Transparent Pricing for
Accounting Services
Whether you're just starting or scaling fast, your books should work — not leave you scrambling at tax time or wondering where your cash is going. These packages are designed for serious business owners who want:
Clean, timely books
Stress-free tax compliance
Visibility into finances
Pricing reflects the level of care, frequency, and complexity involved. If you're not sure which tier fits, I’m happy to help you decide.
| Features | Bookkeeping Starter $250 / month Select | Bookkeeping Growing $450 / month Select | Bookkeeping Established $650 / month Select |
|---|---|---|---|
| Onboarding Support | ✔ | ✔ | ✔ |
| Bookkeeping | Monthly | Monthly | Monthly |
| No. of Transactions | up to 75 | up to 150 | up to 250 |
| Bank & credit card reconciliations | ✔ | ✔ | ✔ |
| Financial Reports | Monthly | Monthly | Monthly |
| Sales Tax Filing | ✔ | ✔ | ✔ |
| Ongoing Support | Email/Call/Text | Email/Call/Text | Email/Call/Text |
| SparkReceipt Software | ✔ | ✔ | ✔ |
| QuickBooks Software | Discounted | Discounted | Discounted |
Notes:
- Final pricing depends on transaction volume and complexity.
- Catch-up and clean-up work is billed separately. Flexible payment plans available.
- QuickBooks discount is provided through our partner program.
- Every business is different. If our packages don’t quite fit, I am happy to create a custom solution that matches your needs.
Bookkeeping Packages for Businesses
Legend:
✔ Included
✖ Not Included
| Features | Starter $300 / year Select | Essential $600 / year Select | Established $950 / year Select |
|---|---|---|---|
| T2 Corporate Tax Return | Nil Return | Incorporated Professionals | Active Business |
| GIFI + Schedules Preparation | ✔ | ✔ | ✔ |
Notes:
- Pricing is based on standard corporate structures and may vary depending on complexity.
- Bookkeeping is not included.
- Sales tax returns: $150/filing (waived with bookkeeping services).
- T4, T4A, and T5 slips: $50/slip (waived with payroll services).
- Final pricing is confirmed after initial review of your corporation.
Corporate Tax Packages
Legend:
✔ Included
✖ Not Included
| Features | Starter $100 / year Select | Essential $300 / year Select |
|---|---|---|
| T1 Personal Tax Return | ✔ | ✔ |
| Employment Income | ✔ | ✖ |
| Sole Proprietorship | ✖ | ✔ |
Notes:
- All standard tax slips (T4, T5, T3, T5008 and similar) and common tax credits are included in the pricing.
- Sole proprietorship or self-employment income is fully included in the Essential package.
- Your return is prepared based on the slips and information you provide — no hidden add-ons for standard filings.
- Complex situations, including rental income, foreign income, or multiple income sources, are assessed in advance and subject to customized pricing.
Personal Tax Packages
Legend:
✔ Included
✖ Not Included
| Features | Starter $150 / month Select | Essential $240 / month Select | Growth $450 / month Select |
|---|---|---|---|
| Employees Included | Up to 3 | Up to 6 | Up to 15 |
| All Software Costs | ✔ | ✔ | ✔ |
| Payroll Software Setup | ✔ | ✔ | ✔ |
| Bi-weekly or Monthly Direct Deposit | ✔ | ✔ | ✔ |
| CRA Remittances | ✔ | ✔ | ✔ |
| WSIB / EHT Inputs | ✔ | ✔ | ✔ |
| Records of Employment | ✔ | ✔ | ✔ |
| Annual T4 Processing | ✔ | ✔ | ✔ |
Notes:
- All packages include full payroll processing within the stated employee limits — covering pay runs, CRA remittances, ROEs, and year-end T4 processing.
- WSIB and EHT reporting inputs are included and prepared based on client-provided information.
- Software setup and subscription costs are included in all packages.
- Payroll is processed strictly based on approved employee data and submitted payroll inputs.
- Additional employees beyond the package limit or frequent off-cycle payroll runs may require an adjusted plan.
Payroll Processing Packages for Businesses
Legend:
✔ Included
✖ Not Included
| Engagement Type | Scope of Services | Investment |
|---|---|---|
| Advisory Support | On-demand CFO advisory for strategic, financial, or operational decision support. |
Virtual
$150 / hour
In-Person
$250 / hour
|
| Project Engagements | Defined-scope engagements including forecasting, budgeting, financial modelling, and capital planning support. |
Starting From
$1,500
|
| Foundational Oversight | Periodic financial review and advisory support for businesses with established internal bookkeeping systems. | $800 / month |
| CFO Essentials | Structured CFO input for businesses that have outgrown periodic oversight. Includes monthly financial reporting, variance analysis, quarterly forecasting support, one advisory session per month, cash flow monitoring, and email support with 48-hour response. | $1,200 / month |
| Core CFO Engagement | Recurring CFO-level support including monthly reporting, forecasting, KPI tracking, and two structured advisory sessions per month. | $2,000 / month |
| Strategic CFO Partnership | Comprehensive CFO engagement including weekly advisory involvement, advanced financial analysis, and executive-level strategic planning. | $3,500 / month |
Notes:
- All engagements are structured based on business size, complexity, and level of CFO involvement required.
- Advisory services are designed for strategic decision support and do not include day-to-day bookkeeping or accounting execution.
- Project engagements are defined in advance with clear scope, deliverables, and fixed pricing.
- Monthly retainers include recurring financial reporting, analysis, and strategic advisory within the agreed scope — higher tiers include greater depth and frequency of involvement.
- Engagement pricing is confirmed following an initial assessment of financial structure and reporting requirements.
- Advisory Support hourly rates apply to standalone engagements only; retainer clients receive priority scheduling.
Fractional CFO Packages
Legend:
✔ Included
✖ Not Included
Frequently Asked Questions
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No worries. We specialize in catch-up bookkeeping to get your records current and compliant, so you can focus on growing your business.
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Absolutely. Our plans are designed to be flexible—you can upgrade or customize your package anytime to fit your changing needs.
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Yes, payroll support is available.
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We work primarily with QuickBooks Online and Xero but we’re happy to discuss your current setup and recommend the best solution for your business.
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Yes, we offer both personal and business tax preparation services, either bundled with your bookkeeping or as add-ons.
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Simply book a free discovery call, and we’ll assess your needs, recommend a plan, and guide you through onboarding.
Have questions or need a custom package? We’re here to help
Simplify tax season and stay compliant effortlessly.
Keep your business one step ahead with accurate, timely tax preparation