CFO Packages for Canadian Businesses

Discover our range of fully customisable CFO packages for Canadian businesses

We understand that each business is unique, with a specific set of needs. Our range of flexible packages are designed to support your corporation, regardless of size or industry. Below is a typical example of our packages for a growth motivated business. Our goal is to custom tailor each package to your company.


  • Business setup and consulting
  • Accounting system selection, setup, and support 
  • Corporate structuring
  • Corporate tax returns
  • Notice to Reader financial statements   
  • Owners’ personal tax returns 
  • GST/RST preparation and filing
  • Bookkeeping training and support 
  • Payroll training and support
  • Add ons:
  • Annual financial statement preparation
  • Annual bookkeeping
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  • Everything in the Essential package, plus:
  • Cash flow management    
  • Budgets
  • Financial statement analysis
  • Management and employee compensation plans
  • Tax liability estimates and budgeting
  • Add ons:
  • Quarterly financial statement preparation
  • Quarterly bookkeeping
  • Payroll management
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  • Everything in the Full package, plus:
  • Financing applications
  • Financial planning and modelling
  • Job costing
  • Ad hoc, customisable tax planning
  • Add ons:
  • Monthly financial statement preparation
  • Monthly bookkeeping 
  • Payroll management
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Ready to talk? 

Talk to us about how we can help your business achieve more. Simply fill in our contact form and we'll aim to get back to you in 24 hours.

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