Transparent, Flat-Fee Pricing
Clear packages for bookkeeping and tax compliance, plus custom-quoted advisory and CFO services built around your business.
Bookkeeping Packages
Billed monthly, with a yearly plan commitment.
Bookkeeping Basic
Year-End Financial Statements
- Xero & Hubdoc subscription included
- Guided onboarding support
- Monthly accrual bookkeeping
- Round-the-clock portal access
- Single-currency reporting
- Yearly corporate tax filing
- Individual tax return filing
- GST/HST filing
- You'd rather handle day-to-day books yourself
- You just need help at year-end
- Your monthly transaction volume is under 10
Bookkeeping Plus
Quarterly Books & Reports
- Xero/QBO & Hubdoc subscription included
- Guided onboarding support
- Monthly accrual bookkeeping
- GST/HST filing
- Round-the-clock portal access
- Multi-currency support
- Yearly corporate tax filing
- Individual tax return filing
- Payroll administration
- You want an accountant handling your books all year
- Your monthly transaction volume is under 20
Bookkeeping Premium
Monthly Books & Reports
- Xero/QBO & Hubdoc licensing covered
- Onboarding assistance
- Complete accrual-basis bookkeeping
- Assigned dedicated bookkeeper
- GST/HST filing
- Online client portal
- Multi-currency support
- Yearly corporate tax filing
- Individual tax return filing
- Payroll administration
- Monthly AP processing
- Monthly AR processing
- Monthly fractional CFO strategy session
- Monthly cash flow forecast
- You want an accountant handling your books all year
- Your monthly transaction volume is under 50
- You transact in multiple currencies
Bookkeeping Elite
Tailored Bookkeeping & Reporting
- Xero/QBO & Hubdoc licensing covered
- Onboarding assistance
- Assigned dedicated bookkeeper
- As-needed bookkeeping & reconciliations
- Complete accrual-basis bookkeeping
- GST/HST filing
- Online client portal
- Multi-currency support
- Weekly/bi-weekly AP processing
- Weekly/bi-weekly AR processing
- Working capital oversight
- Yearly corporate tax filing
- Individual tax return filing
- Payroll administration
- Weekly fractional CFO oversight
- Cash flow forecasting & oversight
- KPI dashboards & rolling forecast
- You want an accountant handling your books all year
- You need a fully custom plan
Tax Compliance
Ongoing yearly filings, or a single one-time engagement.
Corporate Income Tax Filing
Yearly Tax Filing Service
Yearly preparation and CRA filing of your corporation's T2 income tax return.
- Preparation and CRA filing of your T2 corporate return
- Review of income, expenses & eligible deductions
- Correct tax treatment for compliance and efficiency
- All required schedules prepared & reviewed
- Electronic filing with CRA
- Incorporated companies that need a T2 filed
- Active corporation owners
- Companies wanting a single, compliant yearly filing
Owner's Personal Tax Return
Yearly Tax Filing Service
Yearly filing of the owner's T1 personal return, along with a complete tax strategy review.
- Preparation & filing of the owner's T1 return
- Complete tax strategy review linked to business performance
- Advice on salary vs. dividend compensation
- Structuring owner draws
- Managing tax instalments
- Tax planning tied to your business activity
- Business founders & owner-operators
- Owners weighing salary vs. dividends
- Founders wanting tax filing linked to strategy
Self-Employed Tax Return
Yearly Tax Filing Service
Yearly preparation and filing of your T1 personal return, including business income and expenses via T2125.
- T1 personal filing with T2125 business income/expenses
- Review of income, expenses & eligible deductions
- Correct tax treatment for compliance and efficiency
- All required schedules prepared & reviewed
- Electronic filing with CRA
- Sole proprietors & unincorporated businesses
- Self-employed filers reporting T2125 income
- Owners reporting business income personally
Non-Profit Tax Filing
Yearly Tax Filing Service
Yearly preparation and filing of your Canadian non-profit return, including T2 and T1044 as applicable.
- T2 corporate return preparation and filing
- T1044 filing where required
- Applicable federal & provincial schedules
- Depreciation & fixed-asset reporting, if applicable
- Electronic filing with CRA
- Digital copies of all filed returns
- Incorporated non-profits (non-charity)
- Non-profits meeting the T1044 threshold
- Organizations with yearly corporate & information filings
Charity T3010 Return Filing
Yearly Tax Filing Service
Yearly preparation and CRA filing of your T3010 Registered Charity return, with a full review of disclosures and schedules.
- T3010 preparation with required schedules
- Review of financials & charitable activities
- Verification of compensation & related-party disclosures
- Reconciliation against financial statements
- Electronic filing with CRA
- Support maintaining good charitable standing
- Registered charities filing their yearly return
- Charities needing disclosure/schedule review
- Organizations wanting accurate, compliant filing
Company Incorporation
Single Engagement Service
A one-time engagement to incorporate and file with government correctly, federally or provincially.
- Incorporation and government filings
- Business name registration
- Corporate organization documents
- Share issuance
- Federal or provincial setup
- Correctly structured for clean future filings
- Founders setting up a new company
- Businesses deciding federal vs. provincial
- Owners wanting organization documents done properly
Corporate Dissolution
Single Engagement Service
One-time filing of Articles of Dissolution to formally wind down your corporation.
- Drafting of Articles of Dissolution
- Filing Articles of Dissolution with the government
- Support to properly close out the corporation
- Coordination of final filings
- Step-by-step dissolution guidance
- Owners formally closing a corporation
- Businesses no longer operating
- Companies wanting a clean, compliant wind-down
GST/HST Registration
Single Engagement Service
One-time setup to register for sales tax and align your books to track GST/HST properly.
- Determine whether registration is required
- Complete CRA registration
- Set up your sales tax account correctly
- Align bookkeeping to track GST/HST accurately
- Keep future filings accurate and clean
- Businesses nearing the sales tax threshold
- New businesses unsure whether registration is required
- Owners wanting GST/HST tracked from day one
Tax Advisory
Strategic tax guidance, quoted around your specific situation.
Tax Strategy Consultation
Tax Advisory Package
A focused CPA session on your specific tax question, followed by a written recommendation summary.
- A 60-minute session with a CPA on your question
- Post-session written recommendation summary
- A clear opinion before you decide
- Session fee credited toward further engagement
- You need a specific tax question answered
- You want a CPA's opinion before deciding
- You're considering a structure someone else suggested
Owner Pay Structure Plan
Tax Advisory Package
We model your real numbers — corporate profit, household needs, RRSP room, CPP and your province — and hand you a one-page plan on how to pay yourself this year and what it saves.
- Salary/dividend/hybrid comparison using your actual numbers
- Spousal compensation review, TOSI-safe & reasonableness-tested
- Plan to clean up shareholder loan accounts
- Payroll & dividend paperwork completed, not just advised
- You're incorporated and pay yourself via draws/e-transfers
- You're unsure if salary, dividends, or a mix fits best
- You want spousal income splitting without TOSI exposure
Yearly Tax Roadmap
Tax Advisory Package
Pre-year-end planning covering compensation, corporate surplus, the passive income grind, instalments and HST, delivered as a written roadmap.
- Pre-year-end compensation & surplus planning
- Passive income grind planning near the $50K threshold
- Instalment planning
- GST/HST review
- Written yearly tax roadmap
- Your corporation is building up surplus cash
- You want to plan ahead of year-end, not at filing
- You want a written plan for the year ahead
CFO Services
Fractional CFO support, quoted around your business's scope.
KPI & Performance Reporting
Fractional CFO Package
A custom KPI framework and dashboards showing exactly how your business is performing.
- Custom KPI framework built around your business model
- KPI dashboards for at-a-glance visibility
- Financial, cash flow & profitability metrics
- Marketing & sales KPIs (CAC, CLV, ROI, conversion rate)
- Operational & efficiency metrics
- Industry benchmark comparisons
- You're tracking too much, or the wrong metrics
- Your team needs a shared performance view
- You want metrics that inform growth decisions
Cash Flow Management & Reporting
Fractional CFO Package
Ongoing visibility into cash in and out, with forecasting to keep your position healthy.
- Monthly tracking of cash inflows & outflows
- Rolling forecast across upcoming weeks/months
- Early warning on potential cash shortfalls
- AR/AP timing review for cash impact
- Guidance on working capital & cash reserves
- Liquidity dashboard with key cash metrics
- Practical recommendations to improve cash flow
- You want forward-looking cash visibility, not just history
- You're planning growth, hiring, or bigger spend
- Your business has seasonal or cash-tight periods
Cost Optimization
Fractional CFO Package
In-depth cost analysis and CFO oversight to protect margins without disrupting operations.
- Deep-dive cost analysis to surface hidden spend
- Focused cost-reduction strategies
- Expense benchmarking vs. industry standards
- Process & overhead optimization
- Cost forecasting & scenario modelling
- Real-time COGS, margin & cash flow reporting
- Your margins are shrinking or unpredictable
- Overhead & supplier costs are creeping up
- You want savings without disrupting operations
What Our Clients Say
“The team has supported our accounting, compliance and management reporting with professionalism and responsiveness. Their Virtual CFO support has helped keep our financial processes organised and review-ready.”
“The team has provided dedicated Virtual CFO and day-to-day accounting support, including statutory compliance coordination and audit support. They are responsive, professional and knowledgeable.”
“The team has supported our financial accounting, compliance and reporting, together with practical advice on complex transactions, tax planning and internal controls. Their support has been responsive and timely.”
Not sure which package fits?
Book a free consultation and we'll help you find the right fit for your business.
Book a Free Consultation