Your fractional accounting department
Done-for-you bookkeeping, reporting, and financial guidance — so you can stop wrestling with your numbers and get back to running your business.
Three tiers. One outcome: Clarity
Whether you need clean monthly books or near-real-time financial oversight, choose the level of support that matches where your business is today — and upgrade when you’re ready.
All fractional accounting department packages can also add on our fractional advisory program at anytime.
Built for B2B service businesses ready to build a solid financial foundation. Our fractional accounting department services offers varying levels of support designed to meet you where you are at, and setup a foundation of clarity to support future growth.
Which Package Feels Right for You?
Whether you need better monthly bookkeeping, or more in depth support such as: setting and tracking a budget, regular review meetings, and complex reporting — our fractional accounting services are designed to setup a strong financial foundation so that you are ready for growth when the time comes.
Strategic Bookkeeping
Perfect if you want your books handled accurately and on time, plus a clear, easy-to-read profit report each month - so you always know where you stand without the overwhelm.
Average investment:
$1,000 - $2,500/month
Accounting Manager
Ideal when basic bookkeeping isn’t enough and you want regular financial guidance. With monthly reporting against budget and quarterly goal reviews, it’s the natural step up into light advisory.
Average investment:
$2,500 - $5,000/month
Controller Guidance
Built for growing businesses with multiple service lines or complex needs, where staying on top of the numbers in near real time is essential. You get hands-on guidance and consistent review.
Average investment:
$5,000 +/month
Wondering Where to Begin?
Choose your starting point from the table below.
Strategic Bookkeeping
Clean books. Clear reports. No more guessing.
Perfect if you want your bookkeeping handled accurately and on time — plus a clear monthly profit report so you always know where you stand, without the overwhelm.
This is for you if…
• You’ve outgrown spreadsheets or a hands-off bookkeeper
• You want clean monthly books and a profit report you can actually read
• You don’t need ongoing strategy yet — you just need the basics done right
What’s included:
• Monthly transaction recording & bookkeeping
• Monthly Profit Report delivered within 30 days of month-end close
• Annual review meeting to discuss how the year went
• Year-end package for your tax accountant
• Email response within 3 business days
• Optional add-ons include: payroll & T4 filing, GST & PST filing (for additional $)
Investment: $1,000 - $2,500/month
Accounting Manager
Bookkeeping + budgets, goals, and a real financial partner
Ideal when basic bookkeeping isn’t enough. With monthly reporting against budget, quarterly goal reviews, and a dedicated account manager keeping you in the loop — this is the natural step up from doing the books to actually using them.
This is for you if…
• You’re growing and your finances need to grow with you
• You want regular check-ins, not just year-end conversations
• You’re ready to start setting goals and measuring against them
• You want a partner who knows your business inside and out
What’s included:
• Everything in strategic bookkeeping plus:
• Bi-weekly transaction recording (more current data)
• Detailed monthly profit report with budget-to-actual review
• Bi-weekly emailed financial updates from your Client Account Manager
• Quarterly review meetings (option to upgrade to monthly if required)
• Annual goal setting & budget creation
• Email response within 2 business days
• Optional add-ons include: payroll, GST and PST filing, bill pay, client invoicing, and class reporting as needed (additional $)
Investment: $2,500 - $5,000/month
Controller Guidance
Real-time finance for businesses with real complexity
Built for growing businesses with multiple service lines, complex reporting needs, or fast moving cash flow — where waiting until month-end isn’t an option. You get hands-on guidance, customized reporting, and a financial professional embedded in your business.
This is for you if:
• You’re running a more complex operation with multiple revenue streams or locations
• You need near real-time financial data to make weekly decisions
• You want customized reporting beyond standard profit reports
• You’re ready to invest in proper financial structure (process design + SOPs)
What’s included:
• Everything in Accounting Manager plus:eeping plus:
• Weekly transaction recording (near real-time data)
• Weekly emailed financial updates from your Client Account Manager
• Monthly review meetings
• Quarterly goal setting & budget creation/adjustment
• Internal financial process design + SOP creation
• Priority text support (1-day or sooner turnaround)
• Email response within 1 business day
• Optional add-ons: payroll, GST and PST filing, bill pay, client invoicing, class reporting, 13-week rolling cashflow forecast, additional strategy meetings, and customized reporting as necessary
Investment: $5,000 +/month
Is Now the Right Time (and Place) for This?
Investing in financial support can feel like a big step. You might be asking yourself:
“Can I really afford this?”
Think of Loft as an investment, not an expense. By uncovering hidden cash‑flow opportunities, preventing costly mistakes, and freeing up your time, our clients often more than recoup their investment within months.
“Why choose Loft over someone cheaper?”
You’re not just getting filings and numbers. You’re getting an advisor and a team who understands your goals, anticipates roadblocks, and builds systems that grow with you so you can avoid surprises and make smarter, data‑driven decisions.
“I’ve managed so far—do I really need help?”
DIY can work… Until it doesn’t. The sooner you bring in expertise, the faster you’ll shift from firefighting to forward planning. That means less stress, fewer last‑minute scrambles, and more time to focus on what you love.
“What if I’m not ready to commit?”
All of our monthly accounting packages are risk free - you can cancel at anytime with 30 days notice. We do not hold you to any long and restrictive contracts. We want it to be the right fit for both parties!
Still have questions or hesitations?
Let’s talk through it.
No pressure, just honest conversation.