Service Levels
Structured financial support designed to grow with your business.
MOST POPULAR
Foundations
Limited Availability
Reliable financial organization and monthly reporting.
Starting at
$1,200/mo
Financial Control
Gain clarity, structure, and control with enhanced reporting and compliance support.
Starting at
$2,150/mo
Financial Oversight & Advisory
Full financial oversight with deeper analyis and ongoing advisory support.
Starting at
$3,800+/mo
COMPARE SERVICE LEVELS
CORE SERVICE STRUCTURE
Foundations
(Limited Availability)
Financial Control
MOST POPULAR
Financial Oversight & Advisory
Monthly Financial Statements
Bank & credit card reconciliations
Transaction recording & categorization
Dext document management
QuickBooks Online management
Monthly financial review & reporting
Add-on
GST filing & remittance
Add-on
Owner reporting & KPIs
___
Cash flow tracking
___
Add-on
Accounts receivable management
Add-on
Add-on
Accounts payable management
Add-on
Add-on
Financial analysis & advisory support
___
___
Vendor & client communication
___
___
Payroll / WCB coordination
___
___
Catch-Up/Clean-Up & Structuring
Add-on
Month-End Financial Close
Add-on
Add-on
Year-end working paper preparation
Add-on
Service Levels
Structured financial support designed to grow with your business.
Foundations
Limited Availability
Reliable financial organization and monthly reporting for growing service businesses.
Starting at
$1,200
/mo
MOST POPULAR
Financial Control
Gain clarity, structure, and control with enhanced reporting and compliance support.
Starting at
$2,150
/mo
Financial Oversight & Advisory
Full financial oversight with deeper analyis and ongoing advisory support.
Starting at
$3,800+
/mo
EXPLORE EACH LEVEL
Foundations
Limited Availability
Reliable financial organization and monthly reporting.
Monthly financial statements
Bank reconciliations
Transaction recording
Dext document management
QuickBooks online
Email support
COMMON ADD-ONS:
GST filing, A/R management, A/P management, monthly review & reporting, and more.
Starting at
$1,200/mo
Financial Control
Gain clarity, structure, and control with enhanced reporting and compliance support.
Includes everything in Foundations, plus:
Monthly financial review & reporting
GST filing & remittance
CRA account monitoring
Owner reporting & KPIs
Year-end working paper preparation
OPTIONAL ADD-ONS:
A/R & collections, A/P processing, cash flow tracking, payroll coordination, and more.
Starting at
$2,150/mo
Financial Oversight & Advisory
Full financial oversight with deeper analyis and ongoing advisory support.
Includes everything in Financial Control, plus:
Full A/R & collections management
Full A/P management
Enhanced KPI & profitability insights
Cash flow oversight
Ongoing advisory & higher-touch support
Starting at
$3,800+/mo
ADDITIONAL SERVICES & OPERATIONAL SUPPORT
EXPLORE EACH LEVEL
Foundations
Limited Availability
Reliable financial organization and monthly reporting.
Monthly financial statements
Bank reconciliations
Transaction recording
Dext document management
QuickBooks online
Email support
COMMON ADD-ONS:
GST filing, A/R management, A/P management, monthly review & reporting, and more.
Starting at
$1,200
/mo
Financial Control
Gain clarity, structure, and control with enhanced reporting and compliance support.
Includes everything in Foundations, plus:
Monthly financial review & reporting
GST filing & remittance
CRA account monitoring
Owner reporting & KPIs
Year-end working paper preparation
OPTIONAL ADD-ONS:
A/R & collections, A/P processing, cash flow tracking, payroll coordination, and more.
Starting at
$2,150
/mo
Financial Oversight & Advisory
Full financial oversight with deeper analyis and ongoing advisory support.
Includes everything in Financial Control, plus:
Full A/R & collections management
Full A/P management
Enhanced KPI & profitability insights
Cash flow oversight
Ongoing advisory & higher-touch support
Starting at
$3,800+
/mo
ADDITIONAL SERVICES & OPERATIONAL SUPPORT
Catch-Up & Clean-Up
For businesses with overdue, disorganized, or inconsistent financial records that need restructuring before ongoing reporting can begin.
Includes:
Historical transaction cleanup
Account reconciliations
Error corrections
Financial restructuring
Organization of historical records
System cleanup & optimization
BEST FOR
Businesses transitioning from DIY systems, outdated records, or inconsistent financial maintenance.
Custom Reporting & System Setup
Customized reporting structures and financial workflows designed around your business operations.
Includes:
KPI dashboard setup
Custom reporting templates
Workflow optimization
QuickBooks Online configuration
Dext system setup
Financial process improvements
Audit & Compliance Support
Support preparing financial records, documentation, and account organization for audits, accountant requests, or CRA matters.
Includes:
Audit preparation support
Supporting documentation organization
CRA correspondence assistance
Accountant coordination
Compliance support
BEST FOR
Businesses requiring additional financial documentation or regulatory support.
Year-End Working Paper Preparation
Comprehensive year-end file preparation and reconciliation support designed to streamline the accountant’s year-end process and reduce delays, back-and-forth, and cleanup costs
Includes:
Full balance sheet reconciliations
Supporting document packages
Bank, credit card & loan reconciliations
Organized working paper files
QuickBooks backup coordination
BEST FOR
Businesses that want a clean, organized, accountant-ready year-end package with reduced accountant questions, smoother year-end processing, and stronger financial organization.
A/R & Collections
Structured invoicing and collections support designed to improve cash flow visibility, reduce overdue balances, and maintain consistent customer follow-up.
Includes:
Customer invoicing coordination
Collections follow-up support
Accounts receivable monitoring
Aging report tracking
Payment tracking & reconciliation
Monthly billing coordination
Customer account organization
BEST FOR
Businesses managing recurring invoicing, overdue accounts, or growing customer balances that require consistent follow-up and organization.
A/P Management
Accounts payable support focused on organized vendor management, payment tracking, and improved visibility over outgoing cash flow obligations.
Includes:
Vendor bill processing
Payment scheduling coordination
Accounts payable tracking
Vendor account organization
Vendor communication coordination
BEST FOR
Businesses with growing vendor activity, recurring expenses, or multiple payment obligations requiring structured oversight and organization.
Not sure which level is right for your business?
Let's talk about your goals and build the right solution together.
Catch-Up & Clean-Up
For businesses with overdue, disorganized, or inconsistent financial records that need restructuring before ongoing reporting can begin.
Includes:
Historical transaction cleanup
Account reconciliations
Error corrections
Financial restructuring
Organization of historical records
System cleanup & optimization
BEST FOR
Businesses transitioning from DIY systems, outdated records, or inconsistent financial maintenance.
Custom Reporting & System Setup
Customized reporting structures and financial workflows designed around your business operations.
Includes:
KPI dashboard setup
Custom reporting templates
Workflow optimization
QuickBooks Online configuration
Dext system setup
Financial process improvements
BEST FOR
Businesses requiring enhanced reporting visibility or operational structure.
Audit & Compliance Support
Support preparing financial records, documentation, and account organization for audits, accountant requests, or CRA matters.
Includes:
Audit preparation support
Supporting documentation organization
CRA correspondence assistance
Accountant coordination
Compliance support
BEST FOR
Businesses requiring additional financial documentation or regulatory support.
Year-End Working Paper Preparation
Comprehensive year-end file preparation and reconciliation support designed to streamline the accountant’s year-end process and reduce delays, back-and-forth, and cleanup costs
Includes:
Full balance sheet reconciliations
Supporting document packages
Bank, credit card & loan reconciliations
Organized working paper files
QuickBooks backup coordination
BEST FOR
Businesses that want a clean, organized, accountant-ready year-end package with reduced accountant questions, smoother year-end processing, and stronger financial organization.
A/R & Collections
Structured invoicing and collections support designed to improve cash flow visibility, reduce overdue balances, and maintain consistent customer follow-up.
Includes:
Customer invoicing coordination
Collections follow-up support
Accounts receivable monitoring
Aging report tracking
Payment tracking & reconciliation
Monthly billing coordination
Customer account organization
BEST FOR
Businesses managing recurring invoicing, overdue accounts, or growing customer balances that require consistent follow-up and organization.
A/P Management
Accounts payable support focused on organized vendor management, payment tracking, and improved visibility over outgoing cash flow obligations.
Includes:
Vendor bill processing
Payment scheduling coordination
Accounts payable tracking
Vendor account organization
Vendor communication coordination
BEST FOR
Businesses with growing vendor activity, recurring expenses, or multiple payment obligations requiring structured oversight and organization.
Not sure which level is right for your business?
Let's talk about your goals and build the right solution together.