Our Plans

Know where you are. Know where you're going.

Get expert advice from your own designated financial professional.  Working with your Virtual CFO, you’ll find efficiencies, create solid systems and processes, and identify and track the metrics that move you toward success. 

We offer a variety of services to meet you where you’re at right now, and to continue meeting your needs as you grow.

Our Packages

Select a package that fits your needs or contact us to create one tailored specifically for your business.
Basic plan

Provides peace of mind for your business in terms of accurate bookkeeping, reporting, and timely communication with Canada Revenue Agency. Prompt completion of year-end financials and tax filings.

Compliance services, including tax prep and personal tax integration.

Intermediate icon

Charting a path for your personal success by looking at your business and personal goals holistically. Assisting you with mapping out realistic milestones that provide you with a clear understanding on implementation and timelines.

Our basic package plus payroll, annual budgeting, quarterly reviews and goal setting.

Premium plan graphic

This is where we look at key metrics and assist you with managing your business on a much more frequent basis to satisfy key stakeholders. We adjust and chart your path as needed to be proactive and to react to shifting conditions.

In addition to our intermediate package, we add coaching and consultingmonthly budgeting and goal setting, cash flow projections and KPI analysis.

Advanced plan graphic

We become that integral piece of your organization that looks at overall business direction and strategy. We assess projects and provide advice on whether they should go ahead. We are the key person to communicate with investors and other stakeholders to team up with you in elevating your business.

Complete virtual CFO/controller expertise. Everything in the premium package, plus project and fund support, strategic planning related to growth and expansion, financial statement reporting, audit prep, coaching and strategy.

Our Clients

Collaborating to achieve business success

Innovators and entrepreneurs in the technology sector have a unique set of needs.

Our clients are passionate about their business, and ready to receive and implement expert advice from their professional experts.

Business work group

They are ready to build a relationship that is more than just one-and-done year end accounting.

They are looking for a teammate, a Virtual CFO to guide, advise, and help them as their business grows. They understand the value of having the right information at the right time.

Brainstorming on a white board with sticky notes

Our clients are multi-faceted.

They trust us with the holistic view of their business and personal finances, and act on the advice we recommend. Planning strategically for business and life goals increases the probability of achieving both.

Developing effective business strategy

Our clients are detail-oriented.

They strive for excellence in their business and have high expectations from those around them. They are critical thinkers and want to become more confident strategic decision-makers on matters relating to the financial health of their businesses.