Essential Bookkeeping Package

Best for: Small businesses needing reliable monthly financial organization Price Range: $200–$350/month

• Monthly transaction posting
• Bank & credit card reconciliations
• Accounts payable & receivable summaries
• Basic financial statements (Income Statement & Balance Sheet.
• GST/HST coding accuracys
• Cloud accounting setup (QBO or Sage)
• Email support

Standard Accounting & Bookkeeping Package

Standard Accounting & Bookkeeping Package Everything in Essential, plus:

• Full AP management (invoice intake, approvals, payment scheduling)
• AR management (invoicing, reminders, cash posting)
• Sales tax filing (GST/HST/PST)
• Custom chart of accounts setup
• Monthly management reports & KPIst

Growth Accounting Package

Best for: Businesses expanding operations or requiring deeper financial insight Price Range: $650–$1,100/month (customizable)

• Everything in Standard
• Budgeting & forecasting
• Project/class tracking
• Self‑employment income & business expense categorization.
• Vendor & customer ledger cleanup
• Year-end accountant liaison

Premium Full Cycle Accounting Package

Accurate and compliant filings for incorporated small businesse

• Full-cycle AP & AR
• Payroll processing & source deductions)
• Multi-entity or consolidation support
• Financial analysis & monthly executive briefing
• Year end tax prep package (TB, schedules, support files)
• Unlimited support

✨Add On Services (Optional)

• Payroll processing: $60–$150/month
• GST/HST Return Filing Only: $60–$120)
• Bookkeeping cleanup/catch up: $40–$60/
• CRA audit/review support: $75/hr

One Time or Annual Packages

✨Annual Compliance Bundle – $450–$650

• Year end bookkeeping adjustments
• T1 General + T2125 (if applicable)
• GST/HST annual return
• Year end financial summary for your accountant
• QBO/Sage setup
• Training (1 hour)

Basic T1 Filing-– $50

• Review of 3 slips (T4, T5, T3, T4A, T5007,T2202 etc.)
• Basic tax credits and deductions
• Reporting rental income, capital gains, and investment income
• Secure electronic filing (EFILE)

Standard T1 Filing -$80

• Review of all income slips (T4, T5, T3, T4A, T5007, etc.)
• Claiming all eligible deductions & credits (RRSP, tuition, childcare, medical, etc.)
• Reporting rental income, capital gains, and investment income
• Self‑employment income & business expense categorization.
• Tax optimization to reduce your tax payable
• Secure electronic filing (EFILE)

Self Employed / Sole Proprietor Package -$300

• T1 General + full T2125 – Statement of Business Activities
• Vehicle, home office, CCA depreciation
• GST/HST annual filing (if registered)
• Self‑employment income & business expense categorization.
• Secure electronic filing (EFILE)

Rental Property Package –$350

• Review of all income slips (T4, T5, T3, T4A, T5007, etc.)
• Individuals with 1–3 rental properties
• T1 General + T776 – Statement of Real Estate Rentals
• Income, expenses & capital cost allowance
• Multi-property worksheets
• GST/HST guidance (if applicable)

Investment & Capital Gains Package – $180

• Review of all income slips (T4, T5, T3, T4A, T5007, etc.)
• Reporting for capital gains/losses (T5008, T5, T3)
• Adjusted cost base (ACB) summaries
• Cryptocurrency gains reporting (if provided in spreadsheet)
• Optimization of tax strategies (carry forward losses, etc.)
• Secure electronic filing (EFILE)

Family / Couple Package – $200–$

Best for: Couples and families filing together

• Review of all income slips (T4, T5, T3, T4A, T5007, etc.)
• Claiming all eligible deductions & credits (RRSP, tuition, childcare, medical, etc.)
• Reporting rental income, capital gains, and investment income
• Self‑employment income & business expense categorization.
• Tax optimization to reduce your tax payable
• Secure electronic filing (EFILE)