Hello business owner,

You’ve tried to go it alone, or thought you were making a wise choice with your bookkeeper, or a bigger accounting firm. You treat your clients with the best service, and you are surprised to be shuffled onto a junior accountant on a lower rung in the organization, or a new person handling your file, even though you are paying top dollar for accounting services.

And you’re not even sure you’re getting the best advice or getting your money’s worth when you’re getting your books organized once per year for tax time, with little explanation or support.

Good news! There’s a better way!

Hi, I’m Fay and I’ve met many business owners in your shoes, and have worked in bigger firms, or seen the limitations of a bookkeepers’ scope when it comes to protecting entrepreneurs from excess tax payments or penalties.

I decided to create a better way. Since you want every dollar to work harder for you, save headaches and money, explore our pricing. Get started and get the expertise you need priced from only $900 per month.

Keep more money.
Get confidence and peace.

11 ways to save with a CPA

Carry fewer staff

Better value for less than the price of an entry-level employee, get a multi-tasking expert. With decades of powerful expertise, add an on-call ally to support everything from high-level decisions to squaring away time-consuming tasks requiring wisdom and accuracy. Don’t spend time training or hiring.

Ditch worry and headaches

Get done-for-you compliance with Revenue Canada. Make a proactive plan to manage the unavoidable tasks well. Find freedom to focus on what energizes you.

Protect from risks

Avoid costly business mistakes with tax implications you regret after it is too late. A professional CPA can give you an edge where taking early steps can save you time and money.

Collect faster

Problems with collections, or answering to Revenue Canada ensures cash flow on receivables or refunds.

Save money

Savvy insights from a CPA ensure you’re not paying more than necessary in taxes or penalties.

Save surprises

With transparent fees and trusted expertise, bring efficiency from a great relationship with your CPA , plus a consistent experience.

Save time

Your already busy. Stay in your lane of expertise, and focus your talent versus re-learning each year’s change in tax guidelines. Leave the work to an expert and give yourself peace of mind.

Avoid ugly discoveries

Finding inaccuracies in your books is a curve ball. Get yourself on solid ground with books that are always clean

Meet goals sooner

Take the fastest route to success with an advisor who can help you structure your financials to accomplish what you desire.

Get smarter to build profit

Learn secrets of cash flow, and grow skills and financial confidence you can take into each year of business. Learn habits and get an accountability partner who provides a framework for best practices you can follow

Build an A-team

Add a sounding board. Prepare for scale and change. Take important matters to an expert, get things done, and don’t go it alone.

Packages that scale with your needs with no hidden fees or long-term commitments.

Essential
Cash Results Plan

from

$975

/ month includes:

This option includes comprehensive accounting and is ideal for those who want more support than year-end financial reports and tax preparation.

As-needed service

Ad hoc advice

CRA Representation

Monthly Services

Monthly installments for your accounting fee

Quarterly Services

Quarterly Full bookkeeping and reconciliation of your financial data in QuickBooks Online*

Corporate tax installments paid (if applicable)

GST/HST installments paid (if applicable)

Yearly Services

Benchmarking

Access to video training.

Fully compliant annual financial statements, guaranteed 20-week turnaround for preparation or less.

Post year-end annual accounts wrap-up and CPA review meeting

Applicable T4/T5 filings

24-Hour access to cloud-based account.

Boost
Cash Results Plan

This option includes the essential cash results plan with accounting and is ideal for those who want more than financial reports.

As-needed service

Everything in Essential services, plus:

Dedicated client manager

Receipt Bank

WagePoint

WePay

Monthly Services

Everything in essential services, plus:

Monthly Full bookkeeping and reconciliation of your financial data in QuickBooks Online*

Management Reports

Access to 10/25 allocation calculator

Manage payroll and imports into QuickBooks Online

Quarterly Services

Everything in essential services, plus:

Quarterly strategy session

Yearly Services

Everything in essential services, plus:

Fully compliant annual financial statements, guaranteed 16-week turnaround for preparation or less.

Annual remuneration planning and implementation

Comprehensive pre year-end tax planning

Personal tax returns for business owners

Accelerated
Cash Results Plan

An all-inclusive option includes everything in essential and boost cash results plan and is ideal for that’s ideal for an ambitious business owner who envisions long-term goals and wants professional accounting, comprehensive any-time support and advice for the future.

As-needed service

Everything in Essential and Boost Cash Results plan, plus:

Payroll events

Monthly Services

Everything in Essential and Boost Cash Results plan, plus:

Perform 10/25 allocation

Bill and Tax Payments

Monthly accountability calls

Collections on overdue receivables

Quarterly Services

Everything in Essential and Boost Cash Results plan, plus:

Quarterly (second) follow-up strategy session

Yearly Services

Everything in Essential and Boost Cash Results plan, plus:

Fully compliant annual financial statements, guaranteed 12-week turnaround for preparation or less.