Bookkeeping & Accounting Packages

Basic

$129/mo

+ tax · billed monthly

Up to 250 transactions/month
Monthly bookkeeping & reconciliation (up to 2 accounts)
Monthly income statement & balance sheet
AP/AR tracking
QuickBooks management
Year-end books for tax preparation
Dedicated account manager
No payroll, tax filing or CFO calls

Advanced

$299/mo

+ tax · billed monthly

Everything in Basic, plus:
Up to 5 bank/account reconciliations
Payroll processing ($5/employee/month)
Payroll tax filing & remittance
Monthly cash-flow statement
Quarterly GST/HST filing & remittance
30-minute monthly financial review call
Priority support

CFO Plus

$499/mo

+ tax · billed monthly

Everything in Advanced, plus:
Unlimited accounts & reconciliations
Annual corporate tax return preparation
Quarterly Virtual CFO meeting (60 min)
Annual budget development & tracking
KPI dashboard & cash-flow forecasting
CRA correspondence management
Priority support

Enterprise

$999/mo+

fully custom · quoted

Everything in CFO Plus, plus:
Weekly CFO check-ins
Internal audit & risk management review
Investor & lender reporting
Process improvement consulting
Same-day priority support

Standalone service pricing (CAD)

Corporate Tax Return $900–$2,500

Personal Tax Return $99–$399

Payroll Service $75/mo + $5/employee

GST/HST Filing $75–$199

Business Registration $99–$399

Virtual CFO $499–$1,999/mo

Internal Audit $1,500–$10,000

Risk Management Review from $1,000

Budget Development $750–$2,000

Cash-flow Forecasting $499–$1,500

Business Advisory $175/hr or $500–$2,000/mo

Catch-up Bookkeeping quoted on request

How it works

From messy to mastered in four steps.

01

Free consultation

A 30-minute call to understand your business, your books, and where you're losing time or money.

02

Onboard & connect

We set up or clean your QuickBooks/Xero, connect bank feeds, and pick up any backlog.

03

We run the numbers

Daily categorisation, monthly reconciliation, payroll and tax — all handled by your dedicated team.

04

Insight by the 15th

Clean financials and clear insight land in your inbox by the 15th of every month.

Looking for something more specific?

If your business has industry-specific reporting needs — trust liabilities, patient billing reconciliation, job costing, or multi-property tracking — a standard package may not be the whole answer.

Browse industry services Notary trust accounting

Not sure which tier fits?

Send us a recent bank statement and we'll tell you, plainly, which package matches your transaction volume — no upsell.

Ask us

Get your first month reconciled.

Book a free 30-minute consultation and we'll review your current books before you commit to anything.

Book Free Consultation