Choose the level of financial support your business needs
Your business may need reliable bookkeeping and tax support. Or you may want to understand what the numbers are telling you. And when bigger decisions are ahead, you may need budgets, forecasts, and stronger financial analysis to help you plan.
AccoClariT offers three levels of support built around those different needs.
Essential gives you control. Insight adds understanding. Momentum helps you look ahead.
You do not need to know which one fits before we speak. We will help you determine the right level of support for your business.
Control
AccoClariT Essential
Reliable numbers. Fewer surprises.
Get the financial basics handled properly and on time
Essential is for business owners who want the day-to-day financial work taken care of without having to manage every detail themselves.
AccoClariT handles bookkeeping, reconciliations, payroll, payroll remittances, GST/QST preparation and filing, accounts payable preparation, and accounts receivable support. We also perform a basic consistency review to identify anything that does not look right before information is finalized.
You provide the business information we need. We keep the financial process moving. You stay in control of payments and approvals.
Starting at$550 CAD/month, before tax
Understanding
AccoClariT Insight
Clearer understanding. Better decisions.
Know what is happening behind the numbers
Insight includes the Essential foundation and adds the financial review you need to understand how your business is actually performing.
We prepare the annual budget included in Insight and look at cash flow, profitability, margins, labor costs, expenses, budget versus actual results, changes from previous periods, and areas that may require attention.
At the end of each reporting period—monthly or quarterly—we review the important findings with you. So instead of simply receiving the numbers, you understand where the business is performing well, where pressure may be building, and what deserves your attention next.
Starting at$750 CAD/month, before tax
Action
AccoClariT Momentum
Greater control. Stronger business momentum.
Use your numbers to help decide what comes next
Momentum includes the Essential and Insight foundations, then adds the tools required to look forward.
You receive annual budgeting, cash-flow forecasting, scenario planning, growth planning, financing preparation, performance dashboards, KPIs, and multi-location reporting when required.
This is the level of support for decisions such as expansion, financing, acquisitions, major investments, and other moves where understanding what may happen next matters as much as understanding what happened last month.
Budgets and forecasts are included. Business plans and certain specialized analyses are quoted separately. Review engagements, audit engagements, and other services requiring an outside CPA are handled under a separate engagement.
Starting at$850 CAD/month, before tax
Compare the solutions
| Best for | Essential | Insight | Momentum |
|---|---|---|---|
| Best for | Keeping the financial work current and under control | Understanding performance and identifying what needs attention | Planning ahead and supporting bigger decisions |
| Bookkeeping | Included | Included | Included |
| Bank & credit-card reconciliations | Included | Included | Included |
| Accounts payable preparation | Included | Included | Included |
| Accounts receivable support | Included | Included | Included |
| Payroll processing | Included | Included | Included |
| Payroll remittances | Included | Included | Included |
| GST/QST preparation & filing | Included | Included | Included |
| Financial reporting | Available | Included as part of review | Included |
| Financial review | — | Included | Included |
| Cash-flow analysis | — | Included | Included |
| Profitability & margin review | — | Included | Included |
| Labor-cost & expense analysis | — | Included | Included |
| Budget vs. actual review | — | Included | Included |
| Identification of red flags | Basic consistency review | Included | Included |
| Review meeting | — | At each reporting period | At each reporting period |
| Annual budget | — | Included | Included |
| Cash-flow forecast | — | — | Included |
| Scenario planning | — | — | Included |
| Growth planning | — | — | Included |
| Financing preparation | — | — | Included |
| Performance dashboard & KPIs | — | — | Included |
| Multi-location reporting | — | — | Included |
| Starting price | $550 CAD/month, before tax | $750 CAD/month, before tax | $850 CAD/month, before tax |
Business plans and certain specialized analyses are quoted separately. Review engagements, audit engagements, and other services requiring an outside CPA are handled under a separate engagement.
Essential / Insight / Momentum
Which level of support do you really need?
The easiest thing to do is compare packages. The more useful thing to do is ask what is missing from the way the financial side of your business is being managed today.
If the work is late, inconsistent, or taking too much of your attention, you likely need stronger control.
If the numbers are accurate but you still struggle to understand what they mean or what deserves your attention, the issue is no longer bookkeeping. You need more insight.
And if you already understand the numbers but need stronger forecasts, scenarios, or financial perspective before making bigger moves, then you need more momentum.
That distinction matters. Choosing based only on price or a service checklist can leave you with too little support—or more complexity than you need.
At AccoClariT, the recommendation comes after the conversation. We first look at how your business operates, what is missing, and what you want your financial information to help you do next. Then we recommend the level of support that fits.
You should not have to adapt your business to an accounting package. The support should fit the way you want to lead your business.
See what greater financial clarity could change for your business
When you understand your financial position earlier, you can prepare instead of react and make important decisions with greater confidence.