PEAK PERFORMANCE PLANS

This package provides the essential financial compliance tools every family-owned enterprise needs to establish a robust base. The Foundation plan is designed to cover the essential financial needs of a business. It includes preparation and management of Financial Statements, Corporate Tax Returns, GST Filings, and T-Slips, ensuring that your business complies with all legal and financial obligations.

Compliance: Ensures your business meets all tax and financial reporting requirements.

Financial Clarity: Provides a clear picture of your financial health through well-prepared statements.

Time Savings: By handling essential filings, it frees up time for business owners to focus on growth.

The Growth plan builds on the Foundation by adding additional support in key areas to facilitate business expansion. These additions are essential for businesses intent on growth and scalability. In addition to Financial Statements, Corporate Tax Returns, GST Filings, and T-Slips, it also includes QBO (QuickBooks Online) Bookkeeping, Payroll management, and support via phone, email, and video conference.

Scalability: Supports your business as it grows, with additional bookkeeping and payroll services.

Comprehensive Support: Access to expert advice and support through multiple communication channels.

Efficiency: Streamlines bookkeeping and payroll processes, helping you manage your growing team effectively.

The Performance plan is for businesses seeking advanced financial management and advisory services. It includes everything from the Growth plan—Financial Statements, Corporate Tax Returns, GST Filings, T-Slips, QBO Bookkeeping, Payroll, and communication support—but also adds Advisory Reporting to help businesses make informed decisions.

Informed Decision-Making: Advisory Reporting provides insights to guide strategic business decisions.

Enhanced Financial Management: Offers a higher level of financial oversight to optimize performance.

Expert Guidance: Regular advisory reports keep you updated on your financial standing and growth opportunities.

The most comprehensive, the Legacy Package includes all the features of the Performance Package with an added layer of strategic planning for retirement and estate planning and Wealth Management. This package is aimed at business owners looking to secure their future and create lasting legacies. It offers detailed strategic advice to track goals and targets, manage investments, and ensure a smooth transition and enduring prosperity.

Long-Term Planning: Ensures your business is prepared for the future with retirement and estate planning.

Comprehensive Coverage: Includes all financial, tax, and advisory services to support both business and personal financial goals.

Legacy Building: Helps in building a lasting legacy by planning for succession and future wealth management.

Unlock your full potential with our Peak Performance Plans. Book a consultation today to discover how we can create a personalized strategy that aligns with your unique needs and objectives. Our experts are here to guide you every step of the way, ensuring that you achieve the peak performance you deserve. Take the first step toward excellence—schedule your consultation now!