Brand: AccountingBestPro
Positioning: Outsourced accounting and finance team for growing Canadian businesses.
Model type: Online-first, recurring service model with add-on projects.
Core idea:
Instead of hiring an in-house bookkeeper, accountant, or controller, growing businesses pay a fixed monthly fee to AccountingBestPro for end-to-end bookkeeping, accounting, tax, and payroll support delivered remotely.
Primary clients:
Growing small and medium businesses in Canada
Incorporated companies with increasing transaction volume
Service-based businesses (agencies, IT, consulting, creative, marketing)
E-commerce and online businesses
Professional practices and clinics
Trade and construction-related firms
Remote-first and hybrid teams
Client profile:
Revenue has outgrown “DIY bookkeeping”
Owners are busy and want reliable, consistent finance support
They need more than just annual tax filing – they want monthly visibility and control
Key promise:
“We act as your remote finance department so you always have clean books, clear reports, and full Canadian compliance – without the cost of building an in-house team.”
Core benefits:
Time savings: Founders and managers stop being part-time bookkeepers.
Financial clarity: Regular, understandable reports instead of a once-a-year tax panic.
Compliance: CRA, GST/HST, and payroll obligations handled correctly and on time.
Scalability: Services grow with the business – from Essentials to Growth to Scale.
Cost efficiency: Fixed monthly fees that are lower and more predictable than hiring staff.
Differentiators:
Specialization in growing businesses (not just micro / hobby projects).
Outsourced team that feels “in-house”: proactive, scheduled check-ins, advisory.
Fully remote and cloud-based, covering businesses across Canada.
Three main tiers (names can mirror your pricing section):
Essentials (entry level)
For freelancers and solo owners.
Monthly bookkeeping, basic reports, limited transaction volume, one bank account, email support.
Growth (core, most popular)
For growing incorporated businesses.
Higher transaction volume, full bookkeeping, bank and card reconciliation, GST/HST filing, payroll for a small team, management reporting, scheduled calls.
Scale (advanced)
For established businesses with bigger teams and more complexity.
Custom transaction volume, multi-account support, KPIs, advanced reporting, cash flow tracking, tax coordination, larger payroll, priority support, quarterly review meetings.
Revenue logic:
Predictable monthly subscription per client.
Add transaction-based or headcount-based “bands” (e.g., additional fees for very high volumes or large teams).
Upsell path: Essentials → Growth → Scale as the client grows.
Historical Clean-Up / Catch-Up
For businesses with messy or outdated books.
Charged as a one-time project based on number of months/years and complexity.
Often bundled with the start of a monthly package.
Initial Setup & Onboarding
Chart of accounts design, system setup, bank feed configuration, process mapping.
One-off fee to properly implement the client on the chosen platform.
System Migration
Moving from spreadsheets or older software to a modern cloud accounting system.
Revenue from implementation and training.
These projects increase initial cash flow per client and lead into recurring revenue.
Corporate tax returns (T2) for incorporated clients.
Personal tax returns (T1) for owners with business income (optional add-on).
GST/HST registration and regular filings.
Coordination for provincial obligations where needed.
Pricing:
Either bundled into higher tiers (e.g., Growth/Scale includes GST/HST filings),
or billed as add-on services at fixed or modular fees.
These services deepen the relationship, making AccountingBestPro the client’s main financial partner, not just a bookkeeper.
Payroll setup and ongoing processing.
Payslip generation and year-end slips (T4, T4A).
Remittances and employer contribution calculations.
Contractor payment support and proper record-keeping.
Revenue model:
Included up to a certain number of employees in each package.
Additional per-employee fee beyond the included headcount.
Monthly or quarterly financial review calls.
Cash flow and runway discussions.
Basic financial planning (e.g., “Can we afford to hire?”, “Can we expand this service line?”).
Simple budgeting and scenario comparisons.
Revenue model:
Included at a basic level in Growth/Scale packages (e.g., quarterly reviews).
Extra advisory hours sold as an add-on (“Advisory pack” or “CFO hour block”).
This adds a premium layer and helps justify higher tiers.
Pricing is CAD-based and aligned with Canadian market expectations for professional accounting services.
Packages are structured around:
Transaction volume
Complexity (e.g., multi-entity, multiple currencies, multiple provinces)
Number of employees (for payroll)
Scope (bookkeeping only vs. full outsourced accounting + tax + advisory)
Key principles:
Keep entry-level (Essentials) attractive to reduce friction for smaller clients.
Make Growth the obvious best value (more services per dollar).
Use Scale as a premium tier for high-touch, high-complexity clients.
Remote-first: All services are delivered online across Canada using:
Cloud accounting software
Secure document portals or encrypted file sharing
Email, video calls, and possibly a client portal
Team structure:
Bookkeepers as the day-to-day operators.
Accountants / controllers providing review, adjustments, and oversight.
A client-facing “account manager” or lead accountant per group of clients.
Processes:
Standardized monthly workflow (data collection, reconciliations, reporting).
Task and deadline management using practice-management tools.
Documented procedures to ensure consistent quality and enable scaling.
Marketing channels:
SEO-optimized website with clear messaging (“Outsourced accounting for growing businesses in Canada”).
Google Business Profile targeting Toronto / Ontario and “remote Canada-wide”.
Content marketing: blog posts, checklists, simple guides on Canadian accounting topics.
Partnerships with:
Business lawyers
Incorporation services
Business coaches
Immigration / relocation consultants
Funnel steps:
Visitor arrives on the site (via search, referral, or ad).
Reads about the value of outsourced accounting and sees pricing packages.
Submits a “Get a quote” or “Book a free consultation” form.
Discovery call to clarify needs and fit.
Customized proposal with 2–3 package options + add-ons.
Client signs engagement letter and pays initial invoice or retainer.
Onboarding and start of recurring work.
To keep the business healthy and scalable, AccountingBestPro tracks:
Monthly Recurring Revenue (MRR): total from ongoing packages.
Average Revenue per Client (ARPC): especially important to push clients toward Growth/Scale tiers over time.
Client Acquisition Cost (CAC): marketing + sales cost per new client.
Client Lifetime (in months/years): how long a typical client stays.
Client Lifetime Value (LTV): ARPC × client lifetime.
Gross margin per package: revenue minus direct labour and software costs.
Churn rate: percentage of clients leaving per month or per year.
Goal: LTV at least 3× CAC, strong retention (clients stay 2–3+ years), and profitable margins on each package.
Main cost categories:
Labour: bookkeepers, accountants, support staff (biggest cost).
Software: accounting platforms, payroll tools, practice management, communication tools.
Marketing and sales: ads, SEO, content creation, referrals.
Professional fees & insurance: legal, compliance, liability coverage.
Office / admin expenses: virtual office, phone lines, cloud storage.
The model works when:
Processes are standardized,
Staff time per client is controlled and predictable,
Higher tiers justify higher fees through more automation + added value, not proportionally more manual work.
Growth levers:
Increase the proportion of clients in Growth and Scale tiers.
Offer more tax and advisory services to existing clients.
Build a partner network for steady referrals (law firms, agencies, consultants).
Use client success stories and testimonials to attract similar businesses.
Upsell paths:
As clients grow: suggest moving from Essentials → Growth → Scale.
Add payroll, tax, and advisory to existing bookkeeping-only clients.
Offer CFO-lite services (cash flow planning, budgeting, dashboards) to more mature clients.