Sign Up | 786 Venture CPA

Choose your plan

Your plan sets the level of help. Your monthly business spend sets the band, and on Foundation, Growth and Scale the number of accounts we manage adds to the fee.

Plan

Average monthly business spend

What the company pays out in an average month. Payroll wages, owner pay, transfers between your own accounts, loan principal, tax remittances and capital purchases are left out.

Bank, card and payment accounts

Billing

Annual: $120/mo, billed $1,440 up front Monthly: $149/mo

Billing

Month to month 12-month subscription (intro offer applies)

Your monthly price is the same either way. On a 12-month subscription your base plan fee is 50% off for your first 3 months. Extra account charges are not discounted.

Add-ons

Tell us about your business

This is who we will work with and who signs the agreement.

First name

Enter your first name.

Last name

Enter your last name.

Enter a valid email address.

Phone

Enter a phone number with at least 10 digits.

Your role in the business

Select your role.

Is the business incorporated?

Yes, it is a corporation Not yet, please incorporate it Sole proprietor or partnership

Choose one.

Legal name of the corporation

Enter the legal name.

Operating name (if different)

Province or territory

Select a province or territory.

Industry

Select an industry.

Fiscal year-end month

Select a year-end month.

CRA business number (optional)

A business number has 9 digits.

How many corporations will we look after?

Referral or offer code (optional)

We save your progress as you go so our team can help if anything gets in your way. Nothing is binding until you sign in Step 4.

Where your books stand today

Your answers become the Predicate Conditions in your agreement: the starting point we price from. Answer as of today.

Where are your books kept now?

Select where your books are kept.

Transactions in a typical month

Select a range.

State of the books

Reconciled to last month-end Behind Never kept New business, no transactions yet

Choose one.

Date the books were last reconciled to

Enter a date that is not in the future.

GST/HST filing

Select one.

PST or QST registration

Select one.

People on payroll, including you

Enter a number from 0 to 500.

Unfiled corporate tax years

Any US filings or US customers paying the business?

No Yes

Anything out of the ordinary this year? (optional)

Review and sign your agreement

Your Statement of Work, the Package Terms for your plan and our Standard Terms and Conditions make up your agreement. Read them, then sign below.

Your agreement changed. You changed your plan or your answers after you signed, so the agreement below is new. Please read it, tick the four boxes and sign again.

Download a copy to read offline

I have read and agree to the Statement of Work, the Package Terms and the Standard Terms and Conditions. The information about my books in Step 3 is accurate as of today. I understand 786 Venture CPA must verify the identity of the business and its owners before work begins. I am authorized to sign this agreement for the business, and I agree to sign and receive documents electronically.

Tick all four boxes to sign.

Type your full legal name to sign

Type your full name to sign.

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Choose how you want to start

Your agreement is ready. Pick the start that suits you.

Fastest start

Start now with a $300 retainer

Onboarding begins as soon as your payment clears.
Once we confirm your identity and accept your agreement, the $300 is applied in full to your first invoice.
You book your onboarding call right after payment.

Standard onboarding

Start with an onboarding call

Book your onboarding call at a time that suits you.
We set up your pre-authorized debit at onboarding and send your first invoice.
Your price stays as signed.

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You are signed up

Book your onboarding call

Download your signed agreement

Sign up with 786 Venture CPA