Services & Packages
Stress-Free Accounting for Small Business Owners
We help small business owners with $500K–$5M in revenue clean up their books, reduce taxes, and finally feel confident about their finances. If you’re tired of messy numbers, tax surprises, or feeling behind on your financials, you’re in the right place.
Our service packages are built to give you exactly what you need — from basic peace of mind to full, proactive financial guidance. No jargon. No guesswork. Just clean books, smart tax planning, and a partner who actually responds when you need help.
Three Levels of Support — One Goal: Your Peace of Mind
Bronze — Peace of Mind Starter
A solid foundation for staying compliant and organized. Perfect if you want your books handled properly and your taxes filed on time without paying for more than you need.
Best for: Owners who need clean financials and clear answers, without the extra advisory layer.
Silver — Growth Builder
Our most popular plan. You’ll get cleaner books, deeper insights, and proactive quarterly strategy calls so you always understand your numbers and make smarter decisions throughout the year.
Best for: Businesses that want consistent insight and guidance, not just year-end cleanup.
Gold — Full Confidence Advisory
Your finances handled end-to-end. Monthly strategy calls, same-day CPA access, hands-on tax planning, and regular performance updates so you always know exactly where your business stands.
Best for: Owners who want full financial confidence and a trusted advisor in their corner all year long.
| Services | Full Confidence Advisory | Growth Builder | Peace of Mind Starter |
| Clean Books Guarantee | ✓ | ✓ | ✓ |
| Year-End Financial Reports | ✓ | ✓ | ✓ |
| Corporate Tax Return | ✓ | ✓ | ✓ |
| Personal Tax Return | ✓ | ✓ | ✓ |
| Tax Savings Insights Newsletter | Quarterly | Quarterly | Quarterly |
| Payroll services | ✓ | ✓ | Optional add-on |
| Peace-of-Mind Bookkeeping & Account Reconciliation | Monthly | Quarterly | Annual |
| Business Performance Updates | Monthly | Quarterly | Annual |
| Tax Strategy Sessions | Monthly | Quarterly | Annual |
| Tax Savings Action Plan | ✓ | ✓ | |
| HST Filings & Compliance | Full Preparation & Submission | Review & File Guidance | Annual Review |
| SUPPORT | |||
| CPA Access & Advisory Support | Direct access via phone & email (same-day response) | Priority email +Teams support (1-day response) | Standard email support (2-day response) |
| Proactive Reminders & Tax Deadlines | ✓ | ✓ | ✓ |
| Video Recaps | Monthly | Quarterly | Annual |
| TECHNOLOGY | |||
| QuickBooks Online (QBO) | ✓ | ✓ | ✓ |
| Secure Client Portal for Document Exchange | ✓ | ✓ | ✓ |
| Contact us for a Quote Today! | Contact us for a Quote Today! | Contact us for a Quote Today! |
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