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. Education and the eligibility screener are always free.
Available now
Pay only for the help you want.
Everything below can be bought today. Education and the eligibility screener are always free.
CSBFP
The Canada Small Business Financing Program backs term loans up to $1,000,000 plus a $150,000 line of credit. Pick the level of help you want.
DIY
$2,000
You complete the application with the platform's templates and rating system.
Collaboration
$5,000
Our team helps prepare it: document review, narrative, and gap analysis.
White Glove
$5,000 + 3%
Provide your documents and we do the rest. The 3% is paid only if your loan funds.
per application, 3 service levels
On the roadmap
Coming to the platform.
These modules are being built. Each one gets its price on this page when it opens for sign-up.
Alternative Funding Options
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.
The Books
Full-cycle bookkeeping, accounting, and reconciliation.
Financial Statements
Compilation, review, and audit-ready output.
Financial Planning & Analysis
Budgets, forecasts, and variance reporting.
Quality of Earnings
Buyer-grade EBITDA bridge and diligence findings.
Valuation
Defensible business valuation across multiple methods.
Litigation Support
Damages quantification and expert findings.
Mergers & Acquisitions
Buy-side and sell-side transaction support.
Private Equity
Deal sourcing, diligence, and portfolio tools.
Venture Capital
Cap table, term sheets, and round modelling.
Family Office
Real-time wealth, estate, and succession oversight for the owner family.
What's always included
Education is free. Learn how the program works before you spend a dollar, no gate, no card.
Pay for the level you pick. DIY and Collaboration are a single fee. White Glove's 3% is invoiced only if your loan funds.
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