Professional Accounting Solutions
Find the right solution that fits your business needs!
per
| FEATURES | LITE | BASICMost Popular | PRO | CUSTOM |
Bookkeeping Services: |
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| App Setup + Training We will custom tailor the chart of accounts, automate your financials, and set you up with informative reports to help you know how your business is performing. Learn how to use business tools like how to get paid, pay your bills, and know where the money flows. | ||||
| Bookkeeping Focus on running your business by letting Our team of bookkeepers, staff accountants, and CPAs will rid you of this burden and have your bookkeeping running like clockwork behind the scenes. Stay organized with our turnkey solution to avoid the nightmare of keeping on top of your paper records with our mobile and desktop tools (like Dext or Hubdoc) and using our business processes. | ||||
| Financial Statement Preparation Know how your business is doing by ensuring you’ve got accurate information at your fingertips at the right time as we’ll send you reconciled & balanced financial statements prepared by our team and reviewed by a CPA. | QUARTERLY | MONTHLY | MONTHLY | |
| Coaching + Realignment Sessions We’re more than just accountants as we help our clients grow by being that trusted resource to help you navigate through the challenges and keep you on the right path while on your entrepreneurial journey through our coaching & realignment sessions. | – | QUARTERLY | MONTHLY | |
| Strategy + Tax Planning “If You Fail to Plan, You Are Planning to Fail.” We know the value to a good plan and developing a strategy for accounting and taxes is critical throughout the year as it’s your job to ensure your business has enough resources to survive, and with our help, thrive. | – | ANNUALLY | QUARTERLY | |
Optional services:
|
||||
| Payroll Filing Package (Salary, Dividends, Contractors) * Looking for an easy way to pay your staff? Let our team manage your payroll so you don’t have to worry getting your staff paid, filing the monthly and year-end returns, or calculating your source deductions. | AVAILABLE | AVAILABLE | AVAILABLE | AVAILABLE |
| Year-End Tax Filing Package** | ||||
| Corporate Tax Need help filing your corporate taxes? Let our team prepare your corporate tax returns so you don’t have to worry about compliance, late filings, or complicated tax schedules. | ANNUALLY | ANNUALLY | ANNUALLY | AVAILABLE |
| Sales Tax Need help filing your sales taxes? Let our team prepare your sales tax returns so you don’t have to worry about input tax credits, jurisdictional GST/HST collection rules, or filing deadlines. | As required. | As required. | As required. | AVAILABLE |
Apps:
|
||||
| Xero Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. Xero saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. Find out more by visiting https://www.xero.com/ca/ | ||||
| Hubdoc Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Hubdoc is the solution for you. Find out more by visiting https://www.hubdoc.com/ | ||||
| or | ||||
| QuickBooks Online QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. | ||||
| Dext Transform your productivity by extracting info from receipts & invoices. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Dext is the solution for you. Find out more by visiting https://dext.com/ca | ||||
| WhatsApp Group | – | AVAILABLE | ||
Professional Support:
|
||||
| Account Manager Do you need support and guidance while venturing on your entrepreneurial journey? We will provide you with your own Account Manager who will work closely with you to ensure that you have the tools, guidance, and support to help you succeed. | UNLIMITED | UNLIMITED | UNLIMITED | AVAILABLE |
| Chartered Professional Accountant (CPA) Support Do you worry about taxes, care about compliance, and require financial accuracy? Our CPAs will help you ease your tax worries, ensure that your business meets Canada Revenue Agency standards, and ensure your financial statements meet relevant accounting principles. | – | QUARTERLY | UNLIMITED | AVAILABLE |
| Priority Video Chat Support Our team is well equipped to serve you virtually through our priority video chat support when you need it the most. | AVAILABLE | QUARTERLY | MONTHLY | AVAILABLE |
| Get Started | Get Started | Get Started | Get a Quote! | |
Starting at (per month): |
$299 |
$499 |
$699 |
Get a Quote! |
LITE
| FEATURES | LITE |
Bookkeeping Services: |
|
| App Setup + Training We will custom tailor the chart of accounts, automate your financials, and set you up with informative reports to help you know how your business is performing. Learn how to use business tools like how to get paid, pay your bills, and know where the money flows. | |
| Bookkeeping Focus on running your business by letting Our team of bookkeepers, staff accountants, and CPAs will rid you of this burden and have your bookkeeping running like clockwork behind the scenes. Stay organized with our turnkey solution to avoid the nightmare of keeping on top of your paper records with our mobile and desktop tools (like Dext or Hubdoc) and using our business processes. | |
| Financial Statement Preparation Know how your business is doing by ensuring you’ve got accurate information at your fingertips at the right time as we’ll send you reconciled & balanced financial statements prepared by our team and reviewed by a CPA. | QUARTERLY |
| Coaching + Realignment Sessions We’re more than just accountants as we help our clients grow by being that trusted resource to help you navigate through the challenges and keep you on the right path while on your entrepreneurial journey through our coaching & realignment sessions. | – |
| Strategy + Tax Planning “If You Fail to Plan, You Are Planning to Fail.” We know the value to a good plan and developing a strategy for accounting and taxes is critical throughout the year as it’s your job to ensure your business has enough resources to survive, and with our help, thrive. | – |
Optional services:
|
|
| Payroll Filing Package (Salary, Dividends, Contractors) * Looking for an easy way to pay your staff? Let our team manage your payroll so you don’t have to worry getting your staff paid, filing the monthly and year-end returns, or calculating your source deductions. | AVAILABLE |
| Year-End Tax Filing Package** | |
| Corporate Tax Need help filing your corporate taxes? Let our team prepare your corporate tax returns so you don’t have to worry about compliance, late filings, or complicated tax schedules. | ANNUALLY |
| Sales Tax Need help filing your sales taxes? Let our team prepare your sales tax returns so you don’t have to worry about input tax credits, jurisdictional GST/HST collection rules, or filing deadlines. | As required. |
Apps:
|
|
| Xero Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. Xero saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. Find out more by visiting https://www.xero.com/ca/ | |
| Hubdoc Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Hubdoc is the solution for you. Find out more by visiting https://www.hubdoc.com/ | |
| or | |
| QuickBooks Online QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. | |
| Dext Transform your productivity by extracting info from receipts & invoices. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Dext is the solution for you. Find out more by visiting https://dext.com/ca | |
| WhatsApp Group | – |
Professional Support:
|
|
| Account Manager Do you need support and guidance while venturing on your entrepreneurial journey? We will provide you with your own Account Manager who will work closely with you to ensure that you have the tools, guidance, and support to help you succeed. | UNLIMITED |
| Chartered Professional Accountant (CPA) Support Do you worry about taxes, care about compliance, and require financial accuracy? Our CPAs will help you ease your tax worries, ensure that your business meets Canada Revenue Agency standards, and ensure your financial statements meet relevant accounting principles. | – |
| Priority Video Chat Support Our team is well equipped to serve you virtually through our priority video chat support when you need it the most. | AVAILABLE |
| Get Started | |
Starting at (per month): |
$299 |
BASIC [Most Popular]
Most Popular
| FEATURES | BASIC |
Bookkeeping Services: |
|
| App Setup + Training We will custom tailor the chart of accounts, automate your financials, and set you up with informative reports to help you know how your business is performing. Learn how to use business tools like how to get paid, pay your bills, and know where the money flows. | |
| Bookkeeping Focus on running your business by letting Our team of bookkeepers, staff accountants, and CPAs will rid you of this burden and have your bookkeeping running like clockwork behind the scenes. Stay organized with our turnkey solution to avoid the nightmare of keeping on top of your paper records with our mobile and desktop tools (like Dext or Hubdoc) and using our business processes. | |
| Financial Statement Preparation Know how your business is doing by ensuring you’ve got accurate information at your fingertips at the right time as we’ll send you reconciled & balanced financial statements prepared by our team and reviewed by a CPA. | MONTHLY |
| Coaching + Realignment Sessions We’re more than just accountants as we help our clients grow by being that trusted resource to help you navigate through the challenges and keep you on the right path while on your entrepreneurial journey through our coaching & realignment sessions. | QUARTERLY |
| Strategy + Tax Planning “If You Fail to Plan, You Are Planning to Fail.” We know the value to a good plan and developing a strategy for accounting and taxes is critical throughout the year as it’s your job to ensure your business has enough resources to survive, and with our help, thrive. | ANNUALLY |
Optional services:
|
|
| Payroll Filing Package (Salary, Dividends, Contractors) * Looking for an easy way to pay your staff? Let our team manage your payroll so you don’t have to worry getting your staff paid, filing the monthly and year-end returns, or calculating your source deductions. | AVAILABLE |
| Year-End Tax Filing Package** | |
| Corporate Tax Need help filing your corporate taxes? Let our team prepare your corporate tax returns so you don’t have to worry about compliance, late filings, or complicated tax schedules. | ANNUALLY |
| Sales Tax Need help filing your sales taxes? Let our team prepare your sales tax returns so you don’t have to worry about input tax credits, jurisdictional GST/HST collection rules, or filing deadlines. | As required. |
Apps:
|
|
| Xero Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. Xero saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. Find out more by visiting https://www.xero.com/ca/ | |
| Hubdoc Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Hubdoc is the solution for you. Find out more by visiting https://www.hubdoc.com/ | |
| or | |
| QuickBooks Online QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. | |
| Dext Transform your productivity by extracting info from receipts & invoices. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Dext is the solution for you. Find out more by visiting https://dext.com/ca | |
| WhatsApp Group | |
Professional Support:
|
|
| Account Manager Do you need support and guidance while venturing on your entrepreneurial journey? We will provide you with your own Account Manager who will work closely with you to ensure that you have the tools, guidance, and support to help you succeed. | UNLIMITED |
| Chartered Professional Accountant (CPA) Support Do you worry about taxes, care about compliance, and require financial accuracy? Our CPAs will help you ease your tax worries, ensure that your business meets Canada Revenue Agency standards, and ensure your financial statements meet relevant accounting principles. | QUARTERLY |
| Priority Video Chat Support Our team is well equipped to serve you virtually through our priority video chat support when you need it the most. | QUARTERLY |
| Get Started | |
Starting at (per month): |
$499 |
PRO
| FEATURES | PRO |
Bookkeeping Services: |
|
| App Setup + Training We will custom tailor the chart of accounts, automate your financials, and set you up with informative reports to help you know how your business is performing. Learn how to use business tools like how to get paid, pay your bills, and know where the money flows. | |
| Bookkeeping Focus on running your business by letting Our team of bookkeepers, staff accountants, and CPAs will rid you of this burden and have your bookkeeping running like clockwork behind the scenes. Stay organized with our turnkey solution to avoid the nightmare of keeping on top of your paper records with our mobile and desktop tools (like Dext or Hubdoc) and using our business processes. | |
| Financial Statement Preparation Know how your business is doing by ensuring you’ve got accurate information at your fingertips at the right time as we’ll send you reconciled & balanced financial statements prepared by our team and reviewed by a CPA. | MONTHLY |
| Coaching + Realignment Sessions We’re more than just accountants as we help our clients grow by being that trusted resource to help you navigate through the challenges and keep you on the right path while on your entrepreneurial journey through our coaching & realignment sessions. | MONTHLY |
| Strategy + Tax Planning “If You Fail to Plan, You Are Planning to Fail.” We know the value to a good plan and developing a strategy for accounting and taxes is critical throughout the year as it’s your job to ensure your business has enough resources to survive, and with our help, thrive. | QUARTERLY |
Optional services:
|
|
| Payroll Filing Package (Salary, Dividends, Contractors) * Looking for an easy way to pay your staff? Let our team manage your payroll so you don’t have to worry getting your staff paid, filing the monthly and year-end returns, or calculating your source deductions. | AVAILABLE |
| Year-End Tax Filing Package** | |
| Corporate Tax Need help filing your corporate taxes? Let our team prepare your corporate tax returns so you don’t have to worry about compliance, late filings, or complicated tax schedules. | ANNUALLY |
| Sales Tax Need help filing your sales taxes? Let our team prepare your sales tax returns so you don’t have to worry about input tax credits, jurisdictional GST/HST collection rules, or filing deadlines. | As required. |
Apps:
|
|
| Xero Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. Xero saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. Find out more by visiting https://www.xero.com/ca/ | |
| Hubdoc Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Hubdoc is the solution for you. Find out more by visiting https://www.hubdoc.com/ | |
| or | |
| QuickBooks Online QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. | |
| Dext Transform your productivity by extracting info from receipts & invoices. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Dext is the solution for you. Find out more by visiting https://dext.com/ca | |
| WhatsApp Group | |
Professional Support:
|
|
| Account Manager Do you need support and guidance while venturing on your entrepreneurial journey? We will provide you with your own Account Manager who will work closely with you to ensure that you have the tools, guidance, and support to help you succeed. | UNLIMITED |
| Chartered Professional Accountant (CPA) Support Do you worry about taxes, care about compliance, and require financial accuracy? Our CPAs will help you ease your tax worries, ensure that your business meets Canada Revenue Agency standards, and ensure your financial statements meet relevant accounting principles. | UNLIMITED |
| Priority Video Chat Support Our team is well equipped to serve you virtually through our priority video chat support when you need it the most. | MONTHLY |
| Get Started | |
Starting at (per month): |
$699 |
CUSTOM
| FEATURES | CUSTOM |
Bookkeeping Services: |
|
| App Setup + Training We will custom tailor the chart of accounts, automate your financials, and set you up with informative reports to help you know how your business is performing. Learn how to use business tools like how to get paid, pay your bills, and know where the money flows. | |
| Bookkeeping Focus on running your business by letting Our team of bookkeepers, staff accountants, and CPAs will rid you of this burden and have your bookkeeping running like clockwork behind the scenes. Stay organized with our turnkey solution to avoid the nightmare of keeping on top of your paper records with our mobile and desktop tools (like Dext or Hubdoc) and using our business processes. | |
| Financial Statement Preparation Know how your business is doing by ensuring you’ve got accurate information at your fingertips at the right time as we’ll send you reconciled & balanced financial statements prepared by our team and reviewed by a CPA. | |
| Coaching + Realignment Sessions We’re more than just accountants as we help our clients grow by being that trusted resource to help you navigate through the challenges and keep you on the right path while on your entrepreneurial journey through our coaching & realignment sessions. | |
| Strategy + Tax Planning “If You Fail to Plan, You Are Planning to Fail.” We know the value to a good plan and developing a strategy for accounting and taxes is critical throughout the year as it’s your job to ensure your business has enough resources to survive, and with our help, thrive. | |
Optional services:
|
|
| Payroll Filing Package (Salary, Dividends, Contractors) * Looking for an easy way to pay your staff? Let our team manage your payroll so you don’t have to worry getting your staff paid, filing the monthly and year-end returns, or calculating your source deductions. | AVAILABLE |
| Year-End Tax Filing Package** | |
| Corporate Tax Need help filing your corporate taxes? Let our team prepare your corporate tax returns so you don’t have to worry about compliance, late filings, or complicated tax schedules. | AVAILABLE |
| Sales Tax Need help filing your sales taxes? Let our team prepare your sales tax returns so you don’t have to worry about input tax credits, jurisdictional GST/HST collection rules, or filing deadlines. | AVAILABLE |
Apps:
|
|
| Xero Xero online accounting software for your business connects you to your bank, accountant, bookkeeper, and other business apps. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. Xero saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. Find out more by visiting https://www.xero.com/ca/ | |
| Hubdoc Hubdoc extracts key information from your receipts, invoices, and bills. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Hubdoc is the solution for you. Find out more by visiting https://www.hubdoc.com/ | |
| or | |
| QuickBooks Online QuickBooks is more than just accounting software. It allows you to create invoices, track your cash flow, accept payments, see what’s selling, plan for the future, and much more. Tracking financials accurately is essential for any business. QuickBooks saves you time and money by connecting your business tools and making it easy to track everything you need to make important business decisions. | |
| Dext Transform your productivity by extracting info from receipts & invoices. No more data entry, no more filing. Like a great personal assistant, we do it for you. Are you buried under a mountain of paper records? If yes, then Dext is the solution for you. Find out more by visiting https://dext.com/ca | |
| WhatsApp Group | AVAILABLE |
Professional Support:
|
|
| Account Manager Do you need support and guidance while venturing on your entrepreneurial journey? We will provide you with your own Account Manager who will work closely with you to ensure that you have the tools, guidance, and support to help you succeed. | AVAILABLE |
| Chartered Professional Accountant (CPA) Support Do you worry about taxes, care about compliance, and require financial accuracy? Our CPAs will help you ease your tax worries, ensure that your business meets Canada Revenue Agency standards, and ensure your financial statements meet relevant accounting principles. | AVAILABLE |
| Priority Video Chat Support Our team is well equipped to serve you virtually through our priority video chat support when you need it the most. | AVAILABLE |
| Get a Quote! | |
Starting at (per month): |
Get a Quote! |