Three Packages.
One Elite Standard.
Every Elite Books client gets accurate books, CRA compliance, and a partner who genuinely
understands their business. Choose the level of depth that fits where you are today — and grow from there.
01 Our Three Packages
The Power of Three: Each package name tells a story. We start by building something solid, then gain the clarity to see your numbers clearly, then reach the pinnacle of what your business can become. Every name carries weight — and every client can see themselves in one.
Tier 01
Elite Foundation
Record Keeping
- 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
$375
– Monthly
Tier 02
Elite Clarity
Full Bookkeeping
- Everything in Elite Foundations, plus:
- Monthly management reports (P&L, Balance Sheet)
- GST/HST return preparation & filing
- Payroll processing (via ADP)
- Monthly or quarterly bookkeeping review call
- Year-end accountant package preparation
- QBO health check & chart of accounts cleanup
$555
– Monthly
Tier 03
Elite Pinnacle
Virtual CFO Partnership
- 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
$825
– Monthly
02 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 | — | — | ✓ |
03 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?
04 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.
Pricing
Three Packages. One Elite Standard.
Every Elite Books client gets accurate books, CRA compliance, and a partner who genuinely understands their business. Choose the level of depth that fits where you are today — and grow from there.
Basic Plan
Hire employees in 100+ countries where you don’t have entities
$10
-Monthly
- Accurate and Timely
- Basic Financial Records
- Starting at $X per month
popular
All packages come with [mention any additional benefits, features,
$20
-Monthly
- Payroll Processing
- Full Bookkeeping
- Tax Preparation
Explore our case studies to see how businesses like yours have benefited
$40
-Monthly
- Full Bookkeeping
- Tax Preparation
- Financial Advisory
Basic Plan
Hire employees in 100+ countries where you don’t have entities
$40
-Monthly
- Accurate and Timely
- Basic Financial Records
- Starting at $X per month
All packages come with [mention any additional benefits, features,
$60
-Monthly
- Payroll Processing
- Full Bookkeeping
- Tax Preparation
Explore our case studies to see how businesses like yours have benefited
$90
-Monthly
- Full Bookkeeping
- Tax Preparation
- Financial Advisory