Everything your books need, for one monthly fee

Every plan includes a dedicated CPA, QuickBooks Online setup and monthly bookkeeping. Choose the plan that fits your business today, and change it as you grow.

Monthly plans

Essentials: from $395/month

For the self-employed and small sole proprietors.

  • Monthly bookkeeping and reconciliations

  • GST/HST returns

  • Monthly financial statements

  • Up to [___] transactions a month

Growth: from $[___]/month

For small incorporated businesses.

  • Everything in Essentials

  • Year-end financials and corporate tax return

  • Owner pay planning: salary vs. dividends

  • Payroll available as an add-on

  • Up to [___] transactions a month

Complete: from $[___]/month

For corporations with payroll.

  • Everything in Growth

  • Payroll and source deduction remittances

  • Quarterly check-in call with your CPA

  • Up to [___] transactions a month

Not sure which plan fits? Book a free call and we'll recommend one.

One-time services

Catch-up and cleanup

Behind on your books or switching providers? We'll bring everything up to date. Quoted after a quick review.

Incorporation review

Should you incorporate? We'll look at your numbers and give you a clear answer.

Personal tax for owners

Your personal return, prepared alongside your business. [Price or quoted]

CRA correspondence

Help responding to CRA letters and reviews.

Why a fixed monthly fee

No hourly billing, no surprise invoices. You know what you'll pay each month, and you can call your CPA without watching the clock.

Not sure which plan fits?

Book a free 20-minute call. We'll look at your business and recommend the right plan.