CEO+Your bookkeeping plus a financial partner
For established businesses that want more than tidy books: cash flow you can plan around, GST handled, and a team to think things through with.
Book a free 15-minute video callCompare all optionsEverything in Scale, plus
- GST/HST (and PST where it applies) filing included — no add-on
- Cash flow management and forecasting, so you can see what’s coming
- Strategic check-ins with our team to review your numbers, goals and projections
- Payroll can be included, depending on your business and team
- All the Scale essentials: every account reconciled monthly, receipts matched, monthly reports and books ready for tax time
Who it’s for: businesses that have taken off and are asking bigger questions — can we afford to hire, how much should I pay myself, what does next quarter look like?
Pricing: from $799/month + GST. Because CEO+ is shaped around your business, we’ll confirm your price after our first conversation.
How getting started works
1. Free video call
15 minutes to talk through your business, your software and what’s been piling up.
2. Setup
We set up or tidy your accounting software, connect your bank feeds and apps, and bring in your opening balances. A one-time onboarding fee of $300 + GST when you join.
3. Your monthly rhythm
You forward receipts and keep running the business. We reconcile, report and keep you on track — every month.
Questions people ask
How is CEO+ different from Scale?
Scale keeps your books accurate. CEO+ adds GST filing, cash flow forecasting and regular strategy conversations, so the numbers start helping you make decisions.
Is accounting software included?
Software is separate from our fee. We work in Xero (we’re a Xero Gold Partner) and QuickBooks Online, and we’ll recommend what suits your business.
Is payroll included?
It can be. It depends on the size of your team and how often you run payroll — we’ll scope it with you on our first call.
Not sure you need CEO+ yet?
Start with Scale and move up when you’re ready — or begin with a Books Check-Up.
Let’s see if it’s the right fit
Book a free 15-minute video call. We’ll look at what you’ve got and tell you honestly which package fits — even if that’s less than you expected.
Book a free 15-minute video callOr call 1-778-803-9433
All prices in Canadian dollars, plus GST (HST in harmonized provinces). Billed monthly in advance by credit card or direct debit. 30 days’ notice to cancel.