Take the leap.
The CEO+ bookkeeping package is an advancement from the Scale Package, designed for businesses that have taken off and are ready for the next level. If terms like profitability and cash flow management are on your mind, and you're seeking guidance to navigate these waters, this package is for you. It has evolved alongside our clients and is customized to fit your business needs.
With the CEO+ package, you'll receive in-depth, face-to-face analysis of your financial projections and reports, all while enjoying a completely hands-free bookkeeping experience. This "all-inclusive" service allows you to dedicate more time and resources to other critical areas of your business. The package is tailored to be as unique as your business itself.
With the CEO+ package, you'll receive in-depth, face-to-face analysis of your financial projections and reports, all while enjoying a completely hands-free bookkeeping experience. This "all-inclusive" service allows you to dedicate more time and resources to other critical areas of your business. The package is tailored to be as unique as your business itself.
CEO+ Package - Starting at $799/month
- Personalized Monthly Financial Reporting and Review so nothing slips through the cracks.
- Cash Flow Projections and Reporting to optimize this money machine you have built.
- Quarterly 1 on 1 Meetings to review financials, update business goals, and projections.
- Unlimited Support Via Voxer, Slack, Email or Phone (Response within 2Hrs)
- Sales Tax Filing and Payroll (up to 5 employees) don't stress we will take care of it all.
- Health and Welfare Trust Set-up (or similar) to increase employee retention and happiness.
- Everything that is included in the Scale Package as needed.
- Pay your own bills, send your own invoices, and we’ll take care of the rest.
- Does not include the accounting software, which allows us to choose the best option for your business.
Personalize it with Plus!
Since each business is unique, you can personalize your CEO+ Package to your liking with Plus add-on services.
This way, you get all your bookkeeping needs taken care of – without paying for things you don’t want!
We recommend:
This way, you get all your bookkeeping needs taken care of – without paying for things you don’t want!
We recommend:
- Hubdoc Online Document Storage & Retrieval ; Think of it as your online filing cabinet! It will be your new best friend. $15 CAD/month if using QBO, FREE if using Xero
- Xero Basic Package Accounting Software $42 CAD/month (Add multi-currency for $10)