Our Plans
View available plans designed to help you and your business succeed
- Requirements:
- What's included:
- Bookkeeping
- Corporate tax return (T2) and financial statements (compilation)
- CPA review meeting
- CRA Filings: Sales Taxes and Annual slip filing (T5, T5018)
- CPA Engagement
- Advisory and consultation
- Accounting software
- Budgeting/forecasting, planning and analysis
- Pricing
- Optional Items:
- Pay works Payroll (includes T4 Filing)
- T4 Filing for self administered payroll
- *Monthly payments are based on a 12-month commitment period.
Base Plan
Accountant
- Requirements:Assist with compliance and statutory reporting
- What's included:
- BookkeepingAnnual / Quarterly
- Corporate tax return (T2) and financial statements (compilation)Y
- CPA review meetingY
- CRA Filings: Sales Taxes and Annual slip filing (T5, T5018)Y
- CPA EngagementLow
- Advisory and consultationAdditional Hourly Fees
- Accounting softwareSpreadsheet
- Budgeting/forecasting, planning and analysisAdditional Hourly Fees
- PricingStarting at $500 monthly
Start-up Plan
Controller
- Requirements:Assist with operations, compliance and internal reporting
- What's included:
- BookkeepingMonthly / Quarterly / Annually
- Corporate tax return (T2) and financial statements (compilation)Y
- CPA review meetingY
- CRA Filings: Sales Taxes and Annual slip filing (T5, T5018)Y
- CPA EngagementMedium
- Advisory and consultationAdditional Hourly Fees
- Accounting softwareQuickBooks Online Included
- Budgeting/forecasting, planning and analysisAdditional Hourly Fees
- PricingStarting at $1,200 monthly
Growth Plan
CFO
- Requirements:Target setting, KPI development, budget to actual analysis, hard monthly financial close;
- What's included:
- BookkeepingMonthly or Quarterly
- Corporate tax return (T2) and financial statements (compilation)Y
- CPA review meetingY
- CRA Filings: Sales Taxes and Annual slip filing (T5, T5018)Y
- CPA EngagementHigh
- Advisory and consultationIncluded
- Accounting softwareQuickBooks Online Included
- Budgeting/forecasting, planning and analysisIncluded
- PricingStarting at $2,000 monthly