Pricing
Elite Pinnacle
Tier 3: Premium
"Your numbers. Your strategy. Your growth."
The pinnacle of financial partnership. This package goes beyond the books — you get a dedicated advisor
who interprets your numbers, supports your decisions, and helps you build a profitable business.
01 This Package Is For
Ambitious owners who want a true financial partner
- Designed for business owners who are serious about growth. You want to go beyond data entry and get regular strategic advice, cash flow insights, and a dedicated advisor who helps you interpret your numbers and make the right moves.
02 What's Included
- Everything in Elite Clarity, plus:
- 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
$650
– Monthly
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?
05 How to Present Your Packages
Tip 01
Start with Elite Pinnacle
- Always walk clients through your top package first. Starting high sets the anchor — everything below feels like exceptional value. Never lead with your entry package.
Tip 02
- Present all three and let them tell you which fits. Avoid pre-deciding for them — it removes their sense of control and can cost you the upsell.
Tip 03
- If a client pushes back, don't discount. Discuss which services to remove to drop a tier. This protects your rates and perceived value at every level.
Tip 04
- Always do a discovery conversation before presenting packages. Understanding their transactions, accounts, and goals helps you recommend the right tier confidently.
Tip 05
- Start clients in Foundations or Clarity with a clear path to upgrade. Revisit the package annually — as their business grows, so should their level of support.
Tip 06
- Print or PDF this guide and share it after your discovery call. Seeing the tiers side-by-side helps clients visualize the value difference — and often choose up.