Take the mystery out of when and what you need your accountant for with our fixed-fee accounting packages.
Monthly payments. No surprises.
With three value-packed fixed fee packages to choose from, we have an accounting package to suit every business.
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CFO
Starting at
$999/mth
Perfect for the small business owner looking for CFO-level support to scale a thriving business without taking on a full-time CFO
Year-end Financial Statements
T2 Corporate Income Tax Return
Tax Planning for Owners
Annual Meeting (1/2 Day)
Payroll or Dividend Reporting
Personal Income Tax Returns
UNLIMITED Support Calls / Emails Throughout the Year
Quarterly Strategic Review Video Call
Semi-Annual Financial Performance & Management Reports
Monthly Business / Project Review Conference Calls
ADVISORY
Starting at
$579/mth
Ideal for the small business owner wanting ongoing business advisory service & advice to help grow their business
Year-end Financial Statements
T2 Corporate Income Tax Return
Tax Planning for Owners
Annual Meeting (2 hours)
Payroll or Dividend Reporting
Personal Income Tax Returns
UNLIMITED Support Calls / Emails Throughout the Year
Mid-Year Strategic Review Video Call
Semi-Annual Financial Performance & Management Reports
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COMPLIANCE
Starting a
$399/mth
Ideal for the small business owner looking for compliance support who requires minimal business advisory services
Year-end Financial Statements
T2 Corporate Income Tax Return
Tax Planning for Owners
Annual Meeting (1 hour)
Payroll or Dividend Reporting
Personal Income Tax Returns
Billable Support Calls / Emails Throughout the Year
* If your financial statements are used for internal use only, a Compilation engagement may be right for you.
** If you send your financial statements to a bank, bonding agent or another external user, you may need a Review engagement.
Optional add-ons:
- QBO accounting software subscription
- Dext Prepare document management software subscription
