Master Your Financial Future
Our service-level packages provide the right support for your business at every stage
Compare our packages
All packages can be customized to meet your needs. Contact us to create your perfect plan.
Solo Departure
For new professionals who want to get started and stay compliant.
$195/month
- Up to 15 monthly transactions
- Bank and credit card reconciliation (2 accounts)
- Bank and credit card reconciliation (2 accounts)
- Annual GST/QST declaration
- Annual T1/TP1 Income Tax Return
Solo Achievements
For established self-employed workers ready for more strategic advice.
$295/month
- Up to 30 monthly transactions
- All "Solo Departure" services
- Quarterly Financial Health Check
- Tax optimization consultation
- Unlimited email support
Business & Heritage Accelerator
Expert-level financial management to streamline operations for growing businesses.
$695/month
- Up to 80 monthly transactions
- Preparation of T2/CO-17 returns
- Payroll for up to 3 employees
- Quarterly strategic planning
- Cash flow forecasts
Growth Springboard
A specialized partnership for professionals managing multiple revenue streams.
$895/month
- Up to 120 monthly transactions
- Complex T1 returns with rental forms (T776)
- Payroll for up to 2 employees
- Proactive planning for tax-efficient investments
- Specialized support for real estate
Executive Navigator
A high-level partnership for complex financial profiles and advanced needs.
$1,250+/month
- Up to 200 monthly transactions
- Payroll for up to 10 employees
- Monthly strategic review
- Advanced Cash Flow Management
- Proactive planning for tax-efficient investments
- Access to a network of trusted partners
Service Value Progression
Our plans are designed to grow with you. This graph illustrates how the level of strategic support and complexity of services increase with each tier.
Solo Departure
100%
Solo Achievements
90%
Business & Wealth Accelerator
60%
Growth Springboard
40%
Executive Navigator
20%
Focus on Compliance & Administration
Strategic Planning & Advisory
Ready to take control of your financial future?
Let's find the perfect plan for you. Schedule a free, no-obligation consultation today.