Solutions for Incorporated Businesses
Our corporate systems and advisory services are designed to give you clarity, momentum, and freedom.
Whether you’ve just incorporated or are leading an established enterprise, our approach brings structure, insight, and peace of mind — built with DaVinci-level precision and intelligent design.
Choose the plan that matches your business’s rhythm and ambition.
Clarity
From CA$395/mo
You focus on your craft. We keep your books clean and your business organized.
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This package is ideal for small incorporated businesses that need reliable bookkeeping, year-end financial statements, and GST/HST compliance without extra advisory complexity. If you want your corporate finances organized, cloud accounting set up, and a clear business overview twice a year, Clarity gives you peace of mind while keeping your business foundation strong and compliant.
Features
✓ Monthly bookkeeping & reconciliations
✓ Year-end financial statements (Balance Sheet, Income Statement, Cash Flow)
✓ GST/HST filing
✓ Cloud accounting setup
✓ Performance insights & business review (2x/year)
Momentum
From CA$895/mo
You get clean books, proactive tax guidance, and the financial insight to grow confidently.
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Momentum is designed for incorporated businesses that want more than just compliance. With monthly advisory, T2 corporate filings, quarterly tax optimization, and optional payroll coordination, this tier is perfect for owners who want proactive guidance, strategic insights, and support to make informed decisions that help grow their business confidently. Momentum is ideal for small corps ready to scale, optimize taxes, and stay ahead of financial opportunities.
Features
✓ Monthly bookkeeping & reconciliations
✓ Year-end financial statements (Balance Sheet, Income Statement, Cash Flow)
✓ GST/HST filing
✓ Cloud accounting setup
✓ Payroll setup & coordination
✓ Performance insights & business review (monthly)
✓ Corporate tax filing (T2)
✓ Annual tax planning session
✓ Quarterly tax optimization review (proactive adjustments and strategy updates)
✓ CRA notice support (non-audit)
Freedom
From CA$1,295/mo
You get a CFO in your corner — guiding your finances, managing your books, and keeping your business on track.
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Freedom is our most comprehensive, all-in-one plan, designed for incorporated businesses that want a CFO-level experience without hiring a full-time executive. If you need bi-weekly strategic guidance, cash flow planning, forecasting, unlimited ongoing support, full T2 corporate tax management, comprehensive payroll, and full CRA representation, this tier ensures your business runs smoothly while giving you the insights to grow and scale. Freedom is ideal for owners seeking complete financial oversight and hands-on support to make bold business decisions confidently.
Features
✓ Monthly bookkeeping & reconciliations
✓ Year-end financial statements (Balance Sheet, Income Statement, Cash Flow)
✓ GST/HST filing
✓ Cloud accounting setup
✓ Full payroll management (up to 10 employees; additional employees available on request)
✓ Bi-weekly strategic CFO sessions (includes budget review, forecasting, and proactive planning; unlimited support between sessions)
✓ Corporate tax filing (T2)
✓ T1 personal tax filing for up to 3 business owners
✓ Annual tax planning session
✓ Quarterly tax optimization review (proactive adjustments and strategy updates)
✓ Full CRA correspondence & representation