Bookkeeping · Financial Analysis · Tax Filing
Flat-fee plans that keep your books accurate, your taxes filed, and your profits clear.
Canada-wide, 100 % remote.
Our Monthly Bookkeeping Packages & Pricing
What's included:
Free cashflow forecast template
Free Financial insights
Income & expense tracking
Up to 2 bank/credit card reconciliations
Up to 25 transactions per month
Monthly financial reports (P&L, balance sheet, cash flow)
Receipt management (just send them in - we do the rest)
GST/HST tracking and support
Year-end bookkeeping preparation
For individuals with 1-2 T-slips (T4, T5, etc.)
No self-employment or investment income
Includes e-filing, summary, and CRA review
Flat rate for up to 5 employees
Includes:
Payroll setup v Direct deposit
CRA remittances (monthly or quarterly)
T4s, ROEs, and year-end reporting
Support with CRA payroll audits or notices
What's included:
Free cashflow forecast template
Free Financial insights
Income & expense tracking
Up to 3 bank/credit card reconciliations
Up to 50 transactions per month
Monthly financial reports (P&L, balance sheet, cash flow)
Receipt management (just send them in - we do the rest)
GST/HST tracking and support
Year-end bookkeeping preparation
Other services/ Add-ons
Self-employed (sole proprietors, freelancers)
Includes business income/expense home office claims, and GST/HST
Up to 2 income sources and basic investment reporting
Flat rate for up to 10 employees
Includes:
Payroll setup
Direct deposit
CRA remittances (monthly or quarterly)
TAs, ROEs, and year-end reporting
Support with CRA payroll audits or notices
What's included:
Free cashflow forecast template
Free Financial insights
Income & expense tracking
Up to 4 bank/credit card reconciliations
Up to 100 transactions per month
Monthly financial reports (P&L, balance sheet, cash flow)
Receipt management (just send them in - we do the rest)
GST/HST tracking and support
Year-end bookkeeping preparation
For single-entity corporations with clean, up-to-date books
No investments, rental income, or multiple shareholders
Includes preparation, filing, and CRA submission
Includes GIFI schedule and basic tax schedule completion