Everything in Plus, with your company in every calculation
It prepares the meeting with your accountant, without replacing it.
Start the diagnostic…
Entrepreneur Report
One time
Entrepreneur
Yearly
Which option, for where you are?
The free diagnostic starts from your stage. Here is what each option adds to it, and when free is enough.
Not incorporated yet
The free diagnostic is enough
It compares your profit earned in your own name or through a corporation, with what a corporation costs each year. Nothing to buy while the corporation doesn’t exist.
Start at this stage (Not incorporated yet)First year
Entrepreneur Report
To walk into an accountant’s office prepared: the first payroll at the right time, the year-end, the papers to bring. One time, no renewal.
Start at this stage (First year)Established corporation
Entrepreneur
The yearly decision: how much to pay yourself, keep or take out the surplus, and the effect on the household’s retirement, with scenarios to adjust.
Start at this stage (Established corporation)Preparing the exit
Entrepreneur Report, or Entrepreneur
The Report for the meeting about selling or winding down: the order to draw the savings and the questions about the exemption. Entrepreneur to follow, year after year, what the corporation pays the household.
Start at this stage (Preparing the exit)
What’s included
Everything in the free diagnostic, and what each option adds.
| Cash total and every finding: amount, why, source | |
|---|---|
| Everything in Plus: the monthly check-in, the Plan for the year, scenarios and retirement | |
| Questions for your accountant | |
| Entrepreneur Report (PDF) and .ics calendar | |
| Adjustable scenarios (salary, keep or take out) | |
| The corporation and household over the years | |
| The effect on your retirement |
| Diagnostic | Entrepreneur Report | Entrepreneur | |
|---|---|---|---|
| Cash total and every finding: amount, why, source | |||
| Everything in Plus: the monthly check-in, the Plan for the year, scenarios and retirement | |||
| Questions for your accountant | text | ||
| Entrepreneur Report (PDF) and .ics calendar | |||
| Adjustable scenarios (salary, keep or take out) | 30 days | ||
| The corporation and household over the years | 30 days | ||
| The effect on your retirement | 30 days |
The cash total, every finding with its amount, its why and its source, and the questions for your accountant.
The details
- The subscription renews every year at the same price; cancel in one click from your account.
