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SOLUTIONS FOR YOUR
BUSINESS

trail signs pointing in multiple directions for your financial needs

Trailhead
Package

This package is perfect for businesses looking for essential bookkeeping services such as: monthly or quarterly bookkeeping, maintaining your chart of accounts, categorizing transactions, reconciling bank accounts, monthly profit and loss statements, and year-end tax ready books.

Starts at

$275/month

Ideal for:

Revenue up to $300K

​50 - 150 transactions per month

FINTY Tip

In the early stages of your business, it’s essential to track transactions, categorize spending and revenue, and establish good financial habits. Start by creating a simple budget and setting a regular monthly schedule to review it. This will help you understand where your money is going and how it’s being used.

Fire on a log to stoke your business finances

Summit
Package

This package is perfect for businesses looking for solid support to forge ahead with stronger financial systems and reporting. This type of package includes monthly or weekly bookkeeping,  everything in the Trailhead Package, PLUS monthly financial statements (profit and loss, balance sheet, AR/AP reports), and 1-hour monthly consultation calls.

Starts at

$525/month

Ideal for:

Revenue up to $300K - $1M

​150 - 350 transactions per month

FINTY Tip

At this stage of your business, it’s time to build on your good habits by creating systems that save time and money. As your business grows and becomes more complex, having reliable processes for tracking receipts, managing invoices and bills, projecting cash flow, and creating financial forecasts and budgets becomes essential. These systems will support your company’s growth and help you navigate every stage of the business lifecycle.

mountains with a yellow sunset, finty

Peak Performance Package

This package is perfect for businesses looking for comprehensive bookkeeping to help conquer financial peaks. This package includes weekly bookkeeping, everything in the Summit PackagePLUS accounts receivable and payable management.

Starts at

$1180/month

Ideal for:

Revenue $1M +

​350+ transactions per month

FINTY Tip

By this stage, you should have strong habits and reliable systems in place - now it’s time to leverage them. Staying in tune with your numbers is crucial, as they tell the story of your business. Understanding key metrics and collaborating closely with a bookkeeping and financial team can be invaluable for navigating challenges and preparing for your next phase of growth.

trail backpack with many pockets that show the complexity of a business' finances

Basecamp
Package

This package is perfect for businesses that need a one-time clean up of their books and/or to set their books up for the upcoming year, or any other financial support you might need for your business. 

Starting at

Custom

Ideal for:

Any sized business​

FINTY Tip

Identify the specific financial challenges you need help with - whether it’s reconciling past accounts, preparing for a tax audit, applying for a loan, or setting up an accounting system. By understanding your needs, you can seek targeted support that keeps your business moving forward efficiently!

None of these packages fit exactly what you are looking for? No problem! Send us a message to book a free consultation and we'll find a solution catered to your business' needs.

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CONTACT

Ottawa, ON

info@finty.ca

+1 (343) 451 7311

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