Monthly Services
Our monthly services are built specifically for consultants with $100K - $3M in revenue. Their business models are ones in which they plan to scale with team members or are committed to scaling as a soloist.
Either way, our clients are ready for more…
Ready to get more from your accountant?
Ready for a clear view of what your profit will be, not just what it was?
Ready for your business to pay you consistently without tax surprises?
Fractional Agency CFO
$1,200 - $6,500 + GST/mo
Expert oversight for your growing agency
Bring Ryan Vergottini, CA on as your growing agency’s fractional CFO. He’ll be a lock-step partner with you and your leadership team to make the right decisions to grow your IT, marketing, HR, or PR firm.
Cashflow forecasting aiming at a 20-30% margin for agencies
Build a cash reserve of 3 - 6 months of payroll & expenses
Tax planning throughout the year
Recommended for business owners with an agency business model and $300K - $3M in annual revenue.
Mini CFO
$1,100 - $3,500 +GST/ mo
A View into the Future
A level of service that offers you a clear financial view into the future of your business, owner pay, and taxes. Every month, you walk away feeling confident knowing the direction your business is headed.
Includes:
Bookkeeping & Monthly Financial Statements
Annual Tax Package
Quarterly Strategy Meeting
Cashflow Forecasting
Custom Quarterly Tax Estimates
Recommended for soloist or small team business owners with $200K - $1M in annual revenue.
Concierge Bookkeeping
Starting at $597 +GST/ mo
Bookkeeping at a Higher Level
For when you’re ready to upgrade from your current bookkeeper or ready to take something off your ever-growing To Do list. We swoop in, clean up your books, and set you up with a readable view into your profitability.
Includes:
Bookkeeping & Bi-Monthly Financial Statements
Xero Subscription
Annual Tax Package (GST & Income Tax)
Custom Chart of Accounts for Consultants
Unlimited Email Access
Up to 2 Discounted Strategy Sessions per Year
Recommended for business owners with $100K+ in annual revenue.