Transparent pricing. Written quotes.
All three service tiers, side by side. Flat monthly fees — you'll know exactly what you pay before we start.
Bookkeeping
- Transaction volume≤ 200 / mo
- Bank accounts≤ 4
- Entities1
- Sales tax filingsIncluded
- Monthly closeBy the 8th
- Variance noteMonthly
Full scope
Controller
- BookkeepingFolded in
- Board packMonthly
- Cash forecastWeekly
- Internal controlsQuarterly
- Audit liaisonIncluded
- Standing callWeekly · 30 min
Full scope
Fractional CFO
- ControllerOptional add-on
- FP&A & modellingIncluded
- Capital & financingIncluded
- Board attendanceQuarterly
- On-call hours4 / month
- Standing callBi-weekly
Full scope
What's included at each tier.
Each tier builds on the one below it. Move up when the business needs the next layer — there's no rework, no hand-off.
| Feature | Bookkeeping | Controller | Fractional CFO |
|---|---|---|---|
| Monthly close | ✓ | ✓ | ✓ |
| Variance commentary | ✓ | ✓ | ✓ |
| Sales tax filings (GST/HST) | ✓ | ✓ | ✓ |
| Year-end handoff to tax preparer | ✓ | ✓ | ✓ |
| Board pack & commentary | — | ✓ | ✓ |
| 13-week cash forecast | — | ✓ | ✓ |
| Internal controls review | — | ✓ | ✓ |
| Audit liaison | — | ✓ | ✓ |
| Budget & reforecast | — | ✓ | ✓ |
| FP&A & three-statement model | — | — | ✓ |
| Capital & financing advisory | — | — | ✓ |
| M&A and transaction support | — | — | ✓ |
| Exit preparation | — | — | ✓ |
Flat fees. No hourly rate exists here.
Every engagement is scoped in a written proposal before it starts. You know the monthly fee, the onboarding cost, and what triggers a scope change — all in writing, before we invoice anything.
The published anchors cover typical engagements. Multi-entity, high-volume, and registered-charity work is quoted per engagement. Special projects — a financing, an audit, a model build — are always a fixed-fee quote on top of the retainer.
Pricing questions.
Are the published prices a ceiling or a floor?
A floor. The published anchors reflect a typical engagement at that tier — a single-entity business with a clean transaction stream. Higher volume, multi-entity groups, registered charities with fund accounting, and businesses mid-audit are scoped separately. A discovery call takes 30 minutes; you leave with a written estimate.
What does onboarding cost?
Onboarding — the catch-up, diagnostic, and system setup — is scoped and quoted once at the end of the discovery call. It's a one-time fixed fee, always quoted before we start. For bookkeeping, it typically runs $1,500–$3,500. For controller and CFO onboarding, we quote per engagement.
If I upgrade from bookkeeping to controller, do I pay for bookkeeping twice?
No. When you move to the Controller tier, bookkeeping folds into the controller fee. You pay one flat fee for the combined function.
Do you charge hourly for special projects?
No. Special projects — a financing, an audit, an ERP migration — are scoped and quoted as fixed-fee projects. You know the cost before we start. We don't send hourly surprises.
Know what you need? Book the call.
Not sure? That's what it's for.
30 minutes. Confidential. We'll tell you which tier fits — and be honest if none of them do yet.
Book a discovery call