top of page

Bookkeeping, Accounting and Tax Services

Income and Expense Allocation

Bank Account Reconciliation

Transaction Review

Sales Tax/WorkSafe/EHT Filing

Month-end Reports

Online Support

Monthly Virtual Meeting

T2 Corporate Tax Return

CRA Representation

Payroll Processing

ROE, T4, T4A, T5018 and T5

Compilation Engagement

Budget and Variance Analysis

Tax Planning

T1 Personal Tax Return

Starter

Up to $500K Annual Revenue

CAD

750

/month

Up to 1 hour per month

Advanced

$1M to $2M Annual Revenue

2,550

/month

CAD

Up to 3 hour per month

Up to 9 employees

Growth

$500K to $1M Annual Revenue

1,650

/month

CAD

Up to 2 hour per month

Up to 3 employees

Reviewing the Balance Sheet and Profit & Loss accounts.

Completing GST, PST, WorkSafeBC, and EHT filings to maintain compliance in Canada, as well as utilizing and integrating the Avalara Tax platform for US Sales Tax.

Profit and Loss statement, Balance Sheet, AR aging and AP aging reports, Sales and Revenue report.

Preparing and filing the annual corporate T2 tax return with the Canada Revenue Agency.

Acting as a Level 2 representative with the Canada Revenue Agency on behalf of the business and its owner.

Setting up payroll and managing payroll runs (monthly, semi-monthly, or bi-weekly).

Issuing and filing Record of Employment with Service Canada and T4s, T4As, T5018 and T5 slips with Canada Revenue Agency.

Completing and submitting T1 personal tax returns for business owners.

Recording income and expenses in the accounting system.

Reconciling the bank, credit card, Stripe, and PayPal accounts.

Expert guidance and solutions at your fingertips through email, text message, or built-in site support, ensuring prompt assistance whenever you need it.

Stay connected and informed with regular virtual meetings (Zoom, MS Teams etc.) to discuss your financial matters and ensure your success.

Creating annual budget report and conducting annual variance analysis to pinpoint performance gaps and implement necessary improvements

Assisting business owners in legally reducing their tax liabilities, enabling them to retain more of their earnings and make informed decisions regarding dividends and management fees aligned with their financial goals.

Organizing CPA financial statements from client-provided data without providing any assurance

For revenue levels beyond our standard packages, please contact us for a customized pricing solution.

Additional Services

Compilation Engagement & T2 return

2,350

/year

CAD

T2 Corporate Tax Return

1,450

/year

CAD

GST/PST/WorkSafe/EHT Filings

150

/filing

CAD

ROE, T4, T4A, T5018 and T5 Filing

100

/slip

CAD

Accounting Software Implementation and Integration

150

/hour

CAD

Personal and Sole-proprietor T1 Income Tax Filing

180

/return

CAD

starting

Additional hourly consultation is available

10% Discount will apply on consultancy services for monthly client 

200

/hour

CAD

bottom of page