Tier 1: Entry
Elite Foundation
"The essentials, done right."
Foundations signals strength, not limitation. This package builds the financial bedrock your
business stands on — accurate records, CRA compliance, and peace of mind every month.
01 This Package Is For
Small businesses who need compliance done right.
Best for sole proprietors, startups, and businesses with straightforward transactions who need accurate books and CRA compliance — without the cost of full-service. You want it handled professionally, on a budget that makes sense.
02 What's Included
- Monthly bank & credit card reconciliation
- Transaction categorization in QBO
- Accounts payable & receivable tracking
- Basic financial statements (monthly)
- Source document management (Dext / Hubdoc)
- Annual T4 & T5 preparation support
- CRA correspondence assistance
$250
– Monthly
Tier 01
Elite Foundation
Record Keeping
03 Side-by-Side Comparison
| Service | Elite Foundation | Elite Clarity | Elite Pinnacle |
|---|---|---|---|
| Monthly bank & credit card reconciliation | ✓ | ✓ | ✓ |
| Transaction categorization in QBO | ✓ | ✓ | ✓ |
| Accounts payable & receivable tracking | ✓ | ✓ | ✓ |
| Basic financial statements (monthly) | ✓ | ✓ | ✓ |
| Source document management (Dext / Hubdoc) | ✓ | ✓ | ✓ |
| Annual T4 & T5 preparation support | ✓ | ✓ | ✓ |
| CRA correspondence assistance | ✓ | ✓ | ✓ |
| Monthly management reports (P&L, Balance Sheet)Delivered every month, ready for decisions | — | ✓ | ✓ |
| GST/HST return preparation & filingCRA submission included | — | ✓ | ✓ |
| Payroll processing via ADPIncludes T4s & Records of Employment | — | ✓ | ✓ |
| Monthly or quarterly bookkeeping review call | — | ✓ | ✓ |
| Year-end accountant package preparationTrial balance, schedules, accruals | — | ✓ | ✓ |
| QBO health check & chart of accounts cleanup | — | ✓ | ✓ |
| Dedicated bookkeeper & priority response | — | — | ✓ |
| Monthly strategy & business review meeting | — | — | ✓ |
| Cash flow forecasting & budgeting | — | — | ✓ |
| Year-end accruals, provisions & journals | — | — | ✓ |
| KPI dashboard & custom reporting | — | — | ✓ |
| CRA audit support & government filing assistance | — | — | ✓ |
| Business advisory — interpret numbers, drive decisions | — | — | ✓ |
04 Pricing Scope Factors
- Type of business (sole prop or corporation)
- Intercompany entities or holdcos
- Accounts receivable tracking needed?
- Bookkeeping frequency (monthly vs. quarterly)
- Foreign currency transactions
- Government funding or custom reports?
- Number of monthly bank & CC transactions
- Industry & business complexity
- Document management — Dext or Hubdoc setup
- Meeting frequency desired
- Asset register / depreciation tracking
- Number of bank, credit card & loan accounts
- GST/HST filing frequency
- Payroll — frequency & number of employees
- Year-end accountant package required?
- Budgeting or cash flow forecasting needed?