1 person company or startup
1-2 employees with revenues up to $300,000
3 + employees with revenues over $300,000
Monthly Packages Starting From
One-time Setup Fee (data review, set up or migration to cloud accounting system, training)
Required one-time setup fee $500
Required one-time setup fee $700
Required one-time setup fee $900
Type of Service / Scope of work
Annual Tax Return (T1 Sole Proprietor or T2 Corporate)
Annual Information Return for Registered Charities (T3010)
Year End Financial Statements
Accounting Software Subscription Cost
Reconciliation of bank and credit card accounts (up to 3 accounts)
Setup and Modification of Chart of Accounts for Management Needs
Annually/Quarterly/Monthly
Financial Reports for Management
Processing Payroll, issuing T4s annually
Accounts Receivable - invoicing customers, posting payments, reporting
Accounts Payable - posting bills and payments to suppliers, reporting
Budgeting and Forecasting
Financial Statements Periodical Review
Designated as 3rd Party Contact or Accounting Representative
Available to discuss accounting/tax related issues with third parties
On the 1st of each month with credit card on file or e-transfer OPTIONAL: 1 year lump sum prepayment with 5% discount
On the 1st of each month with credit card on file or e-transfer OPTIONAL: 1 year lump sum prepayment with 7.5% discount
On the 1st of each month with credit card on file or e-transfer OPTIONAL: 1 year lump sum prepayment with 10% discount
By the end of the following month
By the 20th of the following month
By the 10th of the following month
24 hour response time (normally sooner)
24 hour response time (normally sooner)
24 hour response time (normally sooner)
Special Projects/Out of Scope Requests
CRA Audit Support/Representation
5 hours per year included, then $175 per hour
10 hours per year included, then $175 per hour
*all prices are subject to HST