optimizing and protecting what you’ve built.
Monthly Bookkeeping
1. Monthly transaction categorization
2. Bank & credit card reconciliations
3. Clean, organized books updated on schedule
4. Year-end–ready financials
5. Simple monthly summaries
A strong, reliable foundation for your business.
Monthly Compliance
1. Routine filings handled on time
2. Sales tax management
3. Payroll submissions (if applicable)
4. Deadline tracking
Stay compliant without the hidden time drain.
Year End Accounting
1. Full year-end review
2. Compilation engagement
3. Corporate tax return
4. Tax planning guidance
5. CRA/RQ correspondence where needed
Smooth, predictable year-end with no surprises.
Dashboards & Reporting
1. Clear monthly dashboards
2. Easy-to-read visuals
3. Monthly summaries
4. No jargon - just clarity
Know exactly where your business stands, every month.
Tax Planning & Advisory
1. Shareholder compensation planning
2. Dividend/salary optimization
3. Sales tax guidance
4. Structure and lifecycle planning
5. General financial advisory
Guidance that adapts as your practice grows.
Ongoing Support
1. Consistent monthly touchpoints
2. CPA-led communication
3. Fast, reliable responses
4. Predictable workflows
A partner you can count on at every stage of your journey
Packages
Package 1: Get Your Time Back
Save hours by offloading your compliance
Ideal For: Solo professionals who just want it handled
Support: 5-10 hours/month
Package 2: Plan Ahead
Save hours by offloading your compliance
Ideal For: Growth minded professionals ready to optimize
Support: 10-20 hours/month
Package 3: Own the Future!
Build wealth and freedom with a strategic partner
Ideal For: High-performers who want a CFO level partner
Support: 20+ hours/month
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
Package Focus
