# Aeon Advisory

> Aeon Advisory is a fully virtual, cloud-based accounting, business advisory and technology firm for businesses in Canada, the USA and beyond. Tagline: One team. Two countries. Zero distance.

Website: https://aeonadvisory.com
Contact: info@aeonadvisory.com
Free consultation: https://calendly.com/accwithrp/15min
Pricing: CAD, before tax, shown as "from". Final price confirmed after the free consultation. USD available.

## Not offered
Aeon does not currently offer tax preparation/filing or financing/lending. Funding Strategy is planning and preparation only; Aeon does not arrange loans.

## Pages
- Home: https://aeonadvisory.com/
- Start: https://aeonadvisory.com/start
- Run: https://aeonadvisory.com/run
- Scale: https://aeonadvisory.com/scale
- Pricing: https://aeonadvisory.com/pricing
- About: https://aeonadvisory.com/about

## About
Founder: Rohan Patel, CPA (US). 5+ years in business, 50+ clients served.
Who we help: startups, small businesses, owner-operators, cross-border companies.
Why Aeon: cross-border expertise; books, planning and automation together; fully virtual service.
Testimonial: "Aeon Advisory has taken the stress out of managing our finances. Their team is knowledgeable, responsive, and always available to answer our questions." - Victor Patel, Illinois, USA.

## Start (one-time)
- Business Setup, from $499: structure advice, registration, compliance checklist.
- Business Plan, from $1,200: market summary, 3-year projections, action roadmap.
- Funding Strategy, from $900: needs assessment, lender-ready package, guidance. Preparation only.

## Run (monthly)
| Plan | Price | Best for | Transactions | Statements | Payroll |
|---|---|---|---|---|---|
| Essentials | from $349/mo | Sole proprietors and startups | Up to 75 | Quarterly | Add-on |
| Growth | from $599/mo | Small businesses with staff | Up to 150 | Monthly | Up to 10 employees |
| Scale | from $999/mo | Multi-entity or high volume | Up to 500 | Monthly with review call | Up to 20 employees |

Payroll add-on: $50 per payroll run plus $3 per employee. Catch-up bookkeeping quoted per job. About 10% off annual prepay.

## Scale (projects)
- AI & Software Setup, from $1,500.
- Live Dashboards, from $1,000 (optional upkeep $149/month).
- Workflow Automation, from $750 per workflow.

## Bundles
- Launch (one-time): Business Setup, Business Plan, Funding Strategy. From $1,999.
- Foundation (monthly): Bookkeeping, Payroll, Financial Statements. From $599/month.
- Insight (monthly): Foundation plus Live Dashboard. From $749/month.
- Full Stack (custom quote): everything plus workflow automation and ongoing advisory.

## Tools
QuickBooks, Xero, Stripe, Google Workspace (Sheets, Drive), Looker Studio, Notion, Shopify, Square, Toast, OpenAI, Claude.

## FAQ
- Contract terms and overage rules: to be confirmed.
- Prices exclude tax. USD pricing available.
- Software: QuickBooks Online or Xero; clients keep access to their books.