Simple Packages. Senior-Level Expertise.
All packages are significantly more cost-effective than local hires — without sacrificing quality. Choose a plan that fits your business today and scale as you grow.
Core bookkeeping and reconciliation for Canadian businesses that need clean, CRA-ready books every month.
- Monthly bookkeeping (up to 150 transactions)
- Bank & credit card reconciliation
- Monthly P&L and Balance Sheet
- ASPE-compliant reporting
- QuickBooks or Xero management
- Email support during business hours
- Payroll processing (T4/T4A)
- GST/HST return prep
- CFO or Controller service
Full-service accounting for growing Canadian businesses — bookkeeping, payroll, GST/HST, and financial oversight in one.
- Monthly bookkeeping (up to 5 bank accounts)
- Bank & credit card reconciliation
- Monthly P&L, Balance Sheet & Cash Flow
- ASPE-compliant reporting
- QuickBooks or Xero management
- Priority email & video call support
- Payroll processing — up to 20 employees (T4/T4A)
- GST/HST return preparation
- AR / AP tracking & aging reports
- CFO or Controller service
Executive-level oversight for organizations that need a CFO, Controller, or full back-office team managing Canadian compliance end-to-end.
- Monthly bookkeeping (unlimited transactions)
- Bank & credit card reconciliation
- Full monthly financial reporting package
- ASPE / IFRS compliant reporting
- Multi-software management
- Priority email & video call support
- Payroll processing — unlimited employees (T4/T4A)
- GST/HST return preparation
- AR / AP tracking & aging reports
- CFO / Controller service & cash flow forecasting
- Dedicated account manager
Everything Side by Side
See exactly what's included in each package.
| Feature | Essentials | Growth | Enterprise |
|---|---|---|---|
| Monthly bookkeeping | ✓ Up to 150 txn | ✓ Up to 5 accounts | ✓ Unlimited |
| Bank & card reconciliation | ✓ | ✓ | ✓ |
| Monthly P&L & Balance Sheet | ✓ | ✓ | ✓ |
| ASPE / IFRS compliant reporting | ✓ ASPE | ✓ ASPE | ✓ ASPE & IFRS |
| Cash Flow Statement | — | ✓ | ✓ |
| GST/HST return preparation | — | ✓ | ✓ |
| Payroll processing (T4/T4A) | — | ✓ Up to 20 employees | ✓ Unlimited |
| AR / AP tracking | — | ✓ | ✓ |
| Aging reports | — | ✓ | ✓ |
| CFO / Controller service | — | — | ✓ |
| Budget & forecasting | — | — | ✓ |
| Dedicated account manager | — | — | ✓ |
| Email support | ✓ | ✓ | ✓ |
| Video call support | — | ✓ | ✓ |
Available with Any Plan
Ask us about bundling add-ons with your package.
Chart of Accounts Setup
Properly structured COA built for your industry, CRA requirements, and accounting software.
Bookkeeping Cleanup
Bring messy or overdue books current — one-time project, flat fee.
T4 / T4A Filing
Year-end T4 and T4A slips prepared and filed accurately for all employees and contractors.
GST/HST Registration
CRA registration support for businesses that have reached the GST/HST threshold.
Corporation Tax Return (T2)
Accurate T2 corporate income tax return preparation — CRA-ready and filed on time.
Management Accounts
Monthly or quarterly management accounts — P&L, balance sheet, and KPIs built for decisions.
Common Questions
Not sure which plan is right for you?
Book a free 30-minute consultation and we'll recommend the best fit for your Canadian business size and budget.
Let's get your numbers in order.
Book a one-on-one Zoom consultation with our experts and let us find the ideal package tailored to your unique needs.
