Ultra

Full conceirge services and
on demand CFO

Ultra Plan includes:

  • Corporation Income Tax Returns
  • Compilation Engagement Report
  • Monthly Bookkeeping
  • Sales Tax Filings
  • Payroll Services
  • Quarterly Tax Planning Calls
  • ValueBuilder Engagement
  • Semi-Annual Review of VB Assessment
  • Weekly Bill Pay Services
  • Monthly Cash Flow Forecasting
  • Bookkeeping Support - Unlimited
  • Dedicated CFO* Unlimited Email Support
  • CRA Audit Support
  • Xero Accounting System
  • HubDoc for Bills and Receipts
  • Plooto for Bill Payments
  • WagePoint for Payroll

Premium

Companies in growth phase

Premium Plan includes:

  • Corporation Income Tax Returns
  • Compilation Engagement Report
  • Quarterly Bookkeeping
  • Sales Tax Filings
  • Payroll Services
  • Semi-Annual Tax Planning Calls
  • ValueBuilder Detailed Report
  • Annual Review of VB Assessment
  • Bookkeeping Support - Unlimited
  • Dedicated CFO* Unlimited Email Support
  • CRA Audit Support
  • Xero Ledger

Standard

Companies in start-up phase

Standard Plan includes:

  • Corporation Income Tax Returns
  • Compilation Engagement Report
  • Annual Bookkeeping
  • Sales Tax Filings
  • Payroll Services
  • Annual Tax Planning Calls
  • ValueBuilder Assessment
  • Bookkeeping Support - Unlimited
  • Xero Ledger

Can’t find what you’re exactly looking for?

We realize neither of these packages may fit your needs and will be happy to discuss and design a custom package for you. In the first year of operations, there will be prorated fees for the number of months before joining, charged upfront.

 

A dedicated CFO covers general questions but if any research or work is required, we will scope the work and send a quote.

 

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