Our Services

We specialize in supporting the following businesses that are either sole proprietorships or corporations with annual revenues ranging from $100,000 to $20 million.

  • Educational organizations such as tutoring centres, non-profit associations, and private training colleges.

  • Private health clinics, including naturopaths, chiropractors, physiotherapists, massage therapists and similar professions.

  • Business coaches, consultants, and agencies supporting a wide variety of industries.

We have expertise in each of these areas which will help us support your strategic planning and provide you with meaningful reports and recommendations to help you grow your business. Our services are offered in three different tiered packages:

Monthly Bookkeeping

Timely and accurate books

$600 per month

  • Monthly bookkeeping to keep your books current.

  • Monthly financial reports to help you manage your growth.

  • Annual financial statements for your tax accountant.

Mini CFO

A look into the future

$1,500 to $2,500 per month

  • Everything in the monthly bookkeeping package.

  • Monthly strategy meeting to help you plan and stay on track.

  • Cashflow forecasting to ensure financial health.

Fractional CFO

Oversight for your business

$2,500 to $10,000 per month

  • Everything in the Mini CFO and monthly bookkeeping packages.

  • Partner with your team to manage your business.

  • Budgeting and financial planning to help reach your goals