Pricing For Popular Bundled Services

Our pricing packages

Starter Package

Small Business Essentials

Starting from

$199

per month

Growth Package

Incorporated Businesses

Starting from

$499

per month

Premium Package

Advanced Tax Strategy

Starting from

$999

per month

Fractional CFO & Managed Reporting Services

Starting from

$2,499

per month

Custom Advisory

Strategic Consulting

Our Most Popular Bookkeeping and Payroll Packages

Essentials Package

Ideal for:
Freelancers, consultants, and sole proprietors

Monthly Fee Range

$99–$199

per month

Includes:

Cloud-based bookkeeping (QuickBooks Online or Xero)
Monthly bank and credit card reconciliations
Basic financial statements (P&L, Balance Sheet)
GST/HST filing
Email support

Growth Package

Ideal for:
Small businesses with 1–5 employees

Monthly Fee Range

$299–$599

per month

Includes everything in Essentials, plus:

Payroll processing (up to 5 employees)
Quarterly financial reviews
CRA correspondence support
Receipt capture and categorization (e.g., Dext or Hubdoc)
Year-end working paper prep

Professional Package

Ideal for:
Incorporated businesses and growing teams

Monthly Fee Range

$699-$999

per month

Includes everything in Growth, plus:

Monthly management reports with KPIs
Budget vs. actual tracking
Dedicated account manager
Year-end tax package preparation
One annual tax planning session

Executive Package

Ideal for:
Multi-entity businesses or those with complex structures

Monthly Fee Range

$1,099–$1,499

per month

Includes everything in Professional, plus:

Consolidated financial reporting
Intercompany reconciliations
Quarterly tax planning and advisory
CRA audit support
Priority support response times

Fractional Controller Package

Ideal for:
Businesses seeking strategic financial leadership

Monthly Fee Range

$1,599+

per month

Includes everything in Executive, plus:

Monthly Fractional Controller meetings
Cash flow forecasting and scenario planning
Strategic tax structuring (domestic and cross-border)
M&A and reorganization advisory
Custom dashboards and reporting

Fractional CFO & Managed Reporting Services

Starting from

$2,499

per month

Custom Advisory

Strategic Consulting

Starter Package

Small Business Essentials

Starting from

$199

per month

Monthly bookkeeping services
Annual personal and business tax returns
CRA correspondence support
Basic tax planning strategies
Cloud accounting setup with QuickBooks Online

Growth Package

Incorporated Businesses

Starting from

$499

per month

Monthly financial statement preparation
Corporate T2 tax return filing
GST/HST compliance and filings
Payroll support and remittances
Strategic tax planning and optimization
Annual business review with a CPA

Premium Package

Advanced Tax Strategy

Starting from

$999

per month

All features from the Growth Package
Corporate reorganizations and rollovers
Estate and post-mortem tax planning
Cross-border tax structuring and compliance
Mergers & acquisitions tax advisory
Direct access to a senior tax partner

Fractional CFO & Managed Reporting Services

Starting from

$2,499

per month

Monthly or quarterly CFO advisory sessions
Custom KPI dashboards and financial reporting
Budgeting, forecasting, and cash flow management
Strategic planning and scenario modeling
Board and investor reporting packages
Integration with your accounting and ERP systems

Custom Advisory

Strategic Consulting

Personalized tax strategy development
Succession and estate planning
Trust and holding company structuring
International tax compliance and reporting
Cross-border planning for U.S. and global entities
On-demand consulting hours with senior CPAs

Essentials Package

Freelancers, consultants, and sole proprietors

$99–$199

per month

Includes:

Cloud-based bookkeeping (QuickBooks Online or Xero)
Monthly bank and credit card reconciliations
Basic financial statements (P&L, Balance Sheet)
GST/HST filing
Email support

Growth Package

Small businesses with 1–5 employees

$299–$599

per month

Includes everything in Essentials, plus:

Payroll processing (up to 5 employees)
Quarterly financial reviews
CRA correspondence support
Receipt capture and categorization (e.g., Dext or Hubdoc)
Year-end working paper prep

Professional Package

Incorporated businesses and growing teams

$699-$999

per month

Includes everything in Growth, plus:

Monthly management reports with KPIs
Budget vs. actual tracking
Dedicated account manager
Year-end tax package preparation
One annual tax planning session

Executive Package

Multi-entity businesses or those with complex structures

$1,099–$1,499

per month

Includes everything in Professional, plus:

Consolidated financial reporting
Intercompany reconciliations
Quarterly tax planning and advisory
CRA audit support
Priority support response times

Fractional Controller Package

Businesses seeking strategic financial leadership

$1,599+

per month

Includes everything in Executive, plus:

Monthly Fractional Controller meetings
Cash flow forecasting and scenario planning
Strategic tax structuring (domestic and cross-border)
M&A and reorganization advisory
Custom dashboards and reporting

Starter Package

Small Business Essentials

Starting from

$199

per month

Monthly bookkeeping services
Annual personal and business tax returns
CRA correspondence support
Basic tax planning strategies
Cloud accounting setup with QuickBooks Online

Growth Package

Incorporated Businesses

Starting from

$499

per month

Monthly financial statement preparation
Corporate T2 tax return filing
GST/HST compliance and filings
Payroll support and remittances
Strategic tax planning and optimization
Annual business review with a CPA

Premium Package

Advanced Tax Strategy

Starting from

$999

per month

All features from the Growth Package
Corporate reorganizations and rollovers
Estate and post-mortem tax planning
Cross-border tax structuring and compliance
Mergers & acquisitions tax advisory
Direct access to a senior tax partner

Fractional CFO & Managed Reporting Services

Starting from

$2,499

per month

Monthly or quarterly CFO advisory sessions
Custom KPI dashboards and financial reporting
Budgeting, forecasting, and cash flow management
Strategic planning and scenario modeling
Board and investor reporting packages
Integration with your accounting and ERP systems

Custom Advisory

Strategic Consulting

Personalized tax strategy development
Succession and estate planning
Trust and holding company structuring
International tax compliance and reporting
Cross-border planning for U.S. and global entities
On-demand consulting hours with senior CPAs

Essentials Package

Freelancers, consultants, and sole proprietors

$99–$199

per month

Includes:

Cloud-based bookkeeping (QuickBooks Online or Xero)
Monthly bank and credit card reconciliations
Basic financial statements (P&L, Balance Sheet)
GST/HST filing
Email support

Growth Package

Small businesses with 1–5 employees

$299–$599

per month

Includes everything in Essentials, plus:

Payroll processing (up to 5 employees)
Quarterly financial reviews
CRA correspondence support
Receipt capture and categorization (e.g., Dext or Hubdoc)
Year-end working paper prep

Professional Package

Incorporated businesses and growing teams

$699-$999

per month

Includes everything in Growth, plus:

Monthly management reports with KPIs
Budget vs. actual tracking
Dedicated account manager
Year-end tax package preparation
One annual tax planning session

Executive Package

Multi-entity businesses or those with complex structures

$1,099–$1,499

per month

Includes everything in Professional, plus:

Consolidated financial reporting
Intercompany reconciliations
Quarterly tax planning and advisory
CRA audit support
Priority support response times

Fractional Controller Package

Businesses seeking strategic financial leadership

$1,599+

per month

Includes everything in Executive, plus:

Monthly Fractional Controller meetings
Cash flow forecasting and scenario planning
Strategic tax structuring (domestic and cross-border)
M&A and reorganization advisory
Custom dashboards and reporting

Starter
Package

Small Business
Essentials

Starting from

$199

per month

Monthly bookkeeping services
Annual personal and business tax returns
CRA correspondence support
Basic tax planning strategies
Cloud accounting setup with QuickBooks Online

Growth
Package

Incorporated
Businesses

Starting from

$399

per month

Monthly financial statement preparation
Corporate T2 tax return filing
GST/HST compliance and filings
Payroll support and remittances
Strategic tax planning and optimization
Annual business review with a CPA

Premium
Package

Advanced Tax
Strategy

Starting from

$999

per month

All features from the Growth Package
Corporate reorganizations and rollovers
Estate and post-mortem tax planning
Cross-border tax structuring and compliance
Mergers & acquisitions tax advisory
Direct access to a senior tax partner

Fractional CFO & Managed Reporting

Executive Financial
Leadership

Starting from

$2,499

per month

Monthly or quarterly CFO advisory sessions
Custom KPI dashboards and financial reporting
Budgeting, forecasting, and cash flow management
Strategic planning and scenario modeling
Board and investor reporting packages
Integration with your accounting and ERP systems

Custom
Advisory

Strategic
Consulting

Personalized tax strategy development
Succession and estate planning
Trust and holding company structuring
International tax compliance and reporting
Cross-border planning for U.S. and global entities
On-demand consulting hours with senior CPAs

Essentials
Package

Freelancers, consultants, and sole proprietors

$99–$199

per month

Includes:

Cloud-based bookkeeping (QuickBooks Online or Xero)
Monthly bank and credit card reconciliations
Basic financial statements (P&L, Balance Sheet)
GST/HST filing
Email support

Growth
Package

Small businesses with 1–5 employees

$299–$599

per month

Includes everything in Essentials, plus:

Payroll processing (up to 5 employees)
Quarterly financial reviews
CRA correspondence support
Receipt capture and categorization (e.g., Dext or Hubdoc)
Year-end working paper prep

Professional
Package

Incorporated businesses and growing teams

$699-$999

per month

Includes everything in Growth, plus:

Monthly management reports with KPIs
Budget vs. actual tracking
Dedicated account manager
Year-end tax package preparation
One annual tax planning session

Executive
Package

Multi-entity businesses or those with complex structures

$1,099–$1,499

per month

Includes everything in Professional, plus:

Consolidated financial reporting
Intercompany reconciliations
Quarterly tax planning and advisory
CRA audit support
Priority support response times

Fractional Controller Package

Businesses seeking strategic financial leadership

$1,599+

per month

Includes everything in Executive, plus:

Monthly Fractional Controller meetings
Cash flow forecasting and scenario planning
Strategic tax structuring (domestic and cross-border)
M&A and reorganization advisory
Custom dashboards and reporting