Monthly bookkeeping, one fee.
Send us your receipts and bank access. We keep the books, file your GST/HST and payroll, and do the year-end. You get a short report by the 15th of each month.
Three packages.
Prices are per month, before HST. Month to month after the first three months.
Sole proprietor
$185a month
For freelancers and trades who work on their own.
- Bookkeeping, up to 75 transactions a month
- Bank and card reconciliation
- GST/HST returns, quarterly or annual
- Your personal return with business income
- Email answers within one working day
Catch-up on past months quoted separately.
Small corporation
$425a month
For incorporated businesses with a few staff.
- Bookkeeping, up to 200 transactions a month
- GST/HST returns, monthly or quarterly
- Payroll for up to 5 employees, with T4s
- Year-end financial statements and T2 return
- A mid-year call about tax and pay
Owners’ personal returns from $175 each.
Growing team
$790a month
For corporations with more staff and more to plan.
- Bookkeeping, up to 500 transactions a month
- Payroll for up to 15 employees, with T4s
- Year-end statements, T2 and T5 slips
- Instalment and salary-or-dividend planning
- A meeting with a partner every quarter
One owner’s personal return included.
Switching to us.
You can move at any point in the year. Most switches take two to three weeks.
- Intro callWe look at your setup and quote a package and any catch-up work.
- Engagement letterYou read and sign it online through a private link.
- HandoverWe ask your last accountant for the files and set up access to your bank feeds.
- First month closedYour first report arrives by the 15th of the following month.
Owners ask us.
Which bookkeeping software do you use?
QuickBooks Online and Xero. If you use something else, we can usually work with it or help you move.
My books are a year behind. Is that a problem?
No. We quote the catch-up separately, bring the books up to date, then start the monthly package.
Can I switch accountants partway through the year?
Yes. We contact your previous accountant for the files, with your permission, and take over from the last month they closed.
Do you do audits?
No. We prepare compiled financial statements, which is what most small corporations need. If a lender asks for a review or an audit, we refer you to a firm that does them.
Should I incorporate?
Sometimes. It depends on your profit, what you take out to live on and your plans. We go through the numbers with you, usually in a one-hour meeting from $250.
Not sure which fits?
Tell us how many transactions and staff you have. We’ll suggest a package on a free 20-minute call.