Bookkeeping
CFO Services
Tax Services
Vision
Ideal for small businesses.
$ 499 /mo
Perform Plan
$15000 In monthly expenses
- Dedicated finance expert
- Accrual basis bookkeeping
- P&L, balance sheet, and cash flow statements
- World class support and advice
Commonly purchased with Strata-G CFO Services and Tax
Execute
Ideal for growing businesses that need more support.
$ 849 /mo
Perform Plan
$15000 In monthly expenses
- Everything in Vision
- Payroll Services
- GST-HST preparation and Filing
- Monthly phone reviews
- Priority support
- Monthly Business Performance Report
Commonly Purchased with Strata-G CFO Services and Tax
Perform
Ideal for larger businesses or those with complex needs.
Custom Pricing Includes Vision + Add-ons
Add-on options
- Support for multiple entities, classes & locations
- AR, AP and inventory tracking
- Billable expenses
- Fully customizable chart of accounts
Commonly Purchased with Strata-G CFO Services and Tax
Monthly Engagement
For ongoing CFO support to accelerate your growth
$ 900 /mo
Custom Pricing
3 hours of CFO engagement
Typically includes:
- Monthly updates of your financials and business metrics
- Monthly rolling forecasts of financials
- Budget vs. actuals variance analysis and review
- Business KPI analyses and review
- Board deck review and financial slides
- Custom CFO engagement
Commonly purchased with Annual Budgeting & Forecasting and Strata-G Bookkeeping
Annual Budgeting & Forecasting
For accurate forecasts to grow your business
$ 1500+ /yr
The Strata-G Plan
Custom plan
Includes:
- Personal CFO Consultation
- Revenue projections
- COGS budget
- Headcount budget
- Payroll budget
- Non–payroll budget
- Forecast drivers based on historical trends or financial ratios
- Forecast drivers based on custom inputs
- Forecasted three statement financials
- Quarterly projection updates for business planning
Commonly purchased with Strata-G Monthly Engagement and Bookkeeping
Essentials
For businesses that are just getting started
Starts at $750/yr
- Federal and Provincial income tax filing
- Top-up payment computation
- Electronic T4, T4A, T5 filing
- Refundable Co-op Tax Credit Filing
- Email support
Base Pricing available with purchase of Strata-G Bookkeeping
Standard
For businesses growing quickly with net income or foreign operations
Starts at $3000/yr
- Everything in Essentials
- Preparation of Tax Provision
- Support for entities with foreign operations (including electronic filing of NR4 and T1134 forms)
- Preparation of W8-BEN and W8-BEN-E forms
- Support for the filing of SR&ED forms
- SR&ED claim services available (contingency fee)
Base Pricing available with purchase of Strata-G Bookkeeping
