C$100
per month
Choose Essential- Up to 30 transactions / month
- 1 bank or credit card account
- Annual profit-and-loss summary and balance sheet
- Basic year-end adjustments
- Email support
- Tax returns and GST/HST available as add-ons
Less guesswork.
More clarity.
Bookkeeping, payroll, reporting and tax support, with plans for independent professionals, owner-operated companies and growing teams.
ONGOING SUPPORTAccounting that
Accounting that
grows with you.
Choose monthly, quarterly or annual prepayment for the same ongoing scope.
C$250
per month
Choose Business- Up to 100 transactions / month
- 2 bank or credit card accounts
- Monthly bookkeeping and reconciliation
- Quarterly profit-and-loss report and balance sheet
- Up to 4 GST/HST returns / year for eligible filers
- 1 standard corporate T2 / year
- Year-end adjustments and 30-minute quarterly review
- Payroll and T1 available as add-ons
C$500
per month
Choose Growth- Up to 250 transactions / month
- 3 bank or credit card accounts
- Monthly bookkeeping, reconciliation and financial reports
- Up to 4 GST/HST returns / year for eligible filers
- Client-provided online bookkeeping software
- Payroll for up to 5 employees; 2 scheduled runs / month
- T4 slips and Summary for covered employees
- 1 corporate T2 and 1 basic owner T1 / year
- Year-end adjustments; 30-minute monthly review
- CRA correspondence: up to 2 hours / year
C$1,000
per month
Choose Corporate- Up to 500 transactions / month
- 5 bank or credit card accounts
- Monthly bookkeeping, reconciliation and financial reports
- Up to 12 GST/HST returns / year per assigned schedule
- Online accounting software bookkeeping
- Payroll for up to 15 employees; 2 scheduled runs / month
- T4 slips and Summary for covered employees
- 1 corporate T2 and 2 basic owner T1 returns / year
- Year-end adjustments; 60-minute monthly review
- CRA correspondence: up to 5 hours / year
ENTERPRISE
Complex business. Clear scope.
Multi-entity, inventory, foreign currency and consolidation needs are scoped individually. Volumes, payroll, reporting, returns and support hours are defined in your quote.
Canadian dollars, before applicable taxes. Quarterly and annual prepayment retain the same ongoing service scope. Annual tax work requires a 12-month engagement. Billing frequency does not alter statutory filing schedules.
PERIODIC PACKAGESSupport on
Support on
your schedule.
Quarterly Sole Trader
Up to 90 transactions, 1 bank account, quarterly reconciliation, profit-and-loss summary and 1 GST/HST return for an eligible quarterly filer.
Quarterly Incorporated
Up to 240 transactions, 2 accounts, quarterly reconciliation, financial reports, 1 eligible quarterly GST/HST return and a 30-minute review.
Annual Sole Proprietor
Review of client-maintained books, year-end adjustments, 1 T1 with one business schedule and 1 eligible annual GST/HST return.
Annual Corporation
Review of client-maintained books, year-end adjustments, internal financial reports and 1 standard corporate T2.
Annual Corporate Plus
Annual Corporation plus 1 basic owner T1, 1 eligible annual GST/HST return and a year-end review meeting.
Quarterly packages exclude payroll and annual income-tax returns. Annual plans require reconciled books. GST/HST reporting must match CRA requirements; extra filings and instalment support are scoped separately.
ADDITIONAL SERVICESAdd the support
Add the support
you need.
Additional 50 straightforward transactionsC$75 / month
Additional bank or credit card accountC$25 / month
Standalone payroll: 5 staff, 2 runs / monthFrom C$100 / month
Additional employee on included payrollC$15 / month
Basic personal T1 returnFrom C$150 / return
Sole-proprietor T1 with business scheduleFrom C$300 / return
Standard corporate T2 from clean booksFrom C$750 / return
Additional GST/HST filing from reconciled booksFrom C$100 / return
Catch-up bookkeepingFrom C$150 / historical month
Registration / business licence assistanceFrom C$150 + government fees
CRA, GST/HST or payroll audit assistanceFrom C$150 / hour
Corporate records / minutes administrationSeparately quoted
Formal compilation engagementSeparately quoted
Review engagement / financial statement auditSeparately quoted
Starting prices depend on complexity and record quality. Weekly payroll, extra runs, onsite work and complex returns are separately quoted. Software subscriptions and government fees are additional unless explicitly included.
CLEAR SCOPE, FROM DAY ONEThe details
The details
that matter.
What does the standard price cover?
One business entity, clean opening balances, digital records and ordinary domestic transactions. One posted bank, card, sales, purchase or journal entry counts as one transaction, excluding duplicates. Inventory, processor reconciliation, foreign currency and intercompany activity are separately scoped.
How do payroll and annual tax inclusions work?
Included payroll covers up to two scheduled runs per month. Remittances follow the employer’s CRA remitter type, rather than payroll frequency. Clients fund and make payments unless payment handling is expressly authorized. Annual tax inclusions require a 12-month engagement; prior periods are separately quoted.
Does billing frequency change filing deadlines?
No. GST/HST returns follow the assigned or validly elected reporting period, including nil returns. Monthly filers need 12 filings; add-ons or upgraded scope are required where only 4 are included. Annual filers may need instalments. T1/T2, T4, filing and payment deadlines remain applicable.
What reports and specialist work are included?
Package reports are internal financial reports. Formal compilation, review and audit engagements require an appropriately qualified practitioner and a separate engagement. CRA correspondence support is limited to the package hours and does not cover taxes or penalties or guarantee outcomes.
What are the client’s responsibilities?
Provide complete records and timely approvals; retain supporting invoices and receipts generally for at least six years, longer where required. Client approval and signed T183/T183CORP are obtained where required before transmission; CRA account access requires separate representative authorization. Extra filings, provincial returns and special schedules are scoped at onboarding.