Our monthly subscriptions are designed to be all-inclusive and tailored to the needs of your business. Depending on your selected tier, your package may include full cycle bookkeeping, payroll processing, HST and tax filings, monthly or quarterly financial reports, budgeting, financial analysis, and ongoing advisory sessions with a CPA. We believe in transparent pricing, so there are no hidden fees or surprise charges. You receive consistent support, expert oversight, and timely communication — all for one predictable monthly fee.

We start every relationship with a free discovery call to learn about your business structure, size, industry, and goals. Based on that conversation, we recommend the tier that provides the right balance of support and value. We also consider your transaction volume, number of employees, and any specialized needs like payroll, reporting, or advisory. As your business evolves, we can adjust your plan to ensure you always get what you need — no more, no less.

Yes, absolutely. We understand that your business evolves, and your accounting needs may shift over time. You can upgrade or downgrade your subscription tier at any point. Whether you are growing rapidly, scaling back, or adding new services like payroll or strategic planning, we will adjust your plan to make sure you are always receiving the right level of service and value. Our goal is to grow with you, not lock you into services you do not need.

Not necessarily. Many of our clients choose our Cloud Bookkeeping or Virtual CFO packages to fully outsource their financial function, meaning we handle everything from data entry to financial strategy. If you already have an in-house bookkeeper or junior staff, our Controllership and CFO services can complement your team by providing oversight, strategic planning, internal controls, and compliance. We are flexible and will work with your existing structure to provide the level of support that fits your business.

Yes. Every client relationship is managed by a designated CPA who oversees your file and ensures accuracy, compliance, and strategic insight. Depending on your service tier, you will also have scheduled check-ins for financial reviews, reporting walkthroughs, and planning sessions. Unlike traditional firms, we do not disappear after tax season — you will have year-round access to a qualified advisor who understands your business.

We make it easy and secure. Once you are onboarded, you will have access to a secure client portal where you can upload receipts, invoices, and statements at any time. We also integrate directly with your business bank accounts and cloud-based tools like QuickBooks Online or Xero, so transactions can flow in automatically. For day-to-day documents, we accept scanned uploads, PDF reports, and even photos of receipts — whatever works best for your workflow.

Yes, absolutely. Protecting your data is a top priority. We use secure, cloud-based accounting platforms and encrypted file-sharing systems that meet or exceed industry standards for data protection. All client information is stored safely, with strict access controls and compliance with Canadian privacy regulations. As licensed professionals, we are also bound by CPA Ontario’s ethical standards, which require confidentiality and integrity in all client matters.

Yes, we provide full support for any filings or submissions we have completed on your behalf. If your business is selected for a CRA audit, review, or request for information, we will communicate with the CRA on your behalf, prepare any required documents, and guide you through the process. We also assist with WSIB, HST, payroll remittances, and other government compliance matters as part of your subscription.

In addition to our core subscription packages, we offer flexible, one-time services through our On Demand options. These include support with corporate tax filings, payroll setup, CRA audit response, year-end review, software implementation, and more. Whether you need help getting organized for tax season or require expert advice on a specific issue, we can step in without requiring a long-term commitment. This is ideal for businesses that need occasional expert support without the need for full service.

Communication frequency depends on your service tier, but you can expect consistent, proactive contact throughout the year. Clients on bookkeeping plans receive monthly check-ins and regular reporting, while controllership and CFO clients receive more in-depth reviews, strategy sessions, and ongoing collaboration with our team. No matter your tier, we are always available for questions, support, and advice — and we respond quickly when you reach out.

Getting started is simple and stress-free. Book a free consultation through our website. We will discuss your business needs, assess your current systems, and recommend a subscription tier that fits your goals and budget. From there, we will guide you through onboarding, set up your cloud-based accounting system (or integrate with your existing one), and assign a CPA to your account. Most clients are fully set up within a few business days.