Three Levels of Support, One Trusted Firm
Not every business needs the same depth of financial support - and you should not pay for more structure than you need, or settle for less than you do. SHARP & Associates offers three levels of ongoing support so you can match the firm to where your business actually is.
A business filing once a year has different needs than one closing the books every quarter, and different needs again from one making monthly decisions about cash, pricing, and growth. Rather than force every client into one package, we structure support into Core, Growth, and Strategic - each building on the last.
Core
Annual or semi-annual support covering the foundational accounting and tax services every incorporated business needs - compilation engagement, corporate tax return, HST, and tax planning, with a yearly strategy meeting to keep things on track.
Schedule a CallGrowth
Quarterly support that functions like a controller-style accounting department. You get everything in Core plus SHARP & Associates Managed Bookkeeping and quarterly review meetings. Most of our recurring corporate clients fit naturally here.
Schedule a CallStrategic
Monthly, CFO-style advisory and reporting for businesses navigating real complexity - budget-to-actual, cash-flow monitoring, KPI reporting, and forecast-to-actual, with a monthly strategy meeting.
Schedule a CallCompare the Tiers
The table below shows what is included at each level. Advisory, tax planning, and strategy support increase in depth as you move from Core to Strategic.
| Service | Core | Growth | Strategic |
|---|---|---|---|
| Accounting and Tax Services | |||
| Strategy / Review Meetings | Annually | Quarterly | Monthly |
| Compilation Engagement and Corporate Tax Return | ✓ | ✓ | ✓ |
| GST / HST Sales Tax Return(s) | ✓ | ✓ | ✓ |
| Tax Planning | ✓ | ✓ | ✓ |
| Email and Phone Support (regular operating hours) | ✓ | ✓ | ✓ |
| Business Services | |||
| Financial Reports | ✓ | ✓ | ✓ |
| Bookkeeping Review | ✓ | ✓ | ✓ |
| SHARP & Associates Managed Bookkeeping | Optional | ✓ | ✓ |
| Budget-to-Actual Reporting | ✗ | Optional | ✓ |
| Cash Flow Monitor Reporting | ✗ | Optional | ✓ |
| KPI Reporting | ✗ | Optional | ✓ |
| Forecast-to-Actual Reporting | ✗ | Optional | ✓ |
| Payroll | |||
| Payroll Add-On | Add-on | Add-on | Add-on |
How to Choose
If you mainly need your year-end and tax handled well, start with Core. If you want your books managed for you and a check-in every quarter, Growth is the natural home. If you are making frequent, high-stakes financial decisions and want monthly insight to guide them, Strategic is built for you. Not sure? That is exactly what the first call is for - we will help you land in the right place.
Schedule a CallMost firms sell either a cheap once-a-year filing or an expensive full-service relationship, with nothing in between. SHARP & Associates structures support as a ladder so you can match the level of involvement to where your business actually is - and move up as you grow, without changing firms.
Core suits established businesses with steady operations that need their compliance handled well: bookkeeping kept current, year-end accounting, and corporate and personal tax prepared and filed on an annual or semi-annual rhythm. It is the foundation every business needs.
Growth adds the function of a controller. On a quarterly cadence we review performance, tighten the numbers, and meet to talk through what they mean - so you are reading your business through the year, not discovering it after year-end. This is the right tier for businesses that are scaling, hiring, or making bigger decisions.
Strategic brings CFO-level partnership. Monthly reporting, forward-looking cash-flow and forecasting, and advisory on the decisions that shape the company - financing, expansion, owner compensation, and long-term tax strategy. It is for owners who want a genuine financial partner in the room.
Payroll is available as an add-on at any tier rather than a feature that defines one. If you have employees, we include accurate, CRA-compliant payroll support as an add-on to whichever level of support fits the rest of your business.
The point of the tiered model is that you are never locked into the wrong level of support. A business that starts on Core because it mainly needs a clean year-end can move to Growth when it hires, takes on complexity, or simply wants closer visibility - without changing firms, re-explaining its history, or rebuilding its books elsewhere. The same team that handled your compliance moves up with you into controller-style and then CFO-style support. That continuity is part of the value: your accountant already knows the business when the bigger decisions arrive.
Whichever level fits today, the foundation is the same - CPA-led oversight, coordinated accounting and tax under one roof, and a team that responds. The tiers change the depth and cadence of support, not the standard of care behind it.
Not sure which tier fits?
That is exactly what the first call is for. Tell us where your business is and what is on your plate, and we will point you to the level that makes sense - not the largest one. You can always move up later.
Schedule a Call
Call (905) 491-7043 or email info@sharppc.ca to schedule a call. We will review your current situation, explain our approach, and confirm the right next step before any work begins.
Let's Connect
The first call is free and there is no obligation - we will review your situation, explain our approach, and confirm the right next step before any work begins.
