One monthly fee, a one-time setup, and stated hours. Work beyond your plan is always agreed with you first.
Each plan includes a set number of finance director hours a month for review, calls and analysis. Routine processing does not use them. Work beyond your hours is $150 an hour, agreed with you before it starts.
Every plan starts with an implementation, so the system is built on your books before the first close: Essentials setup $1,500, Books to Board setup $3,000, Fractional CFO setup with three AI workflows $5,000. Half at signing, half at go-live.
Three months to start, then 30 days' notice. You own your QuickBooks file and your data at all times, and if you leave, you get a clean handover.
Not ready to commit? Start with a Books Health Check: CA$495 launch price (until 31 March 2027; then CA$750). We review your QuickBooks Online file and you get a one-page priority list and a 30-minute walkthrough. The fee is credited in full if you start a plan or catch-up work within 30 days. Catch-up and grant claim prices are on the Services page.
Confidential, no preparation needed and no obligation.