SERVICES
How We Can Work Together
The ControllerDEFINITION
con`trol`ler an individual who has responsibility for all accounting-related activities, including high-level accounting, managerial accounting, and finance activities, within a company. A financial controller typically reports to a firm's CFO, although these two positions may be combined in smaller businesses. REQUIREMENTS You are looking to scale up to and beyond six figures and want to keep more of the cash you make. You need to pay yourself, figure out your tax liabilities, and create a plan to generate more profit. You need more than a Number Cruncher, you need a coach 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 STARTING AT $1,500 + GST, PER MONTH |
The Virtual CFODEFINITION
CFO a chief financial officer, a senior executive responsible for managing the financial actions of a company, including managing the finance and accounting divisions and for ensuring that the company's financial reports are accurate and completed in a timely manner 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 STARTING AT $4,000 + GST, PER MONTH |
CUSTOM PACKAGES ARE AVAILABLE AFTER MY FREE CONSULTATION AND UPON REQUEST
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.
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.