We’ve created our service packages to support your business at every stage of growth. At Bright Line CPA, we prioritize consistent accounting, strategic financial planning, and in-depth reporting to help you understand & manage the financial health of your business. Choose the ideal package that suits your needs, and let's work together to bring your business dreams to life.
Our Services
STARTING LINE
Starting at $800/per month
The Starting Line plan is perfect for smaller or less complex businesses needing simple accounting services. It's ideal for businesses seeking an easy and reliable way to handle their bookkeeping and finances, all with a streamlined process suited to the challenges of starting up.
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Get rid of those shoeboxes/manilla folders/garbage bags full of receipts! Just send pictures to our team and we’ll take care of the rest by using them to publish invoices, receipts, and other transactions for you
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Your financial reports are only as good as the quality of your accounting information. Our team will do several detailed checks & balances each quarter to ensure you are getting the most accurate financial information possible.
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Is my business profitable? Do I have enough cash to cover my upcoming bills? Are my customers taking too long to pay me? Our quarterly financial reports will help you to better understand the financial health of your business.
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Because we are regularly keeping track of your receipts & invoices in a cloud accounting system, there will be no more complicated HST spreadsheets to review days before the filing deadline. Our team can easily file your HST returns for you with the click of a button!
SUPPORT
Email Support
SOFTWARE SUPPORTED
QBO, Uncat, Dext
CENTRE LINE
Starting at $1500/per month
The Center Line Plan goes beyond simple accounting support. By working with our team monthly instead of quarterly, we can focus our services on comprehensive financial reporting rather than simple data entry; it's a partnership for strategic success to take your business to the next level.
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Get rid of those shoeboxes/manilla folders/garbage bags full of receipts! Just send pictures to our team and we’ll take care of the rest by using them to publish invoices, receipts, and other transactions for you.
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Your financial reports are only as good as the quality of your accounting information. Our team will do several detailed checks & balances each month to ensure you are getting the most accurate financial information possible.
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Which of my products, services, and projects is making the most money? Trying to find sales trends, and track profit can be like staring into a black hole. Our monthly customized financial reports will take the mystery out and give you clarity on your business's financial health so you can make informed decisions.
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Tired of receiving PDF financial reports via email with the message “Please review and let me know if you have any questions.”? Our team prepares a video review of your financial reports to help you understand what they mean, while also providing helpful insights to improve your knowledge of your business’ financial health.
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What are your plans for your business over the next year? Do you have enough cash to fund your planned growth? What major challenges are you hoping to overcome? These are the types of high-level strategic questions that we’ll discuss in our financial strategy meetings.
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Because we are regularly keeping track of your receipts & invoices in a cloud accounting system, there will be no more complicated HST spreadsheets to review days before the filing deadline. Our team can easily file your HST returns for you with the click of a button!
SUPPORT
Email | SMS Support | Phone
SOFTWARE SUPPORTED
QBO, Uncat, Dext, Fathom, interVal
BRIGHT LINE
Starting at $3000/per month
The Bright Line Plan is your partner for business growth. With our dedicated team, we shape the next phase of your business to align with your objectives, whether it's expansion, sale, or anything in between. Our team provides personalized strategy meetings, precise financial management, and enhanced communication, all aimed at driving your success.
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Monthly Data Entry
Monthly accounting review
Monthly customized financial reports
Recorded loom videos
Preparation & filing of HST returns
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You know your business is profitable, but your bank balance doesn’t seem to be growing. Get a better handle on where your cash is going with our customized cash flow forecasts.
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For most business owners, their business is their retirement savings plan. However, most owners don’t understand what their business is actually worth. In our Bright Line package, we regularly estimate the value of your business so you can keep track of what your most valuable asset is worth.
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What are your plans for your business over the next year? Do you have enough cash to fund your planned growth? What major challenges are you hoping to overcome? These are the types of high-level strategic questions that we’ll discuss in our financial strategy meetings.
SUPPORT
Email, and SMS, and Phone Support
SOFTWARE SUPPORTED
QBO, Uncat, Dext, Fathom, interVal
Looking to create a bespoke plan for your business?
We understand that not all businesses are the same. To best suit the needs of your business as it grows, we have a wide range of additional services that can be added to our base packages at any time.
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Not ready to hire a full-time CFO? No problem. Think of a CFO as someone who helps your business manage its money wisely, from planning how to grow without running out of cash to figuring out ways to make more money. At Bright Line, we act as your CFO for hire. We look at your finances, find the best ways to help you grow and save, and present detailed forecasting to help you make informed choices, all without the big price tag of hiring another top-level executive.
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Your team is the heart & soul of your business, so you want to make sure they are always paid accurately and on time. Trying to navigate the complexities of payroll calculations & regulations can take much more time than expected and could result in errors that make your team unhappy. With our payroll processing service, you’ll never have to worry about making sure your team gets paid again. We can also ensure that your payroll remittances to CRA can be paid with the click of a button!
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For many business owners, making an important business decision feel like navigating a ship through the fog – without a compass. Our financial forecasting service is designed to illuminate the path ahead, whether you need a constantly changing & evolving forecast, or just a one-off financial forecast to help you win that bank financing you’ve been after, we’ve got you covered. We’ll work closely with you to get an understanding of what drives your business and prepare a financial forecast that isn’t just a set of numbers in a spreadsheet but enables you to move your business forward with confidence.
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Does your current accounting process feel a bit like a black hole? You send your financial documents to your bookkeeper, and nothing comes out the other side except for the occasional PDF financial report. We work exclusively with cloud accounting software, as it eliminates the problem of the accounting black hole – you'll have access to your accounting data from anywhere in the world, at any time. As part of implementing your new cloud accounting system, we also try to learn as much as we can about how your business operates so that we can recommend other applications and software that can help automate tedious administrative tasks and feed data into your accounting system automatically.
Our clients succeed through automation.
We want our clients to be able to focus on growing their business, without the distraction of receipt tracking, payroll processing, and tedious data entry. Our service packages are designed to remove the noise through the effective use of software & automation that gives our clients their time back while ensuring that data is accurate and easy to understand. Our team will take the lead in helping you get set up through our implementation process and will train you on how to use access the information you need once everything is set up. Check out a few of our favourite tech tools below. Please note that implementing your new cloud accounting system requires an additional fee to ensure we set you up for success. It includes initial setup, team training, and post-implementation support & maintenance.
The Bright Line Essentials.
These tools have been tried and tested by the Bright Line team. We’ve chosen software that will remove tedious data entry, keep you in the loop on your business, and allow us to coordinate with you easily. They’re at the core of all of our service packages and are required on all plans.
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Why We Use QuickBooks Online:
At Bright Line CPA, we've chosen QuickBooks Online for its robust, user-friendly platform that offers real-time financial insights. It's our go-to solution for empowering businesses to manage their finances more effectively, from anywhere, at any time. QuickBooks Online supports our mission to provide transparent, efficient accounting services that grow with your business.
Why Our Clients Love It:
QuickBooks Online cuts through the fog of the accounting black hole by offering real time accounting data from anywhere, at any time. Want to check who still owes you money while you’re waiting for an appointment, or create an invoice/estimate while you’re with your customer? Need to run payroll for your employees while at the beach on a family vacation? QuickBooks Online gives you better clarity, control, and oversight over the financial health of your business. It also facilitates better decision-making which leads to business growth. Our clients appreciate the intuitive interface and comprehensive financial reports within the platform. From seamless invoicing and payroll to detailed financial reporting, QuickBooks Online makes managing your business finances easy, and secure.
Our Setup Process:
Bright Line CPA's setup process begins with a personalized kick off call to understand your business's specific needs. We then customize QuickBooks Online, integrating it with your banking and financial systems, ensuring a smooth and efficient workflow. Our dedicated training sessions are designed to make you and your team proficient users, maximizing the platform's benefits. Ongoing support from Bright Line CPA ensures any questions or adjustments are addressed promptly, keeping your financial operations running smoothly.
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Why We Use Fathom:
Standard reports from accounting software are meant for accountants; these reports contain a lot of numbers, but don’t tell users what the key takeaways are. Fathom takes financial analytics, and with a powerful suite of tools, converts complex accounting data into easy to understand insights. At Bright Line CPA, we integrate Fathom into our services to provide you with a deeper understanding of your financial health, enabling strategic decision-making that drives growth.
Why Our Clients Love It:
Our clients love Fathom for its ability to distill intricate financial data into clear, actionable insights. The platform’s custom reporting and deep dive analytics not only signal paths to growth but also simplify the decision-making process, making it an invaluable tool for any business focused on expansion and efficiency
Our Setup Process:
Bright Line CPA ensures a seamless Fathom setup, integrating it with your QuickBooks account to provide a streamlined view of your business’s health. Our personalized onboarding process includes personalized meetings to review custom reports and actionable analytics.
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Why We Use Dext:
Managing invoices & receipts is a huge pain for business owners, especially ones that are on the go constantly. Rather than sticking all of your expense receipts into a box to deal with at year-end, Dext allows for quick capturing of receipts & invoices through email forwarding, snapping photos, or even fetching invoices automatically from your supplier’s payment portal. This significantly reduces the amount of time our clients spend filing documents. Dext is an essential part of our toolkit for minimizing manual tasks and increasing efficiency, allowing us to focus on delivering strategic financial insights to our clients.
Why Our Clients Love It:
Clients love Dext's ability to effortlessly capture, store, and categorize financial documents. The ease of uploading receipts and invoices, coupled with its integration with QuickBooks Online, transforms the way they manage their finances. Clients appreciate the reduction in paperwork and the increased accuracy in their financial reporting, freeing up their capacity, and giving more time back to run their business.
Our Setup Process:
At Bright Line CPA, we tailor the Dext setup to fit your business's needs. Our comprehensive onboarding includes migrating your financial documents to Dext, integrating with QuickBooks Online, and training your team on best practices for document management. Our goal is to ensure you're getting the most out of Dext, with continuous support and advice from our experts to optimize your financial processes.
The Bright Line Growth Catalysts.
Your plan is to grow your business, and we want to help you get there. We’ve introduced tools and services to our Center Line and Bright Line service packages that will create custom KPIs, metrics, and insights for you and your management team. Our team will prepare these reports and use the insights to help you make informed, strategic decisions.
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Why We Use interVal:
As a business owner, you invest a lot of blood, sweat, and tears into your business. For most owners, their business is their retirement plan, but unlike an investment portfolio or a savings account, they can’t track the value of their business. interVal is a pivotal tool in our arsenal that connects with QuickBooks Online and can estimate the value of your business each year. It's specifically designed to help businesses with the financial insights and tactical strategies needed for tracking or scaling the value of their business, or in preparing for a potential sale. Bright Line CPA leverages interVal to ensure our clients not only understand their current financial position but also have a clear roadmap for future growth.
Why Our Clients Love It:
Clients love interVal for its real-time financial insight and strategic planning dashboards. The platform's capacity to offer personalized, actionable financial strategies makes it essential for businesses looking to scale or enhance their valuation. interVal's focus on proactive planning and personalized service aligns with our clients' needs for tailored growth strategies and risk management.
Our Setup Process:
Our approach includes a detailed initial assessment to learn about the goals, operations, and finances of your business. Once our assessment is complete, we’ll be able to provide an accurate estimate of your corporate valuation, set objectives for future growth in value, and provide insights into some operational & financial changes that will positively impact the value of your business.
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Why We Use Uncat:
While we are ready to take accounting work off your plate, we don’t know as much about your financial transactions as you do. Rather than setting up a string of meetings/phone calls to talk about data entry or sending you spreadsheets of unknown transactions at the end of the year, we use Uncat to get your input on transactions on a regular basis. Once a week, you’ll get an email and a text with a link taking you to a dashboard of all transactions we need your input on. You can make a note, upload supporting documents, or pick the QuickBooks category for the transaction yourself. We can then review and click a button to send the transaction back to QuickBooks.
Why Our Clients Love It:
Our clients love Uncat for its simplicity and the way it centralizes communication, reducing the need for endless emails and calls. This not only saves time but also enhances the accuracy of your financial records. Clients value the peace of mind that comes with knowing every transaction is accurately accounted for, thanks to the collaborative interface.
Our Setup Process:
Bright Line CPA will create a smooth Uncat integration into your financial workflow.. Our hands-on approach includes setting up your account, identifying which members of your team should receive notifications, and showing you & your team how to leverage its features to streamline your financial processes.