Pricing Calculator | Bright Line Financial Services

Step 1 of 2

Tell us about your business

A few quick questions about where you are today. Your answers pre-populate the calculator so the recommendation reflects your actual pain points — not a guess at which services to pick.

1.How confident are you that your accounting records are accurate & up to date?

Very confident — our books are accurate and updated regularlySomewhat confident — mostly accurate, but there are occasional issuesNot very confident — we often find errors, delays, or missing informationNot confident at all — we are behind or unsure if the numbers are reliableI’m not sure

2.How often do you receive financial reports you actually trust and use in your decision-making?

4.Which accounting tasks are currently taking too much time or causing stress? (select all that apply)

Collecting & organizing receipts/documentsCategorizing bank/credit card transactions in your accounting systemPaying bills & managing vendor paymentsCreating invoices & following up on customer paymentsPayroll tasks (processing payroll, making remittances, ROEs, etc.)Sales tax / HST filingsNone of these

5.Which situation sounds like a typical month for your business?

We have one main revenue stream and a relatively low transaction volume (<100)We have a steady transaction volume (100 - 200) with a few moving pieces such as multiple revenue streams and external apps to reconcile to (Shopify, Square, Jobber, etc.)Our business has multiple service lines/products/locations that we need to track, and data lives across multiple apps.Our business is complex & growing, and it relies on detailed financial reporting & budgeting with more strategic financial support.I’m not sure

6.What systems are you currently using in your accounting workflow?

We use cloud accounting tools and the workflow is working wellWe use cloud accounting tools, but the workflow needs improvementWe rely on spreadsheets or manual processes too muchOur systems are messy, disconnected, or inconsistentI’m not sure what we use or what we should be using

7.What kind of financial visibility would be most valuable to you? (select all that apply)

Monthly profit and loss reportingCash flow visibilityBudget versus actual reportingProfitability by service, project, location, or revenue streamKey performance indicatorsTax planning estimatesOwner compensation and dividend planningForecasting and scenario planningI’m not sure — I need help knowing what to look at

8.Are you looking to have us prepare your corporate tax return?

YesNo

9.Are you looking to have us prepare your personal tax return?

YesNo

10.Approximately how many employees do you have on payroll?

Enter 0 if you don’t run payroll today.

11.What is the approximate revenue that your business earns in a year?

Answer all 11 questions to unlock your estimate.