Fractional financial controller pricing for businesses.

Bookkeeping Check-In (Suivi), from $195/month, checks books you already maintain. Essentials, from $395/month, handles bookkeeping and reconciliations. Financial Management, from $650/month, adds budgets, forecasts and analysis to your team’s books or Essentials. Bookkeeping Check-In is not a mandatory add-on to Financial Management; necessary checks are already included in the relevant plans. Strategic Direction, from $1,650/month, includes Financial Management. Prices are before taxes and subject to the agreed scope.

• Monthly checks of the trial balance, balance sheet and income statement to identify apparent issues.
• Checks of reconciliations completed by your team and consistency of receivables, payables, tax and suspense account balances.
• Monthly list of items to correct or document.
• Minor corrections: up to 15 minutes per month. Other corrections are handled by your team or quoted separately.
• Bookkeeping questions by email: up to 15 minutes per month.
• One 20-minute quarterly meeting.
• Year-end preparation checklist and transfer of standard reports and unresolved items to the professional responsible.

Starting price covers one entity, one bank account, one credit card and up-to-date books; volumes to be confirmed. Transaction entry, performing reconciliations, GST/QST filing, full closing, a detailed year-end file and management analysis are excluded. These checks are not an assurance engagement and do not guarantee error-free records.

• Monthly bookkeeping based on documents received and reconciliations for agreed bank and credit card accounts.
• Checks of receivables and payables, with unusual balances flagged.
• GST/QST preparation and filing at the agreed frequency, after your approval.
• Month-end closing and agreed routine entries; balance sheet and income statement for management use.
• Standard document filing and maintenance of existing basic automation rules.
• Basic annual CPA file: trial balance, general ledger, reconciliations, agreed documents and outstanding items.
• Bookkeeping support by email: up to 30 minutes per month.

Customer invoicing, collections, payment execution, payroll, budgets, forecasts and commentary analysis are excluded. Bookkeeping controls are included: no additional Bookkeeping Check-In fee.

• Monthly data consistency checks and clarification requests to the person responsible for bookkeeping.
• One annual 12-month budget using a standard model and your approved assumptions; monthly budget-to-actual comparison.
• Monthly cash flow forecast covering six months, updated every month.
• Dashboard with three to five indicators and overall profitability analysis.
• Monthly commentary report, one 45-minute Teams meeting and follow-up on three priority actions.
• Follow-up questions by email: up to 30 minutes per month.

Bookkeeping and corrections are excluded and handled by Essentials or your team. No mandatory Bookkeeping Check-In add-on. Weekly cash flow, detailed costing, complex scenarios and financing are quoted separately.

• Everything in Financial Management, plus rolling 12-month financial forecasts updated quarterly.
• 13-week cash flow forecast updated twice per month.
• Expanded dashboard with six to ten indicators.
• Monthly margin analysis by one agreed dimension, where data permits.
• One simple scenario per quarter: hiring, investment, pricing or financing.
• Two 45-minute Teams meetings per month, replacing the Financial Management meeting.
• Priority decision support: up to one hour of ad hoc work per month, including coordination with your CPA or lender.
• Quarterly recommendations to improve financial processes.

Bookkeeping, complete financing applications, implementation, BI development and custom automation are excluded and quoted separately. Strategic Direction includes Financial Management in its price.

Yes, if Numérix keeps your books: Essentials ($395) and Financial Management ($650) form a complete service starting at $1,045/month. No, if your team already handles bookkeeping: Financial Management then builds on your records, after a financial health check that confirms data quality.

No. Strategic Direction includes Financial Management support within its own starting price. Like Financial Management, it is added to Essentials or to the books kept by your team.

Implementation is quoted when setup work is needed. Its estimate is separate from monthly support and depends on the state of your records.

Yes. A health check, a cash flow forecast, a budget, catch-up work or an automation may be handled as a separate engagement with an agreed estimate and hourly rate. See one-time projects.

An annual budget, a cash flow forecast, budget-to-actual analysis, indicators, a monthly commentary report, a monthly Teams meeting and management recommendations. Bookkeeping is handled by Essentials or by your team. Setup work and limits are defined in the proposal.

Corporate income tax return preparation, compilation, review, audit and other assurance engagements are not part of the offering presented. Numérix prepares the data and can coordinate communication with the relevant professional.

Duration, billing, revisions and termination terms are set out in your agreement before work begins. Requesting a quote or booking a discovery call creates no commitment.

It allows us to discuss your situation and assess whether a Numérix engagement is appropriate. Detailed analysis or work on your records requires a separate proposal.