Accounting Packages

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.



Accounts

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Domains

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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

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* 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