Simple, transparent pricing
All packages are billed monthly. Pricing scales with transaction volume and complexity. Book a free 30-minute consultation to find the right fit.
- Monthly bookkeeping & reconciliation
- GST/HST filing
- Management financial statements
- Cloud software setup (QBO or Xero)
- CRA correspondence support
- Everything in Starter
- Payroll processing (up to 10 employees)
- T4 preparation & filing
- Accounts payable & receivable
- Budget vs. actuals reporting
- Corporate tax return (T2)
- Everything in Growth
- Fractional CFO advisory
- Cash flow management & forecasting
- Tax planning & optimization
- KPI dashboards & lender-ready reporting
- Priority response & dedicated advisor
Bookkeeping & Recordkeeping
Transaction categorization, bank & credit card reconciliation, and CRA-ready records.
Invoice processing, aging reports, and payment follow-up to keep your cash cycle moving.
Year-end income statement, balance sheet, and cash flow — suitable for internal use and owner review.
Catch-up and cleanup of neglected books ahead of tax season or a financial review.
Payroll Services
Full-cycle payroll with CRA remittances, ROEs, and direct deposit setup.
Year-end employee and contractor slip preparation and CRA submission.
TD1 setup, payroll registration, and CRA payroll account management.
Sales Tax Compliance
Return preparation and CRA submission on your filing frequency, with correspondence support.
CRA registration for new businesses crossing the $30,000 threshold or registering voluntarily.
Provincial sales tax filing support for BC, Saskatchewan, Manitoba, and Quebec.
Corporate & Personal Tax
Annual T2 preparation focused on eligible deductions, CCA, and small business credits.
Salary vs. dividend optimization, holdco structuring, and tax deferral strategies.
Individual returns including employment, investment, and rental income.
Comprehensive T1 with business income schedules and full expense optimization.
Rental property schedules with CCA and eligible expense claims.
Representation and response management for CRA reviews and reassessments.
Financial Reporting & Advisory
Balance sheet, P&L, and cash flow delivered monthly to support decision-making.
Monthly variance analysis with commentary on key performance drivers.
Proactive monitoring of receivables, payables, and liquidity with forward-looking projections.
Strategic financial oversight, KPI dashboards, and lender-ready reporting — without the full-time hire.
