$500.00/month

What you get: Accurate books and your personal taxes done, so you can focus on running your business.

Includes:

• Monthly bookkeeping - up to 50 transactions

• Monthly bank/credit card reconciliations

• Monthly financial statements (Profit & Loss + Balance Sheet)

  • Includes 5-minute video summary

• HST/GST filing

• One personal tax return (T1) filing for business owner

  • Returns with rental properties, investments, etc. are quoted in addition

  • Additional returns for spouse and dependents are quoted in addition

• Email support

• Incorporation watch - we’ll monitor your situation and let you know when it might be time to incorporate your business for tax efficiency

Add-Ons Available:

• Quarterly analysis package: $200/month

  • Written report with actionable insights

  • Scheduled quarterly video call to discuss the past quarter

  • Phone support throughout the year focused on financial and tax analysis topics only (not strategy)

• Monthly analysis package: $300/month

  • Written report with actionable insights

  • Scheduled quarterly video call to discuss the past quarter

  • Video call support throughout the year focused on financial and tax analysis topics only (not strategy)

• Quarterly strategy call: $150/month

  • Includes phone support but for strategy topics only, not analysis

• Monthly strategy call: $200/month

  • Includes phone and scheduled virtual meeting support but for strategy topics only, not analysis

• Annual Tax Plan Review: 60/month

  • Included in quarterly or monthly analysis package if purchased

• CRA compliance check: $75/month

• CRA correspondence support (non-audit): $75/month

• Full CRA support: $200/month

• Payroll:

  • 1-2 employees: $150/month

  • 3-5 employees: $200/month

  • More than 5 employees: Upgrade to Growth Plan

$975.00/month

What you get: Audit-ready books and records maintained by a CPA, plus quarterly financial, tax, and strategy guidance - turning compliance into growth.

Includes:

• Monthly bookkeeping - up to 150 transactions

• Monthly bank/credit card reconciliations

• Monthly financial statements (Profit & Loss + Balance Sheet)

  • Includes 5-minute video summary

• Statement of Cash Flows provided with quarterly analysis

• Quarterly analysis package including:

  • Written report with actionable insights

  • Scheduled quarterly video call to discuss the past quarter

• Quarterly strategy call (integrated with quarterly analysis package)

• HST/GST filing

• One personal tax return (T1) filing for business owner

  • Returns with rental properties, investments, etc. are quoted in addition

  • Additional returns for spouse and dependents are quoted in addition

• T2 corporate tax return

• CRA compliance check

• CRA correspondence support (non-audit related)

• Annual tax plan review

• Email + phone support

Add-Ons Available:

• Monthly analysis package: $250/month

  • Written report with actionable insights

  • Scheduled monthly video call to discuss the past month

  • Video call support throughout the year focused on financial and tax analysis topics only (not strategy)

• Monthly strategy call: $150/month

  • Includes video call support throughout the year, focused on high-level strategy topics only (not financial or tax analysis)

• Full CRA support: $150/month

• Payroll:

  • 1-5 employees: $175/month

  • 6-10 employees: $275/month

  • 11-15 employees: $375/month

  • More than 15 employees: Upgrade to Pro Plan

$1,650/month

What you get: A CPA as your Virtual CFO, offering full financial, tax, and strategic oversight, as well as hands-on guidance every month.

Includes:

• Monthly bookkeeping - up to 300 transactions

• Monthly bank/credit card reconciliations

• Monthly financial statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)

• Monthly analysis package including:

  • Written report with actionable insights

  • Scheduled monthly video call to discuss the past month

• Monthly strategy call (integrated with monthly analysis package)

• HST/GST filing

• Standard personal tax return (T1) filings for business owner, spouse, and up to two dependents included

  • Returns with rental properties, investments, etc. are quoted in addition

  • Additional returns for more than two dependents are quoted in addition

• T2 Corporate Tax Return

• CRA compliance check

• Annual tax plan review + mid-year tax projection

• Full CRA support (including audits)

• Full support - email + phone + video calls

• Payroll for 1-10 employees

Add-Ons Available:

• Extra transactions (per 100 over 300): $150/month

• Payroll:

  • 11-15 employees: $200/month

  • 16-20 employees: $250/month

  • 21-30 employees: $400/month

  • More than 30 employees: custom quote