Tailored Financial Advice for Business Owners

Our comprehensive solutions include Accounting, Bookkeeping, Cash-Flow Management, Financial Analysis, Tax Planning, Valuation, Compliance, Risk-Management, Investments, Debt Solutions and Strategic Consulting services.

Our Services

Customized financial services for busy entrepreneurs.

Bookkeeping & Accounting

We handle day-to-day bookkeeping and accounting tasks to provide financial visibility and reporting.

Cash Flow Management

We oversee cash inflows and outflows to optimize working capital.

Financial Analysis

We analyze financial data to uncover insights for improved decision making.

Tax Planning

We create customized tax strategies to minimize your liability while remaining compliant.

Valuations

We provide business valuations for sales, mergers, estates, litigation, and financing needs.

Consulting

We offer one-on-one guidance to executives on financial strategy and decision making.

Our working process

We work around your schedule to provide you with unparalleled financial advice that allows you to focus on operating your business.

Discovery Session

Take advantage of our free consutation to review the current status of your finances and identify any gaps that need to be rectified.

Customized Proposal

We will use the findings from our discovery session to provide you with a customized proposal that addresses any items identified.

Frequent Updates

We work closely with you and your team to tackle all deliverables agreed upon and provide you with daily, weekly and monthy updates.

FinSavvy was a financial game changer for my coffee shop. Their insightful reports helped us optimize our costs, leading to record profits. I can't recommend them enough if you want to maximize success as a small business.

Shawn Peters, Owner

Pricing Table

Our Solutions are designed to capture the unique needs of your business. Have any questions? Please contact us for more information!

GOLD

$500

Per Month

For Small Startup

Monthly Bookkeeping

Quarterly/Yearly HST Filing

Payroll Setup and T4/T5 Filing

Annual Tax Return

Reporting on A/R and A/P

Quarterly Financial Statements

Professional Tax Planning

Includes 10 Hours of Support/mo

PLATINUM

$950

Per Month

For Mid-Size Team

Weekly Bookkeeping

Monthly HST Filing

Payroll setup and T4/T5 Filing

Annual Tax Return

Reporting on A/R and A/P

Monthly Financial Statements

Professional Tax Planning

Includes 25 Hours of Support/mo

Setup A/P Templates and Create Payments for Approval

Update Cash Position on a Monthly Basis

ULTIMATE

$1,950

Per Month

For Enterprise

Daily Bookkeeping

Monthly HST Filing

Payroll setup and T4/T5 Filing

Annual Tax Return

Reporting on A/R and A/P

Monthly Financial Statements

Professional Tax Planning

Includes 50 Hours of Support/mo

Setup A/P Templates and Create Payments for Approval

Update Cash Position on a Weekly Basis

Get in touch

Our financial advisors are here to help your business thrive. Contact us today to discuss your unique needs.
Phone

+1 416 606 7664

Email

info@finsavvy.ca

Drop us a line

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