01
Engagement
CA / US
Annual Filing
For businesses with their bookkeeping already handled, who want tax filed by a senior team that understands their structure.
Annual corporate tax return preparation and filing
T2, US federal, or both
State and provincial tax filings where applicable
GST/HST or US sales tax filing
Year-end working papers
Strategy calls before and after filing
02
Engagement
Bookkeeping
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Tier 01
Books Only
Designed for owners who handle payroll and tax elsewhere but want their books running live.
Daily reconciliation across all accounts
Receipt capture and matching
Sales tax tracking
GST/HST or US state
Monthly financials by day three
Writeoff app access
Quarterly review call
Tier 02 — Most Common
Books + Tax
Includes everything in Books Only, plus full-year corporate tax handled by the same senior team.
Annual corporate tax filing
Canadian, US, or both
Sales tax filing
GST/HST or US state
Year-round corporate tax strategy
SR&ED or R&D credit documentation throughout the year
Tier 03
Books + Tax + Payroll
Includes everything in Books + Tax, plus payroll runs and remittances handled in-house.
Bi-weekly or semi-monthly payroll runs
Canada or US
T4 / W-2 / 1099 / ROE preparation
Source deduction and employment tax remittances
Employee onboarding
payroll setup
03
Engagement
Fractional Finance
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Level 01
Fractional Accountant
The operational layer for owner-operators and early-stage businesses wanting daily finance work taken off their plate.
AR and AP management
Contractor payments
Payroll runs
Daily bookkeeping
Monthly close
Writeoff app access
Level 02
Fractional Controller
Reporting and forward-looking finance for established businesses with employees, inventory, multi-location operations, or revenue complexity.
Everything in Accountant, plus:
Monthly board-ready reporting
Cash flow forecasting
Budget vs. actual analysis
Vendor and process management
Ongoing strategy sessions
Books + Tax + Payroll
Fractional CFO
For businesses preparing for capital events such as fundraising, acquisitions, sales, or major expansions.
Everything in Controller, plus:
Fundraising support
deck financials, diligence prep, data room
Scenario modeling and runway strategy
Equity comp and cap table planning
M&A and exit preparation
Monthly exec-level advisory call
Direct line to senior team
Pricing Principles
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