Cashflow forecasting, QBO Advanced dashboards, budgeting, business analytics, and monthly CFO strategy calls. Strategic financial leadership for growing businesses.
This is our premium tier: Everything from Tiers 1 through 3 is included — bookkeeping, payroll, and tax preparation — plus CFO-level strategic advisory. One partner, one price, complete financial management.
Businesses doing $500K to $10M in revenue that need financial strategy beyond basic bookkeeping.
Companies with 10 to 50+ staff who need workforce cost analysis, capacity planning, and margin tracking.
Businesses preparing for bank loans, investor pitches, or acquisitions that need investor-grade reporting.
Full monthly bookkeeping with reconciliation, P&L, and year-end package — included in every CFO engagement.
Complete payroll processing with CRA remittances, T4s, and WorkSafeBC — all included in your CFO package.
Year-end T2 returns, GST/PST filing, financial statements, and proactive tax planning — all part of the package.
Book a free 30-minute strategy call. We will review your financials and show you exactly what CFO-level insight looks like for your business.