Take the mystery out of when and what you need your accountant for with our fixed-fee accounting packages. We’ve curated the most common services businesses need and organized them into convenient packages to provide clarity and save you money.
No surprise fees. No guesswork. Easy monthly payments.
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
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