Solutions for Sole Proprietors & Partnerships
We bring structure, insight, and peace of mind to self-employed professionals — so you can focus on your craft while your finances run with DaVinci-level precision.
From bookkeeping and tax optimization to strategic guidance, our systems are built to simplify and strengthen your independent business.
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 business owners who want reliable, accurate bookkeeping and compliance. If you’re focused on growing your craft or service and need your books organized, GST/HST handled, and a clear overview of your business health twice a year, Clarity gives you peace of mind while keeping your business foundation strong.
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$695/mo
You get clean books, proactive tax guidance, and the financial insight to grow confidently.
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Momentum is designed for business owners who want more than basic bookkeeping — you want insight, guidance, and proactive tax strategy to grow confidently. If you value monthly performance reviews, personalized T1 filing, quarterly tax optimization, and optional payroll support, this tier gives you a clear picture of your finances and helps you make informed business decisions with confidence. It’s perfect for owners ready to scale, optimize taxes, and take a more strategic approach to their finances.
Features
✓ Monthly bookkeeping & reconciliations
✓ Year-end financial statements (Balance Sheet, Income Statement, Cash Flow)
✓ GST/HST filing
✓ Cloud accounting setup
✓ Performance insights & business review (Monthly)
✓ T1 personal tax filing for business owner(s)
✓ Annual tax planning session
✓ Quarterly tax optimization review (proactive adjustments & strategy updates)
✓ CRA notice support (non-audit)
✓ Payroll setup & coordination (optional)
Freedom
From CA$995/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 for business owners who want a CFO-level experience without hiring a full-time executive. If you need strategic guidance, bi-weekly financial reviews, cash flow planning, unlimited ongoing support, and comprehensive tax and payroll management, this tier ensures your business runs smoothly while giving you the insights to grow and scale. Freedom is ideal for owners looking for full financial oversight, expert representation with CRA, 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
✓ Bi-weekly strategic CFO sessions (includes budget review, cash flow planning, and forecasting; unlimited support between sessions)
✓ T1 personal tax filing for business owner(s)
✓ Annual tax planning session
✓ Quarterly tax optimization review (proactive adjustments & strategy updates)
✓ Full CRA correspondence & representation
✓ Full payroll management (optional; up to 5 employees)