Our Services
Three services. One consistent standard.
Each service is designed to meet Canadian small businesses at a different stage — from keeping the books current through to long-range financial planning.
Back to HomeHow we approach every engagement
Regardless of which service you use, the same methodology applies. Here's what that looks like in practice.
Initial Conversation
We learn about your business structure, goals, and current financial state before recommending anything.
File Setup
We set up or migrate your accounts, establish document exchange, and assign your dedicated contact.
Ongoing Work
Monthly or annual deliverables are prepared, reviewed internally, and delivered on schedule.
Review & Communication
Significant deliverables are reviewed with you before finalization. Questions are always welcome.
Monthly Bookkeeping & Financial Reporting
A thorough monthly bookkeeping service designed for small business owners who prefer to focus on running their company rather than managing spreadsheets. This service covers transaction categorization, bank and credit card reconciliation, accounts receivable and payable tracking, and the preparation of monthly financial statements.
Each month concludes with a concise written summary highlighting key financial trends and areas worth attention, so you always have a clear picture of where your business stands. Delivered through cloud-based accounting software with a dedicated bookkeeper assigned to your file. Suited for businesses with up to 250 monthly transactions.
What's included
- Transaction categorization and classification
- Bank and credit card reconciliation
- Accounts receivable and payable tracking
- Balance sheet, income statement, cash flow summary
- Monthly written financial summary
- Dedicated bookkeeper assigned to your file
Monthly Fee
CAD 210
Best For
Businesses with up to 250 monthly transactions
Annual Tax Preparation & Filing
A comprehensive year-end tax preparation service tailored for incorporated small businesses and sole proprietors across Canada. The engagement includes gathering and organizing all financial documentation, identifying eligible deductions and credits applicable to your industry, and preparing T2 corporate returns or T1 self-employment schedules.
A pre-filing review meeting is included so you can ask questions and understand every line before submission. The service also covers HST/GST annual returns and any required provincial filings. Designed for business owners who want to feel confident that their filings are accurate and thorough.
Process steps
Document gathering and organization
Deductions and credits review
Return preparation (T2 / T1 / HST/GST)
Pre-filing review meeting with you
Electronic filing directly with CRA
Annual Fee
CAD 485
Best For
Incorporated businesses and sole proprietors
Strategic Tax Planning & Advisory
A forward-looking advisory engagement for small business owners who want to structure their affairs thoughtfully for the years ahead. This service begins with a deep review of your current corporate structure, compensation strategy, and investment approach. From there, a customized multi-year plan is developed.
The plan covers income splitting considerations, incorporation benefits analysis, RRSP and TFSA optimization relative to business income, capital gains planning, and succession or exit strategy groundwork. Includes two in-depth planning sessions per year, a written advisory report, and ongoing email support. Ideal for businesses generating over CAD 150,000 in annual revenue.
What's included
- Corporate structure and compensation review
- RRSP and TFSA optimization planning
- Income splitting and capital gains planning
- Two planning sessions per year
- Written multi-year advisory report
- Ongoing email support between sessions
- Exit and succession strategy groundwork
Annual Fee
CAD 950
Best For
Businesses generating CAD 150K+ annually
Which service is right for you?
Compare what's included in each engagement to find the approach that fits your situation.
| Feature | Monthly Bookkeeping |
Annual Tax Filing |
Strategic Advisory |
|---|---|---|---|
| Monthly transaction recording | |||
| Bank reconciliation | |||
| Monthly financial statements | |||
| T2 / T1 return preparation | |||
| HST/GST annual return | |||
| Pre-filing review meeting | |||
| Multi-year tax planning | |||
| Corporate structure review | |||
| Written advisory report | |||
| Fee | CAD 210/mo | CAD 485/yr | CAD 950/yr |
Bookkeeping suits businesses that need consistent monthly records but manage their own year-end filings.
Tax Filing suits those who want professional preparation at year-end without an ongoing engagement.
Advisory suits growing businesses that want to structure long-term decisions with professional input.
Standards that apply across all services
CRA Compliance
All work is prepared in alignment with current CRA guidelines and federal tax law.
Data Security
Client data is stored on encrypted, Canadian-hosted servers and shared through secure document portals only.
Internal Review
All returns and financial statements are reviewed by a second team member before delivery.
CPA Oversight
Every engagement is overseen by a Chartered Professional Accountant in good standing with CPA Canada.
Deadline Management
We track all CRA filing deadlines and alert clients well in advance — so nothing is missed.
Client Communication
One-business-day response target, with plain-language explanations at every stage.
Not sure which service fits your situation?
Reach out and we'll talk through it — no charge, no pressure, just a straightforward conversation about what would actually be useful.