You're a consultant


Just you, 1-4 clients a year

You work for one or two clients in a year, and you're a one-person company. Your situation is unique, and so is your paperwork.

Very small



Owner-managed, no employees

You're just getting started, or you've chosen to keep things small. You're a one person show or you have business partners. You don't have yet any employees and you have fewer than 20 invoices or sales transactions per month.




1-5 employees, 50+ transactions

Most of our clients fits into this category. Your business has gained traction, and you have solid customer base. You have people on the payroll, and your transaction volume is solid.

Becoming a "big" business


6+ employees, unique needs

You have solid group of staff, many happy customers, lots of transactions, and even some fairly complex ones.

Your flat monthly fee includes:
  • Monthly bookkeeping

  • Monthly internal financial statements

  • Payroll support

  • Administration fees

  • Quarterly sales tax return

  • Annual internal financial statements

  • Access to accounting advice from CPAs when you need it

  • Separate fees apply for CRA audit support.

Monthly tasks among others:
  • Record transactions including GST

  • Document and file receipts and invoices

  • Reconcile bank accounts

  • Prepare monthly sales tax return

  • Prepare bi-weekly/monthly payroll

  • Prepare monthly payroll remittance

  • Prepare monthly internal financial statements

  • Review and analyze financials

Quarterly tasks among others:
  • Prepare sales tax return and remittance

  • Prepare quarterly internal financial statements

Annual tasks among others:
  • Review pas-due receivables

  • Review aged accounts payable

  • Review inventories

  • Review property and equipment

  • Prepare T4 summary and send slips

  • Prepare T5 summary and send slips

  • Prepare annual sales tax return

  • Prepare and review year-end balances

  • Prepare year-end internal financial statements

Behind on your paperwork?

Don't worry, some of our clients come to us with at least a few months and sometimes several years of "catch-up" work to be done. We understand that getting caught up can be a burden, so don't put it off. Just take everything you have, scan it to us on your client portal or put it in a box, and just bring it in. We'll sort things out . You'll be up to date in no time.