Three ways we help. Choose the level of support you need.
Built for construction, electrical, plumbing, HVAC, renovation, and landscaping companies. Every package starts with accurate, up-to-date books. What changes is how much support you want to improve profits and manage cash flow. Your quote is based on your actual books, not a guess.
Strategic
For owners who want a financial partner in the room with them. You meet with us every month to review results and forecast cash flow, plus quarterly strategy sessions to plan your profit, track your goals, and prepare for the months ahead. You also get custom visual reporting and full audit and examination support.
Book a Free CallGrowth
For owners ready to stop guessing where the profit is going. You get monthly management reports showing how the business is performing, then sit down with us quarterly to walk through the numbers and key ratios together, so you can see what's working and what isn't — plus an annual profit & goal planning session and authority for us to deal with the CRA on your behalf.
Book a Free CallFoundation
Not ready to improve things yet? Start with books you can count on. Accurate, reconciled accounts, payroll and remittances, GST/PST and WSBC filings, and monthly statements — plus straight answers whenever a question comes up.
Book a Free Call| What you get | Foundation | Growth | Strategic |
|---|---|---|---|
| Core Compliance Standard — included for every client | |||
| Bookkeeping, reconciliations & month-end | |||
| Payroll processing & remittances | |||
| GST/PST filings & WSBC reporting | |||
| Monthly Profit & Loss and Balance Sheet | |||
| Year-end package for your accountant | |||
| Receipt management & QuickBooks Online support | |||
| Answers to your questions as they come up | |||
| Level of guidance | |||
| CRA authority | File & report | Full representation | Full representation |
| Monthly management reporting package | |||
| Quarterly review meetings with key ratio analysis | |||
| Annual profit & goal planning, plus quarterly accountability check-ins | |||
| Monthly review meetings | |||
| Cash flow forecasting | |||
| Custom visual reporting (graphs, charts, trends) | |||
| Quarterly strategy sessions & situational analysis | |||
| Audit & examination support | |||
Every client gets the same standard of compliance. Accurate books, filings on time, and CRA compliance aren't premium features — they're the foundation of a healthy business. What changes between packages is how much help you get to improve profits and manage cash flow.
On CRA authority: every package includes the access we need to file and report on your behalf. Growth and Strategic add full representation, which means we can speak directly with the CRA for you.
Every package is a fixed monthly fee tailored to your business — no hourly surprises — and the fee is fully tax-deductible. Your quote reflects what's actually involved in your books, not a guess.