Choose the level of financial support your business needs. From reliable monthly accounting to ongoing strategic finance leadership.
Every engagement is tailored to the size, complexity and reporting needs of the business.
For businesses that need accurate, current and tax-ready books.
For owners who want to understand performance, not simply receive financial statements.
For growing businesses that need ongoing financial planning and decision support.
The prices above represent the starting investment for each service level. Final pricing depends on factors such as transaction volume, number of accounts and entities, payroll requirements, reporting needs and operational complexity.
Every prospective engagement begins with a complimentary discovery call. We will learn how your business operates, recommend the appropriate level of support and provide a clear fixed-fee proposal before any work begins.
All prices are in Canadian dollars and subject to applicable taxes.
A one-time onboarding fee applies to new engagements and is confirmed before work begins. It covers the initial review, transition, system configuration and reporting setup required for the selected package.
Historical catch-up or cleanup work is reviewed and quoted separately before the monthly engagement begins.
Vertex prepares organized, year-end-ready financial information and coordinates with either your existing tax accountant or one of our trusted tax partners. Corporate and personal income tax return preparation is not currently included in the monthly packages.
Yes. Packages can be adjusted as transaction volume, reporting needs and financial complexity evolve.
Tell us where your business is today and what you need from your finance function. We will recommend the package that fits without unnecessary services or unclear fees.
