SCALE FLOW

Businesses requiring more regular advice and strategic tax planning

Peace of mind

We charge fixed monthly fees, means no surprises or anxiety on your end.

Saving you time

We want you to focus on growing your business and maximizing profits so we design and setup cloud technology to do the heavy lifting.

Pragmatic advice

We design and setup solutions specific to your goals, capabilities and most importantly budget.

SCALE FLOW PACKAGE INCLUDES:

  • Complete Tax Compliance – Never fret about a CRA letter again. We handle all CRA reporting remittances for you. We send your Government remittance reports (like HST or Payroll), you approve them, and we take care of the rest.
  • Bookkeeping – We automate your bookkeeping, so you can spend time on what really matters. A simple pic of your receipts and bills is all we need to record transactions. We store them in the cloud, where you’ll have 24/7 access. The best part? You don’t have to keep your physical receipts at all.
  • Monthly Financial Health Check-up Reports – Do you know your numbers? No worries. We do, and we’ll send you monthly updates on sales and company performance.
  • Quarterly Budget Setup + Analysis – We help you create a reasonable business budget that will cut costs and maximize profits. It will be reconciled annually to track your progress.
  • App Training + Setup – Automation is great, but only when you really understand how to take advantage of its benefits. We provide comprehensive training, so you can get the reports you need whenever you need them.
  • Quarterly Cash Flow Projections Review – Cash is King. We give you a crash course on understanding cash flow and financial projections.
  • Monthly Coaching Sessions – You’re never alone when we’re on your side. We’ll meet every month to go over your custom action plan and brainstorm ways to achieve the results you want.
  • XERO/ QBO – These awesome accounting apps allow you to see your real-time business stats with the touch of a button.
  • HUBDOC – Our favourite. Snap a pic of your receipts and store them in the cloud forever – no more stressing over backing up your claims.
  • FATHOM – This app will help you track KPI’s to reach your goals, grow your business, and even plan a little me-time.
  • FLOAT/Other App – There’s a perfect app everything. We’ll find the one that’s a killer match for your business and integrate it with your accounting app to boost its usability.
  • Unlimited Monthly CPA Consulting – Not sure about an urgent decision? Call us any time for professional guidance that will empower you to make an educated choice.
  • Priority Zoom Support – You know we’ve got your back and there’s nothing like hearing it face-to-face. Book a video chat on our calendar whenever you need us.

WHAT CLIENTS ARE SAYING ABOUT THIS PACKAGE

Flow CPA has been invaluable to me. They are very knowledgeable and helpful with everything it took to start a new business. They are very patient in dealing with all of the questions I had since I don't have much of a business background. I don't have to worry about the accounting part of my business knowing that Flow CPA is working with me.

Dr. Andrea Dormant
Bodywise health

I am amazed how easy and fast is to have my taxes done now with flow. They have exceeded my expectations in terms of to the quality of the service they provide. Thank you so much flow! I would be lost without you...

Dr. Maria Ines Pinto
Physician

Professional Accounting Services! Great People!! Highly Recommended!!!

Kypro Distribution

My business is now fully automated thanks to Flow. With the advance on technology moving to the cloud for us was just a natural step. My business is now 100% remote and I can have access to real time information, issue invoices and payments from any mobile device and know where my staff are during working hours. Also no more surprises or anxiety at Tax Time. It just makes sense!

The Green Method Inc.

Flow CPA has made the idea of growth a practical reality.

Brand Editor

It has put our books online and organized us so we can call our books up from home, cottage or anywhere we travel.

Meineke Car Care Centre

Allow the time to plan your communications as much as you need to plan your finances. Without focus, the goal is unachievable.

Market Dixit