Pricing

Three bundles. Limits stated up front.

Each band says how many entities, owners’ returns, transactions and payroll it covers. The corporate and personal returns are in the fee, not billed in April. What each discipline covers.

What it costs

A fixed monthly fee, agreed before work starts.

Where you land inside a band depends on the state of the records. Quoted after we look at them.

Essentials

The books kept and closed every month, and everything that has to be filed.

$1,500–$2,500

per month

Entities
1 corporation
Personal returns
1 owner
Transactions
up to 150 a month
Payroll
up to 5 employees
  • Monthly bookkeeping and close
  • GST/HST prepared and filed
  • Corporate and personal tax returns
  • Compiled financial statements
  • Annual tax planning before year-end
  • The portal, and calls

Operating

For a company with staff, a lender, or more than one entity in the group.

$2,750–$4,500

per month

Entities
up to 2 — opco and holdco
Personal returns
up to 2 owners
Transactions
up to 400 a month
Payroll
up to 15 employees
  • Everything in Essentials
  • Payroll, remittances, T4s and ROEs
  • Holdco, trust and related filings
  • Lender and covenant reporting
  • Monthly review meeting

Controller

When the numbers have to answer to a board, a bank or a buyer.

$4,500–$8,000

per month

Entities
up to 4, including a trust
Personal returns
up to 4 owners
Transactions
up to 1,000 a month
Payroll
up to 40 employees
  • Everything in Operating
  • Board and investor reporting pack
  • Budget, forecast and variance
  • 13-week cash flow
  • Transaction and diligence readiness
  • Controller and CFO time

Past the limits

Each additional entity
from $350 a month
Its own return, filings and reconciliations.
Each additional owner's return
from $75 a month
Return and planning for another owner.
Transactions above the band
$2 each
Spikes are not charged. Regular overruns move you up a band.
Month to month
No annual contract. Leave any time.
Nothing is outsourced
Done here, not sent on.
Tax is in the fee
Returns included, not billed in April.
Calls are not billed
Ask while the question is still small.
Priced once a year
Reviewed annually. Never re-priced mid-year.
Quoted before it starts
Catch-up, CRA matters and deals are quoted separately.

Outside the monthly fee

Some work cannot be bundled. It gets its own number.

Each quoted as a fixed fee in writing, before anything starts. Never billed by the hour.

Getting the file current

Catch-up and cleanup bookkeeping
from $2,200 per year of records
Returns for years not yet filed
quoted per year
Books migrated from another system
from $2,500

When CRA writes

Post-assessing or GST review response
from $1,500
Audit
quoted after reading the letter
Notice of objection
from $4,500
Voluntary disclosure
from $5,000
Taxpayer relief application
from $1,800

Transactions

Sale readiness and vendor diligence
quoted on the deal
Acquisition diligence and opening accounting
quoted on the deal
Corporate reorganization
from $6,000
Estate freeze and succession structuring
from $8,000

Cross-border and specialty

Transfer pricing documentation
from $7,500
US expansion and nexus structuring
from $5,000
Worker classification and payroll compliance review
from $2,500
Systems selection and implementation
quoted on the project

Every figure is a floor, not an estimate. Smaller than the floor and you are told before it starts.

Thirty minutes, and you will know which band you are in.

The call ends with a scope and a number, not a proposal three days later.

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