Pricing that scales with you

Get the financial tools and support your business needs, all at a price it can afford.

Startup

Ideal for small businesses.
Onboarding and setup
Dedicated partner
Accrual-basis bookkeeping
Month-end reporting (28-days post)
Monthly financial review
Payroll support
Annual sales tax reporting
Weekly correspondence
World class support
Get Started

Scale

Ideal for large businesses with complex needs.
Everything in Growth
Month-end reporting (14-days post)
Inventory management
Quarterly forecasting
Monthly cashflow forecast and review
Custom reports and integrations
Monthly sales tax reporting
Unlimited support (24-hour response)
Get Started

We succeed when you do

As your financial partner, our focus is on building the infrastructure you need for long-term success. With professional bookkeeping, expert CFO advisory, and tailored payroll services, you'll always have industry leading tools and support.

We'll set up and manage software integrations so that systems runs smoothly from day one.

You'll be supported through the selection of vendors for payroll, reimbursement, billing, and more, making sure nothing gets missed.

We'll coordinate with your team to ensure that you have expert CFO services exactly when you need them.

Advanced insights and reports will help your team identify improvement opportunities across the business.

How does pricing work?

ParallelCFO bookkeeping, payroll, and CFO advisory services are based on annual subscription models with pricing that scales as your expenses do. Contact us to get a custom quote!

Do you offer discounts to pre-revenue companies?

Yes, we offer a first year monthly discount of $200 to qualified pre-revenue companies. Contact us for more information.

How should I calculate my monthly expenses?

For our pricing purposes, expenses include the total dollars spent each month by your company, including payroll, COGS, and distributions.

Why is your pricing based on expenses?

We wanted a pricing model that was transparent and gave companies the ability to grow without fear of penalization. We've found that expenses are easy to calculate and often run parallel to business complexity, and that idea, in combination with a few other factors, became our pricing foundation.

If I pre-pay for the year, does that lock in my services?

Absolutely not. As your business grows, you may need additional services and support, and we're happy to modify your plan to ensure that you have them.

What is your cancellation policy?

All ParallelCFO plans will continue until the end of their specified billing cycle. If you need to cancel your plan for any reason, we'll see that it doesn't get rolled into a new billing period.

Are there any one-time fees to get started with ParallelCFO?

In order to ensure that your company onboarding goes as smoothly as possible, we charge a setup fee equivalent to one months worth of bookkeeping services.

Why does ParallelCFO use Quickbooks?

Our team does its bookkeeping in QuickBooks Online because it offers a number of advantages:

1. Seamless tax prep. Virtually every tax preparer in CAD knows how to work with QuickBooks. You’ll have the freedom to choose any tax preparer you want.
2. Industry standard. In addition to tax preparers, most other financial professionals (e.g., attorneys, bankers, and venture capitalists) all know how to work with QuickBooks. Again, this gives you the most freedom when making financial decisions.
3. Data portability. QuickBooks means you’re not locked in. If you ever decide to move on from ParallelCFO, your data goes with you, in a format that is immediately useful.

If I’m on Xero, can you migrate me over?

Yes, we can help you transition your books over to Quickbooks Online from Xero. As a part of our onboarding process, we’ll make monthly journal entries in Quickbooks from your monthly account totals in Xero (for both the balance sheet and the P&L/income statement) going back to the beginning of the year.

Build your financial foundation with ParallelCFO

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