Finance services that scale with your business.
Bookkeeping, tax filing, and fractional CFO services for Canadian companies — delivered by a Vancouver-based team that treats your books like our own. Transparent monthly pricing. No surprises.
100%
Canadian compliant
CAD
Transparent monthly pricing
YVR
Headquartered in Vancouver, BC
Choose the plan that fits the stage you’re at.
Three tiers built for the real arc of a Canadian business — from your first set of clean books to full CFO-grade financial leadership.
- Day-to-day transaction recording
- Bank & credit card reconciliations
- GST/HST returns
- Monthly financial summary
- Everything in Small Basic
- Corporate income tax filing (T2)
- CPA Advisory
- CRA correspondence support
- Everything in Small Basic +
- Fractional CFO advisory
- Budgeting & cash-flow forecasting
- KPI dashboards & board-ready reports
- High-volume transaction processing
- Multi-account reconciliations
- Accruals & amortization schedules
- Month-end close package
- Everything in Medium Basic
- Corporate tax planning & filing
- CPA Advisory
- CRA correspondence support
- Everything in Medium Basic +
- Strategic CFO
- Forecasting & scenario modeling
- Investor-grade reporting
- Enterprise-grade bookkeeping
- Multi-entity consolidations
- Full accruals, deferrals & allocations
- Audit-ready ledgers
- Everything in Maximum Basic
- Complex corporate tax filings
- Multi-jurisdiction tax compliance
- Audit liaison & support
- Everything in Maximum Basic +
- Senior CFO & controllership team
- SEDAR+ / TSXV / CSE compliance
- M&A & transaction support
Note: A one-time onboarding fee of $500 applies to all packages. Retro-accounting (cleanup of prior periods) is negotiated separately based on scope. All prices in CAD.
What’s included at every tier.
A clear look at how Basic, Basic + and Complete stack up — so you can match the right level of support to the stage you’re at.
| Service | Basic | Basic + | Complete |
|---|---|---|---|
| Full-cycle bookkeeping | ✓ | ✓ | ✓ |
| Bank & credit card reconciliations | ✓ | ✓ | ✓ |
| Monthly financial reporting | ✓ | ✓ | ✓ |
| Corporate tax filing (T2) | — | ✓ | ✓ |
| GST/HST returns | ✓ | ✓ | ✓ |
| Fractional CFO advisory | — | — | ✓ |
| Budgeting & forecasting | — | — | ✓ |
| KPI dashboards & board reporting | — | — | ✓ |
Disciplined finance. Practical insight. Real growth.
We combine technical accounting excellence with operational judgment — so your numbers don’t just close on time, they actually tell you what to do next.
Audit-Ready, Always
Clean ledgers, proper accruals, and documentation that holds up to scrutiny — from CRA reviews to investor due diligence.
CFO-Grade Insight
Forecasting, scenario modeling and KPI dashboards that turn raw numbers into clear, fundable strategy.
One Trusted Team
Bookkeeping, tax and advisory under one roof. No handoffs, no finger-pointing — just consistent, accountable delivery.
Let’s give your finances the structure they deserve.
Book a free 30-minute consultation with a Codix advisor. We’ll review where you are today and recommend the right package to take you forward.