What you get with Elite
The highest level of partnership we offer, for leaders making high-stakes decisions. A dedicated PhD-level CPA, monthly strategy sessions, and CFO-level oversight bring advanced tax structuring, audit protection, and wealth integration under one roof.
What’s included
- Dedicated CPA (PhD-level). A dedicated, PhD-level CPA who knows your business intimately and is on call when it matters.
- Monthly strategy sessions. Monthly working sessions to steer financial strategy and capitalize on opportunities.
- Advanced tax structuring. Sophisticated, fully compliant structures that minimize tax across your business and personal wealth.
- CRA audit & legal support. Full representation and coordinated legal support through audits, objections, and appeals.
- CFO-level advisory oversight. Strategic financial leadership and oversight without the cost of a full-time CFO.
- Wealth & estate integration. Integrated planning that aligns your business, personal wealth, and estate objectives.
Ready to get started?
Lock in save $350/mo while this pricing lasts. Book a free 30-minute consultation and we’ll have you set up in no time.
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