Tax, Accounting & Bookkeeping in One Monthly Plan
CPA-led tax, accounting, bookkeeping, payroll and HST/GST support—combined in one manageable monthly plan for incorporated businesses earning under $300,000 per year.
One monthly fee. Year-round financial support.
Each package combines ongoing bookkeeping and accounting with payroll, HST/GST filing and annual corporate tax preparation. Final pricing is confirmed after we review your records, accounts and payroll requirements.
Essential
Under $70K annual revenue
- Monthly bookkeeping
- Account reconciliation
- Payroll processing
- HST/GST preparation and filing
- Internal financial reports
- Annual T2 corporate tax return
Foundation
Under $150K annual revenue
- Monthly bookkeeping
- Bank and card reconciliations
- Payroll processing
- HST/GST preparation and filing
- Internal financial reports
- Annual T2 corporate tax return
Growth
Under $200K annual revenue
- Monthly bookkeeping
- Bank and card reconciliations
- Payroll processing
- HST/GST preparation and filing
- Internal financial reports
- Year-end preparation and T2 return
Established
Under $300K annual revenue
- Monthly bookkeeping
- Multiple account reconciliations
- Payroll processing
- HST/GST preparation and filing
- Internal financial reports
- Year-end preparation and T2 return
Prices are monthly and subject to HST. Transaction, account, employee and complexity limits apply. A 12-month engagement and automatic monthly payments are required.
What your monthly plan includes
- Monthly bookkeeping and transaction categorization
- Digital receipt and document organization
- Bank and credit-card reconciliations
- Internal financial reports
- HST/GST preparation and filing
- Payroll within your plan’s employee limit
- Source-deduction calculations and remittance support
- Annual T4 and T4 Summary preparation
- Year-end accounting preparation
- Annual T2 corporate tax return
- CPA-led support throughout the year
What is not included
- Personal income-tax returns
- Historical cleanup or catch-up work
- QuickBooks and payroll-software subscriptions
- CRA audits, objections or extensive review requests
- Amended or overdue returns
- Complex reorganizations, trusts or special elections
- Inventory, multi-currency or complex job costing
- Additional entities or locations
- Formal compilation engagements
- Work beyond agreed transaction and employee limits
A straightforward path to organized finances
Free consultation
We learn about your company, transaction volume, payroll and filing requirements.
Plan review
We review your records and confirm the package and scope that fit your business.
Year-round support
We establish a reliable process for bookkeeping, payroll, reporting, HST/GST and corporate tax.
Before you choose a plan
Who are these bundled plans designed for?
These plans are designed for incorporated businesses with annual gross revenue below $300,000 that want their tax, accounting, bookkeeping, payroll and HST/GST requirements coordinated through one firm.
Is HST/GST filing included?
Yes. Preparation and filing are included based on your assigned annual or quarterly filing frequency. Overdue, amended or unusually complex returns may require additional fees.
Is payroll included?
Yes. Regular payroll processing is included up to the employee limit stated in your plan. Extra employees, off-cycle runs, corrections, frequent employee changes and complex payroll requirements may be priced separately.
Is the annual corporate tax return included?
Yes. One annual T2 corporate income-tax return for the corporation covered by the engagement is included, provided the monthly records are complete and the return does not involve complex schedules or transactions.
What happens if my business grows beyond the limits?
We will review your activity and recommend an updated package. You will receive notice before any pricing change.
Are previous months or years included?
No. Cleanup, catch-up bookkeeping and returns for periods before the engagement began are reviewed and quoted separately.
Bring your bookkeeping, payroll and taxes together
Tell us about your corporation, current records and payroll needs. We will review your requirements and recommend the appropriate bundled plan.
Book Your Free Consultation →Call 905-598-6110