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 their finances — without lifting a finger
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.
Bookkeeping Packages for Businesses
| Features | Bookkeeping Starter$250 / month | Bookkeeping Growing$450 / month | Bookkeeping Established$650 / month |
|---|---|---|---|
| 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 |
Onboarding: ✔
Bookkeeping: Monthly
No. of Transactions: up to 75
Reconciliations: ✔
Reports: Monthly
Sales Tax: ✔
Support: Email/Call/Text
SparkReceipt: ✔
QuickBooks: Discounted
Onboarding: ✔
Bookkeeping: Monthly
No. of Transactions: up to 150
Reconciliations: ✔
Reports: Monthly
Sales Tax: ✔
Support: Email/Call/Text
SparkReceipt: ✔
QuickBooks: Discounted
Onboarding: ✔
Bookkeeping: Monthly
No. of Transactions: up to 250
Reconciliations: ✔
Reports: Monthly
Sales Tax: ✔
Support: Email/Call/Text
SparkReceipt: ✔
QuickBooks: Discounted
- 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.
Corporate Tax Packages
| Features | Starter $300 / year |
Essential $600 / year |
Established $950 / year |
|---|---|---|---|
| T2 Corporate Tax Return | Nil Return | Incorporated Professionals | Active Business |
| GIFI + Schedules Preparation | ✔ | ✔ | ✔ |
T2 Return: Nil Return
GIFI + Schedules: ✔
T2 Return: Incorporated Professionals
GIFI + Schedules: ✔
T2 Return: Active Business
GIFI + Schedules: ✔
- 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.
Personal Tax Packages
| Features | Starter $100 / year |
Essential $300 / year |
|---|---|---|
| T1 Personal Tax Return | ✔ | ✔ |
| Employment Income | ✔ | ✖ |
| Sole Proprietorship | ✖ | ✔ |
T1 Personal Tax Return: ✔
Employment Income: ✔
Sole Proprietorship: ✖
T1 Personal Tax Return: ✔
Employment Income: ✖
Sole Proprietorship: ✔
- 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.
Payroll Processing Packages for Businesses
| Features | Starter $150 / month |
Essential $240 / month |
Growth $450 / month |
|---|---|---|---|
| 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 | ✔ | ✔ | ✔ |
Employees: Up to 3
Software: ✔
Payroll Setup: ✔
Direct Deposit: ✔
CRA Remittances: ✔
WSIB / EHT: ✔
ROE: ✔
T4s: ✔
Employees: Up to 6
Software: ✔
Payroll Setup: ✔
Direct Deposit: ✔
CRA Remittances: ✔
WSIB / EHT: ✔
ROE: ✔
T4s: ✔
Employees: Up to 15
Software: ✔
Payroll Setup: ✔
Direct Deposit: ✔
CRA Remittances: ✔
WSIB / EHT: ✔
ROE: ✔
T4s: ✔
- 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.
Fractional CFO Packages
| 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. | From $1,500 per engagement |
| 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 |
Scope: On-demand CFO advisory for strategic or financial decisions
Investment: Virtual $150/hr | In-Person $250/hr
Scope: Forecasting, budgeting, financial modelling, capital planning
Investment: From $1,500 per engagement
Scope: Periodic review and advisory for established bookkeeping systems
Investment: $800 / month
Scope: Monthly reporting, variance analysis, quarterly forecasting, one advisory session, cash flow monitoring
Investment: $1,200 / month
Scope: Monthly reporting, forecasting, KPI tracking, two advisory sessions
Investment: $2,000 / month
Scope: Weekly involvement, advanced analysis, executive-level planning
Investment: $3,500 / month
- 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.
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.