Pricing
Scalable, Delight-based Pricing
Prices are based on the size of the business. If you’re not delighted, your money back in 90 days.
Core CFO services
Small
Revenues below C$ 2 million- Core CFO services
- Biweekly 30 min call with CPA
- Email access to CPA with 24 hr response time
- Monthly bookkeeping at extra $245/month for upto 50 transactions
- GST/HST filing at extra $150/ return
Small Plus
Revenues C$ 2 to C$ 5 million- Core CFO services
- Weekly 30 min call with CPA
- Email access to CPA with 24 hr response time
- Biweekly bookkeeping at extra $545/month for upto 100 transactions
- GST/HST filing at extra $150/ return
Medium
Revenues above C$ 5 million- Core CFO services
- Two weekly 30 min call with CPA
- Email access to CPA with 24 hr response time
- Weekly bookkeeping at extra $845/month for upto 150 transactions
- GST/HST filing at extra $150/ return
Our core services + addons
Core CFO services
Our core part-time CFO services include:
- Cash management & planning
- Cost control & budgeting
- Performance tracking
- Capital budgeting
- Data analytics
- Capital raise
- Valuation for acquisitions and exit
- Tax optimization and income tax filing
- Financial reporting & internal control implementation
Add ons
The below services can be added to our core CFO package:
- Bookkeeping
- GST/ HST filing
Fully Delighted, or Full Refund
Delight-based fee
We deserve fee only if you’re delighted with our services
No questions-asked
If you want a full or partial refund, it’s your choice
90 days to decide
Any service we provided you is eligible for refund within 90 days of the due date
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Frequently Asked Questions
Why should I hire you?
With more than a decade’s experience in finance & accounting, and top-notch credentials such as CPA and CFA, we have the expertise to handle a broad range of finance issues. We’ll be your finance partner, not just a bookkeeper. Plus, we get paid only if you’re delighted. If you’re not delighted, ask for a 100% no-questions-asked refund in 90 days.
Can I only get your bookkeeping service?
Mostly no. But, we’re happy to do it if you have a solid intention of hiring us as the part-time CFO down the road.
Can I only get my taxes filed?
Sorry, no, as we prefer to have corporate finance engagements on a monthly ongoing basis. Tax filing services are addons to our core CFO service.
Is there a contract?
There is no contract, and you can cancel our services anytime.
Why are prices fixed, and not by the hour?
We believe in value-based pricing, not hourly. That is, we’re focused on the output (value or results we deliver you) and not the input (hours we put into the task).
Where is your office located?
We’re fully virtual, based out of Toronto, Canada.
Can I get a free trial?
We have a delight-assured fee model. If you’re not delighted (delight > satisfaction), ask for a full refund. It’s risk-free. We don’t offer free trials, as we want to only attract serious, relationship-based engagements.