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
Tier 02
Elite Clarity
Full Bookkeeping
- Everything in Elite Foundation, 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
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
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?