Pricing
PACKAGES DESIGNED FOR YOUR SUCCESS.
Wherever you are on your Entrepreneur’s Roadmap, we’ve got your finances covered. Your company could have some unique features that could affect the pricing, but the majority of our clients fit into our outlined pricing.
We are a technology first Accounting Firm which is why all of our Corporate Packages include a Free Quickbooks Online Subscription. Advanced technology will help you save time so you can do what you do best… Run Your Business!
*Please note, this is our basic pricing structure, but prices may vary depending on unique characteristics about your buisness.
Corporate Packages
Corporate Packages
Compare our plans and choose the right level of financial support for your business.
| Packages | ||||
|---|---|---|---|---|
| Services | Lite | Growth | Scale | Scale + |
Revenue Under $1M | Revenue Over $1M | |||
Early in the business, and just need guidance on how to best do things. The upkeep of books and reconciliations will be done by you. | The business is gaining traction, and you want to ensure that as things grow, the business is on top of the financial health of the books and you require a bit more assistance. | The business is at a stage where there is a well established process, and the owner/managers need timely/accurate data to ensure they are making the best decisions for the business. | The business has complex, high-volume operations and the owner/managers want a dedicated senior CPA proactively managing financial strategy, forecasting, and cash flow — not just reporting on what already happened. | |
| Monthly Cost | $215/month | $425/month | $715/month | $995/month |
| Filings/Compensation Planning | ||||
| Corporation Return Included | ✓ | ✓ | ✓ | ✓ |
| Personal Tax Return Included | ✓ | ✓ | ✓ | ✓ |
| Year Round Support from a Qualified CPA | ✓ | ✓ | ✓ | ✓ |
| Compensation Planning (Salary vs. Dividend Analysis) | ✓ | ✓ | ✓ | ✓ |
| HST/GST Returns | ✓ | ✓ | ✓ | ✓ |
| Quarterly Tax Projections | − | ✓ | ✓ | ✓ |
| Monthly Tax Projections | − | − | ✓ | ✓ |
| Bookkeeping | ||||
| Yearly Financial Reconciliation | ✓ | ✓ | ✓ | ✓ |
| Quarterly Bookkeeping & Financial Statements | − | ✓ | ✓ | ✓ |
| Monthly Bookkeeping & Financial Statements | − | − | ✓ | ✓ |
| Corporate Investment Reconciliation/Planning | $700 | $700 | ✓ | ✓ |
| Payroll | ||||
| Payroll Support | − | ✓ | ✓ | ✓ |
| Full Payroll Processing | − | − | − | ✓ |
| Financial Health Check-Up Calls | ||||
| Call to Review Financials, and discuss future upcoming business items | Yearly | Every 6 Months | Every Quarter | Every Quarter |
| Audit Support | ||||
| Audit Support Hours | 1 Hour | 5 Hours | 10 Hours | 20 Hours |
| Technology | ||||
| QuickBooks Online Package Discount | 50% Off | 50% Off | 50% Off | 50% Off |
| Choose Lite | Choose Growth | Choose Scale | Choose Scale + | |
Lite
Revenue Under $1M
Early in the business, and just need guidance on how to best do things. The upkeep of books and reconciliations will be done by you.
Filings/Compensation Planning
Bookkeeping
Payroll
Financial Health Check-Up Calls
Audit Support
Technology
Growth
Revenue Under $1M
The business is gaining traction, and you want to ensure that as things grow, the business is on top of the financial health of the books and you require a bit more assistance.
Filings/Compensation Planning
Bookkeeping
Payroll
Financial Health Check-Up Calls
Audit Support
Technology
Scale
Revenue Under $1M
The business is at a stage where there is a well established process, and the owner/managers need timely/accurate data to ensure they are making the best decisions for the business.
Filings/Compensation Planning
Bookkeeping
Payroll
Financial Health Check-Up Calls
Audit Support
Technology
Scale +
Revenue Over $1M
The business has complex, high-volume operations and the owner/managers want a dedicated senior CPA proactively managing financial strategy, forecasting, and cash flow — not just reporting on what already happened.
Filings/Compensation Planning
Bookkeeping
Payroll
Financial Health Check-Up Calls
Audit Support
Technology
Sole Proprietor Packages
Sole Proprietor
- Business/Personal Tax Return Included
- Year Round Support/Advice from a Qualified CPA
- HST/GST Return Filing
CONCEPT
If you’re still figuring things out, then we talk about it. We offer consultations as a great way to start and have your business on the right foot. We can properly assess, analyze and go over any bookkeeping, accounting, software and tax inquiries.
LAUNCH
Immediately from the start, you’ll have to be sure that your business is compliant. Our launch process will establish both your accounting and finances together. We’ll continue to train you and be there for you when you are ready to incorporate.
FOCUS
Specifically designed to be goal-oriented, we set you up with our effective bookkeeping and accounting system. Training you on how to manage and hands-on do it yourself. Our service would include tax filing and consultations to any questions you may have.
FOUNDATION
Our service would now be more hands-on and will manually do the bookkeeping process for you and your business. We’ll create a report for you every month to help you keep track of your progress and know what stage you’re at with your goals. We’ll still be here to help with your tax filing and inquiries and personally be there every step of the way to understand your business’s goals.
SCALE
Once you begin to expand and scale your business, we’ll be there with you all throughout the process. Our service will move your bookkeeping weekly, thus allowing you to keep track of your finances while you continue to grow your brand.
THRIVE
We provide you an option to build a customized package suitable for your needs to continue to gain momentum towards success. Our team will be there to earn your trust and provide you with up-to-date and accurate information about your business.
WE WORK WITH BUSINESSES ACROSS CANADA
Reach out! We’ll help where we can, provide free
resources and point you in the right direction.