Three-Tier Pricing for Accounting, Tax, and Financial Services

*The professional fee, pricing, plans, terms, or details are tentative and could be updated depending on circumstances or new information.

Basic Plan – *$100 CAD/month

Best for: Freelancers, self-employed individuals, and small businesses needing essential financial management and compliance support.

Bookkeeping & Accounting Services

  • Up to 100 transactions per month ($1/additional transaction)
  • Cloud-based bookkeeping & expense tracking
  • Bank & credit card reconciliation
  • Secure online ledgers & basic financial reporting

Tax Services

  • Basic tax compliance review
  • HST/GST filing preparation
  • Income tax deductions review
  • Annual tax planning consultation

Payroll Services

  • Payroll processing for 1 employee ($30/additional employee)
  • Direct deposits & pay calculations
  • Income tax, CPP, and EI deductions & remittances
  • Year-end T4 & ROE preparation

Business Support Services

  • Monthly financial reports
  • Basic financial consultation (Profit & Loss Analysis)
  • Cost-saving recommendations

Optional Add-ons:

  • Additional transactions ($1 each)
  • CRA audit support ($99/hour)
  • Business consultation ($199/session)

*The professional fee, pricing, plans, terms, or details are tentative and could be updated depending on circumstances or new information.

Standard Plan – *$200 CAD/month

Best for: Growing businesses requiring real-time financial tracking, compliance assurance, and strategic tax planning.

Bookkeeping & Accounting Services

  • Everything in Basic Plan +
  • Up to 500 transactions per month ($1/additional transaction)
  • Advanced financial reporting & forecasting
  • GST/HST input tax credit maximization
  • Corporate tax compliance support

Tax Services

  • Quarterly tax planning & CRA compliance assistance
  • GST/HST filing (quarterly or annual)
  • Corporate tax filing support
  • Tax optimization strategies for businesses

Payroll Services

  • Payroll processing for up to 5 employees ($30/additional employee)
  • Payroll tax calculations & employer contributions
  • Employee benefits & vacation tracking
  • Multi-location payroll support

Business Support Services

  • Business transformation consulting (profitability & cost management)
  • Financial structuring and risk management strategies
  • Operational efficiency assessment

Optional Add-ons:

  • Advanced tax consultation ($499/session)
  • Virtual CFO support ($99/hour)
  • Full CRA audit defense ($199/session)

*The professional fee, pricing, plans, terms, or details are tentative and could be updated depending on circumstances or new information.

Premium Plan – *$500 CAD/month

Best for: Established businesses, corporations, and high-net-worth individuals looking for advanced financial management and tax optimization.

Bookkeeping & Accounting Services

  • Everything in Standard Plan +
  • Up to 1,000 transactions per month ($1/additional transaction)
  • Corporate tax accountant support
  • CFO-level financial structuring & advisory
  • Full financial oversight & compliance monitoring

Tax Services

  • Full-scale tax minimization techniques
  • Corporate restructuring & tax strategy development
  • CRA audit support & defense
  • Long-term tax efficiency planning

Payroll Services

  • Payroll processing for up to 10 employees ($30/additional employee)
  • Enhanced payroll reporting & compliance monitoring
  • Custom deductions & employer benefits administration

Business Support Services

  • Business transformation consulting & Virtual CFO services
  • Strategic financial leadership & growth advisory
  • Mergers & acquisitions tax advisory
  • Corporate restructuring & financial risk management

Optional Add-ons:

  • Custom corporate tax strategy ($999/session)
  • Executive business consultation ($199/hour)
  • Enterprise tax planning ($1,999 full package)

*The professional fee, pricing, plans, terms, or details are tentative and could be updated depending on circumstances or new information.