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.

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Essentials
CA$400/month

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
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Enterprise
CA$1,000/month

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
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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

Yes. We prepare and review your GST/HST returns in line with CRA requirements. GST/HST prep is included in Growth and Enterprise plans, and available as an add-on for Essentials clients.
Absolutely. Our team works under ASPE (Accounting Standards for Private Enterprises) and IFRS where applicable, and all reporting is prepared to be CRA-ready. We understand the Canadian tax calendar, T-slip requirements, and provincial compliance nuances.
We work directly in your existing software — QuickBooks Online, Xero, Wave, or Sage. We connect securely to your account so no sensitive data needs to be emailed back and forth.
Yes. T4 (employment income) and T4A (self-employed / contractor payments) preparation is included in our payroll service. We ensure all year-end slips are accurate and filed before CRA deadlines.
We offer a Bookkeeping Cleanup service as a standalone one-time project to bring your records current. Once your books are clean and CRA-ready, we transition you seamlessly into a monthly plan.
Absolutely. As your business grows, you can upgrade your package at any time. We'll handle the transition seamlessly with no disruption to your books or reporting.

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.