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List of services
List of services
Choosing the right financial partner is a critical decision for your law firm. We offer three tailored packages designed to meet you where you are, and grow with you as you scale. All prices are in CAD and do not include the cost of Add-ons.
Choosing the right financial partner is a critical decision for your law firm. We offer three tailored packages designed to meet you where you are, and grow with you as you scale. All prices are in CAD and do not include the cost of Add-ons.
THE TRUST BUILDER
THE TRUST BUILDER
Your foundation for compliance and peace of mind.
Your foundation for compliance and peace of mind.
Perfect for solo practitioners and new law firms who need a reliable, compliant financial system from day one. We handle the essentials so you can focus on your clients.
Starting from $649/month
Features Include:
Monthly Trust Account Reconciliation (LSO compliant)
Monthly Bookkeeping (Trust + Operating)
Quarterly GST/HST filing
Basic Financial Reporting (Balance Sheet & P&L)
Unlimited Email Support
THE FIRM ACCELERATOR
THE FIRM ACCELERATOR
Fueling your growth with strategic financial support.
Fueling your growth with strategic financial support.
Designed for growing law firms ready to streamline their operations and gain deeper financial insights. This package frees up your time and provides the tools you need to make smart, data-driven decisions.
Starting from $1,149 / month
Includes All Features from "The Trust Builder" plus:
Weekly Bookkeeping (Trust Account + Operating
Accounts Payable & Receivable Management
Payroll Administration (with T4s and ROEs)
Advanced Financial Reporting & KPIs
Proactive Law Society Audit Support
Quarterly Strategic Review Call (Report + zoom)
THE PRACTICE PARTNER
THE PRACTICE PARTNER
Your strategic CFO, integrated into your leadership team.
Your strategic CFO, integrated into your leadership team.
Our premium, all-inclusive solution for established firms with complex financial needs and ambitious goals. We become an extension of your team, providing expert financial guidance to drive profitability and long-term success.
Custom Quote
Includes All Features from "The Firm Accelerator" plus:
Daily Transaction Monitoring
Full-Cycle Accounting (Month close + YE prep)
Budgeting & Forecasting
CFO-level Financial Advice
Monthly Strategic (Review + Planning)
Priority, Real-Time Support
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