Pricing Mandate
We price to enable, not to extract. Whether you're a business owner streamlining your own work or a CPA launching a smarter alternative to legacy solutions, our module structure puts power in your hands at a cost that frees up capital for growth.
Our modules, toolbox options, and specialized services (CSBFP, SR&ED Second Opinion, and more to come) are built so you save money and efficiency improves at every level, your firm included. We could charge more. We choose not to because sustainable growth means our clients grow first.
As you move from Books through Financial Statements, FP&A, Quality of Earnings, and beyond, each new module unlocks deeper insights without duplicating foundational work. The platform compounds in power, not price.
Start where you need to. Scale as you build. Every dollar you save is efficiency you keep.
Pricing
Clear prices. No pressure.
Financing applications are priced per service level, so you only pay for the help you actually want. Ongoing accounting and advisory modules are a monthly subscription with a 14-day free trial. Education and the eligibility screener are always free.
All 12 modules
One price list. Pay only for what you use.
Financing is priced per service level. Accounting and advisory modules are a monthly subscription with a 14-day free trial. The exact figure is confirmed at checkout, never guessed here. Education and the eligibility screener are always free.
CSBFP
$2,000 to $5,000 + 3%
The Canada Small Business Financing Program backs term loans up to $1,000,000 plus a $150,000 line of credit. Choose DIY ($2,000), Collaboration ($5,000), or White Glove ($5,000 upfront + 3% invoiced only after your loan funds).
per application, 3 service levels
Alternative Funding Options
Quote
Debt, grants, tax credits, revenue-based financing, and strategic equity. Priced once we see the raise. Start with the free funding screener to find your match.
scoped per engagement
The Books
Full-cycle bookkeeping, accounting, and reconciliation.
Coming soon
Financial Statements
Compilation, review, and audit-ready output.
Coming soon
Financial Planning & Analysis
Budgets, forecasts, and variance reporting.
Coming soon
Quality of Earnings
Buyer-grade EBITDA bridge and diligence findings.
Coming soon
Valuation
Defensible business valuation across multiple methods.
Coming soon
Litigation Support
Damages quantification and expert findings.
Coming soon
Mergers & Acquisitions
Buy-side and sell-side transaction support.
Coming soon
Private Equity
Deal sourcing, diligence, and portfolio tools.
Coming soon
Venture Capital
Cap table, term sheets, and round modelling.
Coming soon
Family Office
Real-time wealth, estate, and succession oversight for the owner family.
Coming soon
What's always included
Education is free. Learn how the program works before you spend a dollar, no gate, no card.
No lock-in. Subscriptions are month to month. Cancel any time; your work product stays yours.
Prices in CAD. Applicable taxes shown at checkout. No hidden platform fees.
Pricing questions
Not sure which path fits?
The free screener reads your situation and points you at the right program and service level. No card, no commitment.
Questions? hello@capitaltoolkit.com