From a tax filing to ongoing accounting services

Choose annual tax preparation, a focused accounting project, recurring accounting, or deeper reporting and controller guidance.

Check which service fits Schedule an introductory call

Four ways to get started

Annual tax preparation

Best when: Your accounting is up to date and you want a return or filing prepared.
What you receive: Direct CPA preparation and filing, with questions answered along the way.
As the work changes: Add ongoing accounting when you want the accounting maintained and reviewed during the year.

A focused project

Best when: You want to set up, migrate, catch up, or improve a specific accounting process.
What you receive: Focused help with a specific issue, system, or backlog.
As the work changes: Add quarterly or monthly accounting if the same work begins to recur.

Quarterly accounting

Best when: Activity is lower-volume or periodic and quarterly information informs your decisions.
What you receive: Accounting completed on a regular quarterly schedule.
As the work changes: Move to monthly if activity increases or more frequent reporting would be useful.

Monthly accounting

Best when: You want accounting, reconciliation, reporting, or compliance work completed throughout the year.
What you receive: Current accounting, regular reporting, and one CPA who knows your business.
As the work changes: Add deeper reporting and controller-level advisory as planning and analysis become more important. Take a look at the reporting and controller services.

Services that can grow with your business

Core

From $350 per month

For owners who want accurate monthly accounting, recurring filings kept current, and a reliable view of where the business stands.

Every engagement includes

Monthly accounting, reconciliations, and close
Receipt capture and document processing
Payroll accounting through your payroll platform
Monthly management-use financial reports
GST/HST return preparation and filing
Year-end accounting adjustments and responses to CRA notices related to those filings

Growth

From $900 per month

For businesses looking for stronger reporting, cash-flow visibility, and scheduled monthly discussions of what the numbers show.

Everything in Core, plus

Monthly reporting with key metrics and explanations of significant changes and trends
Cash-flow reporting, including receivables, payables, and working capital
Comparisons with prior periods and existing budgets
Project, job, or client profitability tracking
Monthly financial review call covering results, cash flow, and owner questions
Annual income tax return (T2 corporate or T1 sole-proprietor) preparation and filing

Strategic

Custom pricing

For established businesses that need recurring forecasting, profitability analysis, and controller-level support alongside the monthly accounting and reporting.

Everything in Growth, plus

Oversight of the month-end close, significant accounts, and adjustments
Cash-flow planning, forecasting, and review of payment-control processes
Budget preparation, regular updates, and reporting against actual results
Profitability, pricing, margin, working-capital, and scenario analysis
Recommendations to improve accounting processes, systems, and internal controls
Ongoing controller-level financial review and planning with owners

How the annual return is included

Growth and Strategic include one annual income tax return after twelve paid months. If the return is required sooner, the included amount is prorated from the service start date. This applies to a T2 for a single-province Canadian-controlled private corporation or a T1 with one T2125.