Transparent Pricing for Bookkeeping & Tax Preparation Services Near You
Whether you're just starting or scaling fast, your books should work — not leave you scrambling at tax time or wondering where your cash is going.
These packages are designed for serious business owners who want:
Clean, timely books
Stress-free tax compliance
Visibility into their finances — without lifting a finger
Pricing reflects the level of care, frequency, and complexity involved. If you're not sure which tier fits, I’m happy to help you decide.
Bookkeeping Packages for Businesses
| Features | Bookkeeping Starter $150 / month | Bookkeeping Essential $250 / month | Bookkeeping Growth $500 / month | Bookkeeping Pro $1000 / month | Bookkeeping Enterprise Custom |
|---|---|---|---|---|---|
| Software Costs | ✔ | ✔ | ✔ | ✔ | Custom |
| Onboarding Support | ✔ | ✔ | ✔ | ✔ | Custom |
| Sales Tax Filing | ✔ | ✔ | ✔ | ✔ | Custom |
| Accounts Payable | ✖ | ✖ | ✔ | ✔ | Custom |
| Accounts Receivable | ✖ | ✖ | ✔ | ✔ | Custom |
| Payroll Add-on $40/month + $6/employee |
Available with any plan | ||||
Software Costs: ✔
Onboarding Support: ✔
Sales Tax Filing: ✔
Accounts Payable: ✖
Accounts Receivable: ✖
Payroll Add-on:$40/month + $6/employee
Software Costs: ✔
Onboarding Support: ✔
Sales Tax Filing: ✔
Accounts Payable: ✖
Accounts Receivable: ✖
Payroll Add-on:$40/month + $6/employee
Software Costs: ✔
Onboarding Support: ✔
Sales Tax Filing: ✔
Accounts Payable: ✔
Accounts Receivable: ✔
Payroll Add-on:$40/month + $6/employee
Software Costs: ✔
Onboarding Support: ✔
Sales Tax Filing: ✔
Accounts Payable: ✔
Accounts Receivable: ✔
Payroll Add-on:$40/month + $6/employee
Software Costs: Custom
Onboarding Support: Custom
Sales Tax Filing: Custom
Accounts Payable: Custom
Accounts Receivable: Custom
Payroll Add-on: Custom
Corporate Tax Packages
| Features | Starter $150 / year |
Essential $400 / year |
Growth $700 / year |
Pro $1000 / year |
Enterprise Custom |
|---|---|---|---|---|---|
| T2 Corporate Tax Return | ✔ | ✔ | ✔ | ✔ | Custom |
| GIFI + Schedules Preparation | ✔ | ✔ | ✔ | ✔ | Custom |
| HST Filing (if required) | ✖ | ✔ | ✔ | ✔ | Custom |
| CRA Audit Support | ✖ | ✖ | ✖ | ✔ | Custom |
| Year-Round Tax Support | ✖ | ✖ | ✖ | ✔ | Custom |
T2 Corporate Tax Return: ✔
GIFI + Schedules: ✔
HST Filing: ✖
CRA Audit Support: ✖
Year-Round Support: ✖
T2 Corporate Tax Return: ✔
GIFI + Schedules: ✔
HST Filing: ✔
CRA Audit Support: ✖
Year-Round Support: ✖
T2 Corporate Tax Return: ✔
GIFI + Schedules: ✔
HST Filing: ✔
CRA Audit Support: ✖
Year-Round Support: ✖
T2 Corporate Tax Return: ✔
GIFI + Schedules: ✔
HST Filing: ✔
CRA Audit Support: ✔
Year-Round Support: ✔
T2 Corporate Tax Return: Custom
GIFI + Schedules: Custom
HST Filing: Custom
CRA Audit Support: Custom
Year-Round Support: Custom
Personal Tax Packages
| Features | Starter $50 / year |
Essential $100 / year |
Growth $150 / year |
Pro $300 / year |
Enterprise Custom |
|---|---|---|---|---|---|
| T1 Personal Tax Return | ✔ | ✔ | ✔ | ✔ | Custom |
| Employment Income | ✔ | ✔ | ✔ | ✔ | Custom |
| Self-Employment Income | ✖ | ✔ | ✔ | ✔ | Custom |
| Rental Income | ✖ | ✖ | ✔ | ✔ | Custom |
| Sole Proprietorship | ✖ | ✖ | ✖ | ✔ | Custom |
| HST Filing (if required) | ✖ | ✖ | ✖ | ✔ | Custom |
| CRA Audit Support | ✖ | ✖ | ✖ | ✖ | Custom |
| Year-Round Tax Support | ✖ | ✖ | ✖ | ✖ | Custom |
T1 Personal Tax Return: ✔
Employment Income: ✔
Self-Employment Income: ✖
Rental Income: ✖
Sole Proprietorship: ✖
HST Filing: ✖
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
Employment Income: ✔
Self-Employment Income: ✔
Rental Income: ✖
Sole Proprietorship: ✖
HST Filing: ✖
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
Employment Income: ✔
Self-Employment Income: ✔
Rental Income: ✔
Sole Proprietorship: ✖
HST Filing: ✖
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
Employment Income: ✔
Self-Employment Income: ✔
Rental Income: ✔
Sole Proprietorship: ✔
HST Filing: ✔
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: Custom
Employment Income: Custom
Self-Employment Income: Custom
Rental Income: Custom
Sole Proprietorship: Custom
HST Filing: Custom
CRA Audit Support: Custom
Year-Round Tax Support: Custom
Business Tax Packages (Includes Personal T1 + Corporate T2)
| Features | Starter $150 / year |
Essential $450 / year |
Growth $800 / year |
Pro $1200 / year |
Enterprise Custom |
|---|---|---|---|---|---|
| T1 Personal Tax Return | ✔ | ✔ | ✔ | ✔ | Custom |
| T2 Corporate Tax Return | ✔ | ✔ | ✔ | ✔ | Custom |
| GST/HST Filing | ✖ | ✔ | ✔ | ✔ | Custom |
| CRA Audit Support | ✖ | ✖ | ✖ | ✔ | Custom |
| Year-Round Tax Support | ✖ | ✖ | ✖ | ✔ | Custom |
T1 Personal Tax Return: ✔
T2 Corporate Tax Return: ✔
GST/HST Filing: ✖
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
T2 Corporate Tax Return: ✔
GST/HST Filing: ✔
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
T2 Corporate Tax Return: ✔
GST/HST Filing: ✔
CRA Audit Support: ✖
Year-Round Tax Support: ✖
T1 Personal Tax Return: ✔
T2 Corporate Tax Return: ✔
GST/HST Filing: ✔
CRA Audit Support: ✔
Year-Round Tax Support: ✔
T1 Personal Tax Return: Custom
T2 Corporate Tax Return: Custom
GST/HST Filing: Custom
CRA Audit Support: Custom
Year-Round Tax Support: Custom
Fractional CFO Packages
| Service Type | Details | Price |
|---|---|---|
| Hourly Support | For ad hoc or short-term projects Virtual / In-Person (Downtown Toronto) |
Virtual: $70/hour In-Person: $120/hour |
| Project-Based Work | Forecasting, budgeting, fundraising prep, or financial modeling | $600/project |
| Monthly Retainers | Lite Oversight High-level financial review and occasional advice. Best for businesses with existing bookkeeping. |
$600/month |
| Monthly Retainers | Core CFO Services Regular reporting, forecasting, and monthly check-ins for growing businesses. |
$800/month |
| Monthly Retainers | Strategic Partner Full CFO involvement including weekly calls, detailed reporting, and strategic planning. |
$1,200/month |
| Note | Final pricing is based on your business size, reporting needs, and level of involvement. | |
Details: For ad hoc or short-term projects. Virtual / In-Person (Downtown Toronto)
Price: Virtual: $70/hour
In-Person: $120/hour
Details: Forecasting, budgeting, fundraising prep, or financial modeling
Price: $600/project
Details: High-level financial review and occasional advice. Best for businesses with existing bookkeeping.
Price: $600/month
Details: Regular reporting, forecasting, and monthly check-ins for growing businesses.
Price: $800/month
Details: Full CFO involvement including weekly calls, detailed reporting, and strategic planning.
Price: $1,200/month
Final pricing is based on your business size, reporting needs, and level of involvement.
In-Person Consultation
| Service Type | Details | Price |
|---|---|---|
| In-Person Consultation |
One-on-one meeting at a coffee shop or preferred location. Ideal for discussing bookkeeping, accounting, or financial planning needs. Prepayment required to confirm your appointment. Flexible scheduling available on weekends or outside month-end busy periods. |
$100/hour |
Details: One-on-one meeting at a coffee shop or preferred location. Ideal for discussing bookkeeping, accounting, or financial planning needs. Prepayment required to confirm your appointment. Flexible scheduling available on weekends or outside month-end busy periods.
Price: $100/hour
Frequently Asked Questions
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No worries. We specialize in catch-up bookkeeping to get your records current and compliant, so you can focus on growing your business.
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Absolutely. Our plans are designed to be flexible—you can upgrade or customize your package anytime to fit your changing needs.
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Yes, payroll support is available as an add-on starting at $40 per month plus C$6 per employee.
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We work primarily with QuickBooks Online but we’re happy to discuss your current setup and recommend the best solution for your business.
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Reporting frequency depends on your plan—from annually in Starter to weekly in Pro—but we’re always available to discuss custom reporting needs.
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Yes, we offer both personal and business tax preparation services, either bundled with your bookkeeping or as add-ons.
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Simply book a free discovery call, and we’ll assess your needs, recommend a plan, and guide you through onboarding.