Get Your Free Financial Health Score
Answer 4 quick questions. We’ll match you with the right services and show you what you could be saving.
What’s your annual revenue?
This helps us recommend the right service tier.
Pre-Revenue / Startup
Just getting started
Under $500K
Small business, growing
$500K – $2M
Established, ready to optimize
$2M – $10M
Scaling operations
$10M+
Enterprise-level needs
What do you need help with?
Select all that apply.
Bookkeeping
Monthly reconciliation, reports
Tax Planning & Filing
Corporate, personal, GST/HST
Audit / Review / Compilation
Financial statement assurance
Payroll Services
T4s, ROEs, remittances
Fractional CFO / Advisory
Strategic financial leadership
AI Advisory & Automation
AI governance, implementation
Catch-Up Filing / CRA Issues
Behind on taxes, CRA letters
SR&ED Tax Credits
R&D tax incentive claims
Select all that apply, then continue
How soon do you need help?
No pressure — we accommodate all timelines.
ASAP — Urgent
CRA deadline, audit coming, or immediate need
This Month
Planning ahead, want to get started soon
Just Exploring
Comparing options, no rush
Switching Accountants
Looking for a better fit
Almost done! How can we reach you?
We’ll send your personalized Financial Health Score within 24 hours.
Thank you, there!
Based on your answers, we’ve identified key services that could save your business significant money. Your personalized Financial Health Score is being prepared.
Expect a call from our team within 24 hours.