Select the services you want to customize your package:

Autonomous

Starting at $40 per month

For entrepreneurs wanting to manage their finances with the latest technology and the support of accounting professionals on request.
Assisted

Starting at $130 per month

For entrepreneurs managing all of their finances and want to benefit of a monthly tailored guidance, based on their needs.
Complete

Quote on request

For entrepreneurs wanting to be guided by a dedicated advisor who will take care of the entire accounting portion.
Autonomous

Starting at $40 per month

For entrepreneurs wanting to manage their finances with the latest technology and the support of accounting professionals on request.
Assisted

Starting at $130 per month

For entrepreneurs managing all of their finances and want to benefit of a monthly tailored guidance, based on their needs.
Complete

Quote on request

For entrepreneurs wanting to be guided by a dedicated advisor who will take care of the entire accounting portion.

Kick-Off (starting at $255)

Summary diagnosis

Assessment of your accounting and establishment of your integration plan (on request for Autonomous and Assisted packages)

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Training and configuration

Training needed to use cloud computing and platform configuration tools

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Migration of accounting balances

Migration of your accounting balances and of the list of accounts receivable and payable towards new platform (on request)

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Access to QuickBooks online

Unlimited access to QuickBooks online accounting software

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Access to Operio Portal

All of your accounting and financial tools under the Operio mobile portal

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Access to Operio Academy

Training and information capsules to help entrepreneurs manage their SME on a daily basis

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Access to Receipt Bank

Sending of suppliers' receipts and invoices by scanning them using the camera on the Operio platform

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Accounting assistance

Guidance from a Raymond Chabot Grant Thornton professional (1.5 hours for the Assisted package and upon request for the Autonomous package)

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Advice and periodical follow-up

Support for your projects and priorities by a Raymond Chabot Grant Thornton professional

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Bookkeeping

Maintaining up to date, reliable accounting, including client and supplier management, for you an accurate picture of your financial situation

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Commodity tax return

Filing of your government tax returns based on the determined frequency

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Monthly financial statements

Production of your monthly management reports

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Budget and cash follow-up

Support from a Raymond Chabot Grant Thornton professional on establishing and monitoring budgets and managing working capital

Performance management

Developing tailored scorecards demonstrating your performance indicators and enabling calculated decision-making

"À la carte" services

ACCOUNTING SERVICES

Payroll management

Complete takeover of payroll service by Nethris

Budget and cash forecasts

Provisional and budget management of cash and disbursements

Personalized training

Trailored training by a Raymond Chabot Grant Thornton professional based on your needs

Expense account

Production of your expense reports based on the frequency established

Annual financial statements

Production of mandatory financial statements and takeover of financial reviews by Raymond Chabot Grant Thornton professionals

Tax returns

Filing of tax returns by Raymond Chabot Grant Thornton Canadian tax experts

TECHNOLOGY SERVICES

CRM

Implementation and training of the online CentrixOne sales and marketing management solution

Inventory management

Implementation of an inventory management platform integrated into QuickBooks

Project management

Support from a professional to master specific project management tools, such as profitability per project, resource allocation and progress monitoring

Time management

Support from a professional to implement a time management solution integrated into QuickBooks

Payment management

Support from a professional to implement an automated payables and receivables management platform integrated into QuickBooks

PARTNERS SERVICES

Bank and financial services

Exclusive National Bank offers for Operio clients

Procurement program

Support from procurement advisors to save a significant amount of money

Human Resource management services

Human resources and recruiting support from Operio partners

Legal services

Legal support from Operio parners at competitive rates

Sales and digital marketing consulting

Digital marketing and sales support from Operio partners promoting the growth of your business

Access to Raymond Chabot Grant Thornton experts

Multiservice support from Raymond Chabot Grant Thornton professionals

Témoignage

Félix Robitaille, président et propriétaire de XRM Vision

«J'ai choisi operiō pour focusser sur que je fais le mieux, qui est tout sauf faire de la comptabilité.»

Vous. En mode operiō.

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