SERVICES
How We Can Work Together

The Controller

REQUIREMENTS
You are scaling to six figures and want to keep more of the cash you make.
You want to pay yourself, avoid large tax liabilities, and create a plan to generate profit.
You need more than a Number Cruncher, you need advice to achieve financial success. 

INCLUDES THESE MONTHLY SERVICES:
Monthly bookkeeping, bank and credit card reconciliations
Preparation and filing for your GST, PST, and WCB
Accounts Payable management (semi-monthly or monthly)
Payroll management
Month end reporting packages (within 30 days of month end)
30-min check-in calls
Annual budget plan and cash forecast
Annual package for your Accountant to file your T4 Slips and Summary
Annual financial package for your Accountant to file your T2 Corporate Tax Return
Quarterly 1:1 60-min CFO check in
Personalized Digital Filing Hub
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​$2,500 + GST, PER MONTH

The Virtual CFO

REQUIREMENTS
You are already making six figures or more in your business, but you see more cash go out the door, than coming in.
You need a financial plan to earn more, spend less, and scale your business to the next level of millionaire status.

INCLUDES THESE MONTHLY SERVICES:
Weekly bookkeeping, bank and credit card reconciliations
Preparation and filing for your GST, PST, WCB, and Employer Health Tax
Accounts Payable management (semi-monthly or monthly)
Payroll management
Month end reporting packages (within 15 days of month end)
​Financial oversight of accounting and controls
Budget-to-Actual and financial metrics
Launch analytics and cash forecast
Annual package for your Accountant to file your T4 Slips and Summary
Annual financial package for your Accountant to file your T2 Corporate Tax Return and Financial Statements
Monthly 1:1 60-min CFO check in
Personalized Digital Filing Hub

$5,000 + GST, PER MONTH

​A ONE-TIME ONBOARDING FEE OF $500 (FOR THE CONTROLLER) AND $1,000 (FOR THE VIRTUAL CFO) IS ASSESSED FOR ALL NEW CLIENTS. IT INCLUDES A COMPLETE REVIEW OF YOUR EXISTING SYSTEM OR THE SETUP OF A NEW SYSTEM.

ANY NECESSARY CLEAN-UP BOOKKEEPING IS QUOTED SEPARATELY AND SCHEDULED UPON OUR REVIEW.