There are a few thing to consider when setting your budget.

Your Involvement in Financial Management: If you enjoy handling bookkeeping and are willing to learn it, you can set a lower budget. However, if you're more adept at making sales and growing your business, you’ll likely need to beef up your budget.

Business Life Stage: If you are just setting out, you may need to set a higher budget as a percentage of revenue. As you get established, you’ll likely want to stay within 3% or so of revenue.

At the end of the day, financial management is a key aspect of running a business and there are table stakes if you want to avoid costly tax issues.

We require a minimum investment of $300 per month for our most basic services, but you’ll definitely want to invest more as your business grows to ensure you focus on the parts of the business that you are uniquely qualified for!

Owning and running a business is hard, but with the right guidance, your business can start working for you. Many business owners balk at investing in their financial functions due to the costs, but experienced business owners will all tell you: it is one of the most important aspects of your business and you should not cut corners or try to find the cheapest solution.

Yes, we offer accounting services for healthcare practices all across Canada, except Quebec.

Yes, we assist our corporate clients with personal taxes. We focus on tax planning for incorporated business owners and use electronic processes to streamline tax management and filing. Our personal tax services are exclusively available to our corporate clients and their partners, ensuring personalized support during tax season.

Absolutely! We believe in providing valuable resources to support small businesses, even if they're not quite ready for a full suite of financial services.Our blog articles and Youtube channel are filled with insights that will help you navigate the intricacies of running a small business. Stay ahead of the game with our bi-weekly newsletter, delivering financial and business tips right to your inbox.We also provide online courses tailored to equip entrepreneurs with essential skills for navigating the business landscape.

We primarily use Xero for day-to-day bookkeeping, and for a smooth collaboration, we would have to transition you to Xero. While we recognize QuickBooks as excellent software, this transition ensures optimal compatibility, allowing us to provide you with the best possible services for your business needs.For our Retainer clients exclusively relying on us for year-end tasks, there's no need to switch. You can continue using QuickBooks, and we'll efficiently extract the necessary details to handle your year-end requirements.

Absolutely! We handle corporate tax, GST/HST, PST, and RST filings, provide tailored financial statements, and offer tax planning for a complete financial picture.