✦TRANSPARENT & SIMPLE✦
Find the Right Solution
Bookkeeping, taxes, and financial growth advice designed for your stage of business.
Bookkeeping Option
Annual Revenue Bracket
Enterprise
5-Star Plan
Ideal for larger businesses or those with complex needs
Investment from
$550/month (ACH)
* Clients are responsible for QBO subscriptions
Core Features
- Monthly Reconciliation
- Unlimited & Priority Support
- Same day response time
- Custom 10-Step Growth Plan
- CFO Monthly Review Meeting
- Quarterly Tax Planning Calls
- QBO or QBD Included
4-Star Plan
Ideal for growing businesses needing help getting to the next level
Investment from
$300/month (ACH)
* Clients are responsible for QBO subscriptions
Core Features
- Quarterly Reconciliation
- Up to 3 inquiries per month
- Up to 2 days response time
- Custom 10-Step Growth Plan
- CFO Quarterly Review Meeting
- Semi-Annual Tax Planning
- QBO or QBD Included
3-Star Plan
Ideal for small businesses just starting out
Investment from
$200/month (ACH)
* Clients are responsible for QBO subscriptions
Core Features
- Semi-annual/Quarterly Reconciliation
- 1 Inquiry per month
- Up to 4 days response time
- Custom 10-Step Growth Plan
- End of year check-up Call
- QBD software support
- GST/HST Filings Included
Additional Services & Disclaimers
- •Potential Services at add-on rates:
- - Historical catch-up (Depends on number of months needed)
- - Integration with other software (Depends on complexity & number of integrations)
- •Business Consulting Fee: $150 / hour