Monthly Online Bookkeeping & Accounting Packages
All packages include year-end reporting, software and bookkeeping
Executive
Starting At
$2,000 /Month
Ultimate attention to your business needs including leadership,
strategic planning and analytical services.
- Bookkeeping: 100 or more transactions
- Year-end Financial Statements
- Corporate Tax Return
- Coaching Calls – Monthly
- Unlimited Access (Meetings & E-mails)
Premier
Starting At
$1,250 /Month
Enriched services which focus on the progression of your business and increased financial requirements.
- Bookkeeping: 50-100 transactions
- Year-end Financial Statements
- Corporate Tax Return
- Coaching Calls – Quarterly
- Up to 3 Zoom Calls/Month
Moderate
Starting At
$600 /Month
Enhanced services to accommodate growth and ensure your financial requirements are met.
- Bookkeeping: 20-50 transactions
- Year-end Financial Statements
- Corporate Tax Return
- Coaching Calls – Annual
- Up to 3 E-mail questions/month
Freelancer
Starting At
$400 /Month
Fundamental services designed for smaller businesses that require basic financial support.
- Bookkeeping: Less than 30 transactions
- Corporate Tax Return
Optimize your monthly accounting program by adding specific services
| Services | Executive | Premier | Moderate | Freelancer |
|---|---|---|---|---|
| Personal Taxes (CDN and US) | ||||
| T4A/T5018 Subcontractor Forms | ||||
| T4 Reconciliation and Filing | ||||
| Audit Shield Fee Waiver Service (recommended) | ||||
| WCB Preparation and Filing | ||||
| QuickBooks Online Training and Education | ||||
| Additional Reconciliation Accounts | ||||
| CFO Services – Advanced Reporting, Budgeting and Forecasting |
Annual Accounting Pricing By Service
Our easy-to-understand, transparent annual accounting pricing plans let you choose the service you need, without worrying about additional fee increases or dreaded scope creep.
| Engagement | Price |
|---|---|
| Compilation Engagement | |
| Year-end Corporate Tax Package | Starts at $2,500*/year/company |
| Compilation Financial Statements | Starts at $1,000/year/company |
| Review Engagement | |
| Not-For-Profit | Starts at $10,000/year/entity |
| ASPE | Starts at $15,000/year/company |
| IFRS | Starts at $20,000/year/company |
| Audit Engagement | |
| Not-For-Profit | Starts at $15,000/year/entity |
| ASPE | Starts at $20,000/year/company |
| IFRS | Starts at $25,000/year/company |
| Additional Charges May Apply to the Above Engagements | |
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*Pricing subject to scope and requirements.
* Includes preparation and filing of corporate tax returns, annual GST returns, and T5 slips. Fixed monthly pricing is available.
For corporate year-end work, our pricing assumes that the company’s bookkeeping is completed and correct before we begin. We may charge additional fees based on incomplete or inaccurate bookkeeping depending on the amount of work that is required to bring the company’s books and records to an acceptable standard to facilitate your tax filings.
| Tax Services | Price |
|---|---|
| Canadian Personal Income Tax Return (T1) | Starts at $1,000/single, $1,500/couple |
| Estate Income Tax Return (T3) | Starts at $1,500 |
| Final T1 and T3 | Starts at $2,500 |
| Trust Income Tax Return (T3) | Starts at $1,500/year/entity |
| US Information Return (1120-F and 8833) | Starts at $1,500/year/company |
| Tax Planning | $500/hour |
| Additional Charges May Apply to the Above Tax Services | |
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