Packages & quotes
Every package receives a tailored quote. Compare what’s included, then tell us about your needs. We agree your package scope and price before work begins.
Choose your starting point
Your package sets out the work we handle. Your quote reflects your records, workload, and any additional support you need. Not sure which to choose? We’ll help you decide in a free consultation.
Bookkeeping packages
From everyday transactions to a complete month-end close, choose the level of bookkeeping support your business needs.
Up to 500 transactions
Best for everyday bookkeeping, reconciliations, and monthly financial statements.
Ongoing bookkeeping included
Up to 1,500 transactions
Best for bookkeeping with receivables and payables reviews, payment follow-up, and payroll reconciliation.
Ongoing bookkeeping included
Everything in Foundation, plus:
Unlimited transactions
Best for a complete month-end close, management reporting, and year-end working papers.
Ongoing bookkeeping included
Everything in Momentum, plus:
When requesting your quote, ask us to confirm the transaction counting period, what counts as a transaction, and how work beyond an allowance is handled. Catch-up and clean-up bookkeeping are quoted separately from ongoing package work.
Payroll packages
Choose your tier by employee count and pay frequency. Every tier includes year-end T4 preparation, Records of Employment, tax remittance and compliance support, and direct deposit.
1 to 10 employees
Best for teams of 1 to 10 employees needing two pay runs per month.
Included in this package
11 to 20 employees
Best for teams of 11 to 20 employees needing unlimited monthly pay runs.
Included in this package
21 to 30 employees
Best for teams of 21 to 30 employees needing unlimited monthly pay runs.
Included in this package
Tier 1 includes two pay runs per month; Tiers 2 and 3 include unlimited monthly pay runs. For more than 30 employees, contact us to agree a separate scope. Quebec payroll is not offered at launch.
Personal tax packages
Straightforward return or a more complex family tax situation, choose support that matches your income and filing needs.
Straightforward personal returns
Best for personal tax returns with employment and investment income, credits, and deductions.
Included in this package
Individuals & families with more complex needs
Best for family returns, rental or self-employment income, and support after filing.
Included in this package
Everything in Essentials, plus:
Business tax packages
Choose corporate tax preparation, broader filing support, or proactive planning with ongoing CPA guidance.
Straightforward corporate tax needs
Best for corporate T2 filing, required schedules, and tax-related CRA questions.
Included in this package
Optional service · quoted separately
More complex business tax needs
Best for corporate filing with financial statements, dividend reporting, and a tax planning discussion.
Included in this package
Everything in Essentials, plus:
Proactive tax planning & guidance
Best for annual tax planning, owner compensation advice, and ongoing CPA tax guidance.
Included in this package
Trust returns, cross-border tax returns involving Canada and the U.S., and other specialized tax matters are quoted separately. Quebec tax support is not offered at launch. Tax outcomes depend on your circumstances; savings are not guaranteed.
CFO services packages
Choose CPA-led financial reviews, forward-looking cash-flow forecasts, or a strategic CFO partnership with financing, automation, and board reporting support.
4 dedicated CPA hours per month
Best for monthly financial reviews, quarterly finance discussions, and email support.
Included in this package
8 dedicated CPA hours per month
Best for growing businesses that need cash-flow visibility and support with budgets and forecasts.
Included in this package
Everything in CFO Foundations, plus:
16 dedicated CPA hours per month
Best for businesses that need more frequent cash-flow forecasting, financing support, automation advice, and board reporting.
Included in this package
Everything in CFO Growth, with an expanded forecasting schedule:
The monthly-updated, 20-week forecast replaces the Growth forecast. All other Growth inclusions remain included.
CPA hours shown are the total included each month for each package. We agree the scope and provide a tailored quote before work begins.
Books behind?
The initial consultation, diagnostic review and bookkeeping clean-up assessment are free. We review the state of your records and identify the work needed.
Any catch-up or clean-up bookkeeping itself is quoted separately after the assessment. You can review that scope and price before agreeing to the work.
Book a free consultationBookkeeping offers Foundation (up to 500 transactions), Momentum (up to 1,500), and Navigator (unlimited). Payroll has three tiers for 1 to 10, 11 to 20, and 21 to 30 employees. Personal tax offers Essentials and Advantage; business tax offers Essentials, Advantage, and Strategy. CFO services offer CFO Foundations, CFO Growth, and Strategic CFO Partner, with 4, 8, and 16 dedicated CPA hours per month respectively. Compare the inclusions on our Packages & quotes page, then request a tailored quote.
CFO Foundations includes 4 dedicated CPA hours per month, a CPA-led review of monthly financial statements, a quarterly finance review meeting, and email support for finance questions. CFO Growth includes 8 hours per month, all Foundations services, a 12-week cash-flow forecast updated quarterly, and budgeting and forecasting support. Strategic CFO Partner includes 16 hours per month and builds on Growth with a 20-week forecast updated monthly in place of the 12-week forecast, plus lender and financing support, AI and accounting automation advisory, and board reporting support. Hours are the total included in each package, not cumulative across tiers. We provide a tailored quote before work begins.
We provide a tailored quote before work begins. Your records, workload, employee count, payroll frequency, and additional requirements shape the price. We confirm transaction allowances and the applicable counting period for bookkeeping. Catch-up work and services outside your package are quoted separately.
Tier 1 supports 1 to 10 employees and two pay runs per month. Tier 2 supports 11 to 20 employees and Tier 3 supports 21 to 30, both with unlimited pay runs per month. All tiers include T4 preparation, Records of Employment, tax remittance and compliance support, and direct deposit. For a team of more than 30, contact us to discuss a separate scope.
Yes. The initial consultation, diagnostic review, and clean-up assessment are free. Any bookkeeping clean-up work itself is priced separately after we assess the scope.
There are no onboarding or setup fees and no minimum term. Existing engagements can be ended with one week’s notice, subject to the agreed engagement terms and handover responsibilities.
We provide catch-up and clean-up bookkeeping. We first review how far the records are behind and the work needed, then provide a scoped quote before moving to ongoing support.
Tell us what you need help with. We’ll recommend a package, discuss any additional work, and provide a clear quote.