Bronze Tier
Ideal for startups and small businesses
Monthly bookkeeping
Bank reconciliations
Monthly financial statements
HST tracking
Email support
Silver Tier
Growing businesses that need support beyond bookkeeping
Includes everything in Bronze plus:
HST filing
Payroll (up to 5 employees)
Quarterly financial review meeting
Budget vs actual review
Basic cash flow guidance
Gold Tier
Businesses needing controller-level support without hiring in-house
Includes everything in Silver plus:
Outsourced controller support
Monthly management reporting
KPI dashboard
Forecasting & budgeting
Cash flow planning
Monthly strategy meeting