Packages

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

Price from: $3970 per month

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

Price from: $998 per month

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

Price from: $688 per month

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.