Business full suite: your books, payroll and filings, handled every month
For businesses and corporations in British Columbia and Alberta, from $99 a month. Bookkeeping and reconciliations, monthly statements, GST/HST returns, payroll with T4 and T4A slips, CRA letters and your year-end files, done by one team that knows your file. We confirm your price after a free 15-minute call.
Everything a month needs, line by line
The same work every month, on an agreed schedule once your records are in. Nothing on this list is an add-on.
Bookkeeping
Every transaction recorded and reconciled.
- Monthly bookkeeping and bank reconciliation
- Credit card and loan accounts kept up to date
- Sales and bills (receivables and payables) updated
- Books closed within two weeks of month end, once all your information is in
Monthly reporting
Numbers you can actually use.
- Profit and loss statement and balance sheet, every month
- A simple summary of your key numbers
- What changed against last month, in plain language
- Help understanding your margins, labour and overhead
GST/HST and PST
Sales tax, from the same books.
- GST/HST returns prepared and filed
- GST/HST tracked in your books all year
- If you are registered for BC PST: PST tracked separately and the PST return prepared and filed, included in your price
Payroll
For you and your employees.
- Pay runs and pay stubs
- CPP, EI and income tax deducted and remitted to CRA
- T4 and T4A slips at year-end
- Records of employment when required, including qualifying interruptions of earnings
Year-end
Ready for your tax return.
- Year-end files prepared
- The schedules and reports your accountant asks for
- We explain what your accountant needs from you, and why
- We can join your year-end calls if you'd like
CRA
Someone on your side when CRA writes.
- Help with CRA letters, as needed
- Added as your representative on CRA, with the access you approve: how to add us
Several companies
One family, several corporations.
- Holding and operating companies, each with its own books
- One clear picture of the whole group
Portal and meetings
How we work together.
- Documents, receipts and statements sent through the secure client portal
- Messages to the team that knows your file, in the portal or by email
- Video or phone, or in person at our Surrey, Edmonton or Courtenay office by appointment
- Answers in English, Punjabi or Hindi; a senior manager reviews the work
Every line above, in one monthly price. Your price depends on your transactions, accounts, employees and companies; we confirm it after a free call, before any work starts.
From $99/month
Prices in Canadian dollars, before GST. Corporate and personal tax returns are quoted separately.
Start with the books, add a CFO when you're ready
Every plan includes the whole list above. Fractional CFO adds the planning on top, by video or at your table.
Business full suite
For businesses that want clean monthly books, statements and filings, online or at our offices.
From
$99/month
Includes:
- Monthly bookkeeping, reconciliation and statements
- GST/HST returns, and BC PST where you are registered
- Payroll, remittances, T4 and T4A slips
- Year-end files and schedules for your accountant
- Help with CRA letters, as needed
- The client portal and your numbers explained
Fractional CFO, virtual
For growing businesses that need forecasting, KPIs and a monthly plan, by video.
From
$499/month
Everything in the full suite, plus:
- Report pack with CFO commentary
- KPI dashboard and budget versus actual
- 13-week cash flow, refreshed monthly
- 12-month forecast, updated quarterly
- One video meeting a month, plus a call between meetings when needed
- Lender package when needed, and year-end planning with the tax team
Fractional CFO, in person
For owners who want us in the business, looking at how it runs.
From
$899/month
Everything in Fractional CFO virtual, plus:
- One visit a month at your business or our office in Surrey, Edmonton or Courtenay
- The monthly meeting in person
- A walk-through of your operations and paperwork
Starting prices in Canadian dollars, before GST, confirmed after a free call and before any work starts. A custom CFO plan is also available: see Fractional CFO.
The three plans, row by row
What each plan includes, what the CFO plans add, and what is quoted separately in all three.
| What you get | Business full suiteFrom $99/month | CFO, virtualFrom $499/month | CFO, in personFrom $899/month |
|---|---|---|---|
| The books and filings | |||
| Bookkeeping and bank reconciliation | Every month | Every month | Every month |
| Profit and loss and balance sheet | Monthly | Monthly, in the report pack | Monthly, in the report pack |
| GST/HST returns | Included | Included | Included |
| BC PST returns | Where you are registered | Where you are registered | Where you are registered |
| Payroll, T4 and T4A slips | Included | Included | Included |
| Pay stubs | Every pay run | Every pay run | Every pay run |
| Records of employment | When required | When required | When required |
| Year-end files and schedules for your accountant | Included | Plus year-end planning with the tax team | Plus year-end planning with the tax team |
| Help with CRA letters | As needed | As needed | As needed |
| Planning | |||
| Report pack with CFO commentary | Not included | Included | Included |
| KPI dashboard and budget versus actual | Not included | Included | Included |
| 13-week cash flow and 12-month forecast | Not included | Included | Included |
| Lender package | Not included | When needed | When needed |
| Meetings | |||
| How we meet | Video, phone or at our offices, by appointment | One video meeting a month, plus a call between meetings | One meeting a month, in person |
| Visits at your business | Quoted separately | Quoted separately | One visit a month, with an operations walk-through |
| Quoted separately in every plan | |||
| Corporate (T2) and personal (T1) tax returns | Quoted separately | Quoted separately | Quoted separately |
| Catch-up of past months or years | Quoted separately | Quoted separately | Quoted separately |
Prices in Canadian dollars, before GST, confirmed before any work starts.
Book a free 15-minute callOn the call we tell you which plan fits, and what it would cost. 5.0 on Google · 92 reviews
Quoted separately, so you only pay for what you need
These items are quoted separately for Business full suite. The CFO plans include the additional services identified in their plan descriptions; T1/T2 returns and catch-up work remain separately quoted.
Corporate and personal tax returns
Your T2 corporate return and T1 personal returns. We can prepare them, or your current accountant can file them from the books we keep.
About tax returnsCatch-up work
Past months or years that need bringing up to date before the monthly work starts.
About bookkeeping and catch-upVisits at your business
Regular time at your location to sort paperwork and review the numbers face to face, around our Surrey, Edmonton and Courtenay areas.
What affects the priceCFO planning
The report pack, KPI dashboard, 13-week cash flow, forecast and monthly planning meeting come with Fractional CFO.
About Fractional CFOIncorporation
From $149 + government fees
Three options, from a simple start to a full set-up with share classes and the minute book.
Compare the optionsCorporate records
Annual returns, routine resolutions and minute book upkeep for your corporation.
About corporate recordsCash flow forecasting on its own
A view of the weeks and months ahead, for slow months and big bills, without the full CFO plan.
About cash flowYour household's finances
Personal full suite, from $49 a month
Your personal accounts reviewed through the year, with your personal tax returns included.
See the Personal full suiteKeep them. We make year-end easier.
If another firm prepares your year-end or corporate tax return, you don't have to move. We do the monthly work, and they get clean books and the schedules they need to start from.
- Clean, reconciled books each month, once your records are in
- The schedules and reports your accountant asks for
- We explain what they need from you, and why
- We can join your year-end calls if you'd like
Prefer one firm for everything? We can prepare the returns too. See tax returns.
Industries we know well
Four steps to current books
- 1
Free 15-minute call
Tell us how your business runs. We recommend the right level of help: the full suite, or the full suite with a CFO.
- 2
Your price, confirmed
We confirm your monthly price, and any catch-up, before any work starts.
- 3
Setup
We connect your bank and accounting records, tidy up, and set up GST/HST and payroll. Add us on CRA.
- 4
Every month
Books reconciled, statements sent and filings prepared on the agreed schedule, with your questions answered in the portal.
Business full suite, explained
What is included from $99 a month?
Monthly bookkeeping and bank reconciliation, a monthly profit and loss statement and balance sheet, GST/HST returns, BC PST returns where you are registered, payroll with pay stubs and T4 and T4A slips, records of employment when required (including qualifying interruptions of earnings), help with CRA letters, your year-end files and the schedules your accountant asks for, and the client portal. $99 is the starting price for a simple setup; we confirm yours after a free call.
How is this different from hiring a bookkeeper?
A bookkeeper records transactions. With the full suite, our team looks after your whole file: the books, the filings and the year-end files, a senior manager reviews the work, and we explain your numbers in plain language so you know what changed and why.
Do I have to change my accountant?
No. If another accountant prepares your year-end or corporate tax return, you can keep them. We keep clean books, prepare the schedules they ask for, and can join your year-end calls.
Are tax returns included?
GST/HST returns and payroll slips are included. Corporate (T2) and personal (T1) tax returns are quoted separately. We can prepare them, or your current accountant can file them from the books we keep.
Can you handle several companies?
Yes. If you have a holding company or several corporations, we keep each set of books and give you one clear picture of the group. More companies affect the price, and we confirm it before any work starts.
Can we meet in person?
Yes. You can meet us at our Surrey, Edmonton or Courtenay office by appointment, or by video or phone anywhere in BC and Alberta. Regular visits at your business are quoted separately, or come with Fractional CFO in person.
Can I change plans later?
Yes. As the business grows you can add Fractional CFO on top of the books, or move back to the full suite. We confirm the terms, and any change to your price, before it starts.
What changes the price?
Your monthly transactions, how many bank, card and loan accounts we keep up to date, how many employees are on payroll, how many companies you have, and any past months that need catching up. We confirm your price after a free 15-minute call.
Also looking after your household? See the Personal full suite, every plan on pricing, or the full FAQ.
Sources, checked 27 Oct 2026. This page describes the Business full suite and its prices; the tax filings it names follow these sources. Rules have exceptions and can change. This page is general information, not legal or tax advice for your situation.
- CRA, General Information for GST/HST Registrants (RC4022), canada.ca: GST/HST returns.
- CRA, Employers' Guide, Payroll Deductions and Remittances (T4001), canada.ca: deduct income tax, CPP and EI, add the employer share of CPP and EI, remit to CRA, and issue T4 slips. T4A slips for other amounts paid.
- CRA, Tax deadlines for businesses and self-employed individuals, canada.ca: corporations file the T2 within six months of year-end.
- Government of BC, PST, gov.bc.ca: PST is reported to the province on its own return. Alberta has no PST.
Get your full suite price on a free call
Tell us how your business runs: sales, staff, accounts and companies. We'll say which plan fits, what it would cost and whether any catch-up is needed, before any work starts.
Which office?
Book a free 15-minute call15-minute calls every weekday at 10 am and 2 pm Pacific (11 am and 3 pm Mountain), except holidays.
Typical next slots, confirmed when you book:
Call (236) 300-3322Email contact@finvo.caMon–Fri, 9 am – 5 pm PT/MT5.0 on Google · 92 reviews