Our Packages
Basic Package: Bookkeeping Essentials
Monthly Fee: $350–$550 (based on transaction volume)
- Monthly bookkeeping (reconciliation, categorization, financial statements)
- GST/PST calculation and filing (quarterly)
- Quarterly financial reviews
- Basic tax preparation guidance
Standard Package: Business Operations
Monthly Fee: $650–$950
- Everything in Basic Package
- Payroll processing (bi-weekly/monthly)
- Personal tax returns for business owner
- Basic business advisory (quarterly meetings)
Premium Package: Business Growth
Monthly Fee: $1,200–$1,700
- Everything in Standard Package
- Corporate tax returns
- Comprehensive GST/PST management and planning
- Tax planning (quarterly)
- Regular business advisory sessions (monthly)
- Basic controller services (budget preparation, cash flow forecasting)
Enterprise Package: Complete Financial Management
Monthly Fee: $2,100–$2,800+
- Everything in Premium Package
- Advanced tax planning and strategies (including GST/PST optimization)
- Compilation engagements
- Enhanced controller services (financial analysis, KPI tracking, management reporting)
- CFO advisory services (monthly strategic planning)
- Priority support for sales tax audits or inquiries
Controller Services Add-On
Monthly Fee: $800–$1,200+
- Budget development and monitoring
- Cash flow management and forecasting
- Financial analysis and KPI reporting
- Internal controls assessment
- Management reporting
For clients who need specific controller functions without the full packages