Which plan actually fits? Let's do the math.

Our honest recommendation

Foundations $495 – $795 /mo

Solo operators and young corporations that need clean books and a filed return: nothing performative.

Why this fits what you told us

What's included

• ✓ Monthly bookkeeping & reconciliations
• ✓ HST/GST filings
• ✓ Compilation financial statements & T2 corporate return
• ✓ Pre-year-end planning call
• ✓ Email support, answered within two business days

Your exact number inside the range is fixed in writing after a free diagnostic. This is a sample site: figures are illustrative.

Our honest recommendation

Operator $895 – $1,450 /mo

Businesses with staff: where payroll, sales tax, and the books have to work as one system.

Why this fits what you told us

What's included

• ✓ Everything in Foundations
• ✓ Payroll for up to 15 staff, slips and remittances included
• ✓ Quarterly review call with your CPA
• ✓ Receipt capture for the whole team
• ✓ Support answered within one business day

Your exact number inside the range is fixed in writing after a free diagnostic. This is a sample site: figures are illustrative.

Our honest recommendation

Advisor $1,650 – $2,400 /mo

Owners making real decisions (hiring, pricing, expanding) who want the numbers in the room.

Why this fits what you told us

What's included

• ✓ Everything in Operator
• ✓ Monthly close with plain-language management report
• ✓ Rolling 12-month cash-flow forecast
• ✓ Annual owner-pay (salary vs. dividend) planning
• ✓ Two owner T1 personal returns included
• ✓ A standing monthly call: bring anything

Your exact number inside the range is fixed in writing after a free diagnostic. This is a sample site: figures are illustrative.

Our honest recommendation

Fractional CFO $3,200 – $5,500 /mo

Companies past ~$2M, carrying debt, raising it, or heading toward a sale: that need finance leadership.

Why this fits what you told us

What's included

• ✓ Everything in Advisor
• ✓ Annual budget, tracked monthly against actuals
• ✓ 13-week cash-flow model
• ✓ Bank, board, and investor packages
• ✓ Pricing, margin & capacity analysis on demand
• ✓ Twice-monthly working sessions

Your exact number inside the range is fixed in writing after a free diagnostic. This is a sample site: figures are illustrative.

Our honest recommendation

Honestly? You might not need us yet.

At your stage and size, a monthly plan would likely cost more than it saves. That's not a sales tactic: it's arithmetic, and we'd rather you hear it now and come back when the math flips.

Why we're saying this

What we'd do instead

• ✓ Keep your own books on a simple monthly rhythm: ask us for the free template we give every early-stage caller.
• ✓ Engage us once a year for the year-end and return only (from about $1,500/yr incorporated).
• ✓ Come back when payroll starts, revenue passes ~$150k, or the books eat your evenings: that's when Foundations pays for itself.