Package
Elite Foundation
Tier 1: Entry
"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
Tier 01
Elite Foundation
Record Keeping
$375
– Monthly
- 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
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 | — | — | ✓ |
| Monthly Investment | $375per month | $555per month | $825per month |
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.