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    • Home
    • Learn More
      • About Us
      • Services
      • Careers
    • Industry
      • Professional Corporation
      • Construction Corporations
      • Technology Corporations
  • Home
  • Learn More
    • About Us
    • Services
    • Careers
  • Industry
    • Professional Corporation
    • Construction Corporations
    • Technology Corporations

Your Smarter Path to Profit

It's Not About the Money, but it Really Is...

Most businesses spend over $45,000 a year combining bookkeeping, accounting, and financial planning services. VISITAX delivers the same level of control and insight at less than half the cost. 


By working with VISITAX, businesses can save approximately $25,000 annually while gaining integrated bookkeeping, financial planning, and management support. Everything under one confidential, subscription-based model. 



VISITAX Services & Pricing

CORE PACKAGES

All new clients start with a complimentary 30-minute Intro Session to review their business and goals. This helps us understand your needs before tailoring a plan. Within the first month of signing up, clients are encouraged to complete a $250 Discovery Session; a detailed, in-person meeting where we gather financial insights and provide a custom analysis report to guide your ongoing service.

Starter

400

  • QuickBooks Online setup & integration
  • Monthly bookkeeping (transactions categorized & reconciled)
  • GST/PST filing & expense tracking
  • Quarterly financial snapshot

Growth

1000

   Everything in Starter, plus:

  • Full payroll setup & processing
  • AR/AP pursuit (invoicing, reminders, collections light-touch)
  • Cashflow forecast (quarterly)
  • Monthly check-in call

Premium

1500

Everything in Growth, plus:

  • Dedicated finance manager support
  • Advanced BLUEPRINT integration strategies
  • Customized financial dashboards & reporting
  • Priority support & strategy calls


One-Off Services

By Appointment

Free Intro Session | Financial Health Check

0

A no-cost, no-obligation 30 min video call where we review your current bookkeeping setup, talk through your main financial pain points, and highlight 1–2 immediate improvements you can make. 

Discovery Session | Deep Dive Interview

250

This is a structured conversation where we ask targeted questions about your business:

  1. How money flows in and out (sales, receivables, expenses).
  2. Your current challenges with cashflow, growth, or taxes.
  3. Your goals for scaling or long-term planning.


We don’t bring answers yet this is about gathering the full picture directly from you.


What happens next: Within one week, we deliver a custom financial analysis document that outlines your top risks, and hidden opportunities.

Subscriber Check-Up | Critical Change Review

100

 

This session helps you plan confidently around major financial or tax-impacting decisions.


When to Book:

  • Adding a shareholder or partner
  • Buying equipment or a vehicle
  • Expanding into a new market or province
  • Hiring employees or contractors
  • Refinancing debt or adjusting compensation
  • Reorganizing your corporation (e.g., holdco setup, new investments)
     

Purpose:
To review the financial and tax impact of major decisions before they happen, helping you avoid costly year-end surprises.

Navigation Tip: To get started with us, please reach out over email to Info@VISITAXstructuring.ca to book your first consultation! Looking forward to advancing together.

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