Bookkeeping
Monthly books for sole proprietors and corporations.
- Bank, credit card and sales reconciliation
- Accounts payable and receivable tracking
- Fixed assets and capital cost allowance
- Monthly profit and loss summary
Services
Bookkeeping, payroll and tax - clearly scoped
Every service has a defined scope and schedule. You get a written engagement letter listing what we do and what we need from you.
Payroll
Salaried, hourly and contract staff.
- Pay runs and direct deposit files
- CPP, EI and income tax remittances
- Records of Employment (ROE)
- T4 slips and summary at year end
Year-end financial statements
Compilation engagements for banks, investors and CRA.
- Balance sheet and income statement
- Adjusting entries and accruals
- Notes for lenders
- Results review meeting
Tax returns
Filed electronically with confirmation.
- Personal T1 with business or rental income
- Corporate T2 and schedules
- GST/HST returns
- CRA correspondence and reviews
Incorporation and startup advice
For new ventures and growing sole proprietors.
- Incorporate or not - modelled with your numbers
- Salary versus dividend planning
- Business number and GST/HST registration
- SR&ED and grant documentation
Cloud bookkeeping
Less paper, better visibility.
- Receipt capture from your phone
- Automatic bank feeds
- Live dashboard and reports
- Digital archive of every document
How we get started
- 1
Free consultation
30 minutes, in the office or by video. We learn about your business.
- 2
Quote and engagement
Within two business days you get a written fixed-fee quote.
- 3
Onboarding
We collect files from your previous accountant and review open filings.
- 4
Monthly rhythm
Documents by the 5th, reports and remittances by the 12th.
Monthly packages
A fixed monthly fee
We agree on a package up front and the fee stays the same until your volume changes. No hourly billing for a quick question.
Self-employed
For freelancers and sole proprietors.
from $150/ month
- Monthly cloud bookkeeping
- Quarterly GST/HST filing
- Personal T1 with business income
- Instalment planning
Small business
For incorporated companies with a small team.
from $390/ month
- Up to 80 transactions a month
- Payroll for up to 5 employees
- Year-end statements and T2
- Quarterly review call
Growing company
For companies with more staff and more moving parts.
from $790/ month
- Up to 250 transactions a month
- Payroll for up to 20 employees
- Monthly management report
- Cash-flow forecast
Prices in CAD, plus HST. The exact fee depends on transaction volume and headcount.
FAQ
Before you call us
Can I switch accountants mid-year?
Yes. Switching at the start of a month is easiest. We collect your books, review past filings and flag anything that needs correcting.
How do I send you documents?
Through the encrypted client portal or by email. Paper records can be dropped at the office - we scan and return them the same day.
What if CRA sends me a letter?
Forward it to us right away. Responding to CRA reviews and requests is included in every package.
Do you work with clients outside Toronto?
Yes, about a third of our clients are elsewhere in Ontario and BC. Everything runs online.
When does my monthly fee change?
Only if your volume changes for good, such as more employees or registering for GST/HST. We agree on the new fee in advance.
Not sure what you need?
In the first meeting we tell you which package fits and what it costs. No obligation.