Your books, payroll, and taxes.
All handled.
A real accountant on your side,
and a clear view of your numbers, always.
What's included
Everything on one monthly package.
Bookkeeping
Maintenance of your accounting records in QuickBooks Online, Sage, or Xero: transaction recording and categorization, bank and credit card reconciliations, and upkeep of the chart of accounts.
Payroll processing
Calculation and processing of employee pay, statutory deductions, and employer contributions, with payroll summaries provided and your approval obtained where required.
Payroll filings and remittances
Preparation and submission of payroll source deduction remittances and recurring filings, plus year-end T4 slips and T4 summaries, with timely notice of amounts and due dates.
Sales tax reporting and filing
GST, PST, and HST: tracking of sales taxes collected and paid, preparation and filing of returns, and clear communication of balances owing and filing deadlines.
Personal income tax (T1)
Preparation and electronic filing of T1 personal income tax returns, based on the information and documents you provide.
CFO Insights
Your numbers on one screen: cash, margin, and where the business stands, so the books are something you can actually read.
Pricing
One monthly price. Everything above included.
$758CAD + tax / month
Plus a separate one-time
$1,897 CAD + tax setup fee.
Billing starts from day one.
How We Do It
From first conversation to your first month.
Billing works differently here: a one-time setup fee, then the monthly fee, starting from day one.
Talk to us
We start with a conversation. You tell us about your business and where it hurts today, and we listen for the pain points behind the first ask.
Sign the agreement
We put the scope, the one-time setup fee, and the monthly fee in writing. Billing starts here, because your accountant starts working for you on day one.
Discovery
We learn your books, your tools, and your filing calendar, and talk to the people on your team who touch the numbers, so nothing is guesswork.
Setup
One-time setup connects your accounting software, payroll, and CFO Insights.
Ongoing service
Your accountant keeps the books, payroll, and filings current, month after month.
Add-on
Books clean-up
for prior years
$2,587 CAD + tax, one time
A bookkeeping-level review of your records to identify unusual items, unreconciled balances, and unsupported entries, with adjustments made or recommended as needed to prepare your books for year-end reporting or handover to your external accountant.
This is not an audit, review engagement, or other assurance service.
Let's talk about
your business.
30 minutes, no pitch. Tell us what is slowing you down, and we will show you what your business looks like running on its own system.