(Compiled from Package Structure in your file )
Below is a full engagement template for Standard, Plus, and Premium tiers. This can be used directly in the Canopy Engagement Builder.
Engagement Template: Three-Tier Options
Welcome Message (Template)
Welcome to your financial operations partnership with [Your Firm Name]!
We’re excited to support your business with transparent pricing, clearly defined services, and a path that scales as you do.
Below you’ll find three package options designed to fit businesses at different stages—from essential compliance to strategic, real-time financial support.
Please review the tiers and select the package that best matches your needs. If you have any questions, don’t hesitate to reach out—we’re here to help every step of the way.
PACKAGE 1 — STANDARD
A foundational package designed to keep your business compliant with accurate, timely books.
Included Services
Monthly Bookkeeping & Reconciliation
Bank Feed Monitoring
Monthly Financial Reporting (Standard Cadence)
Annual Business Tax Return
Who It’s For
Businesses that want dependable bookkeeping, essential reporting, and an organized communication cadence.
Delivery Commitments
Month-end close within 20 business days
Email support within 2–3 business days
PACKAGE 2 — PLUS
A more responsive, insight-driven package for growing businesses needing timely visibility and proactive support.
Includes Everything in Standard, Plus:
Faster Month-End Close (10 business days)
Quarterly Strategic Advisory
Bank Rule Maintenance
Basic KPI Dashboard
Priority Support (1–2 business days)
Who It’s For
Businesses with growing complexity that benefit from deeper financial insights and a faster turnaround.
PACKAGE 3 — PREMIUM
A high-touch, real-time financial operations package for businesses that want a deeper partnership.
Includes Everything in Plus, Plus:
Weekly Bookkeeping
AP/AR Management
Business Dashboards & Cashflow Monitoring
Monthly Strategy Meetings
Dedicated Slack/Teams Communication Channel
Who It’s For
High-growth businesses wanting full operational financial support and same-day or next-business-day turnaround.
TERMS (Applies to All Packages)
Each service item includes its related scope, SLAs, and limits. Any work outside of scope will be quoted and approved through a separate engagement.
Additional accounts, filings, or transactions may incur variable billing (as stated in service-item terms).
Tasks are automatically created upon engagement acceptance to ensure timely delivery.
All engagements require timely responses and document submissions to meet agreed turnaround times.
SIGNATURES
✔ Client Signer Name
✔ Firm Signer Name
✔ Date
NEXT STEPS AFTER SIGNING (Automated Kickoff Overview)
Once the client accepts the engagement:
All tasks from selected Service Items are automatically created
Tasks are routed to the correct team members
Recurring schedules begin
Client requests are triggered
The onboarding experience begins instantly
This is where Canopy’s “built in, not bolted on” value shines.