Monthly bookkeeping that ends in a clean year-end — not a shoebox in March. T2 corporate returns with notice-to-reader financial statements, GST/HST filings, and one fixed annual package for owners who want to stop juggling three providers.
Scope limits exist for a reason: they are the difference between a fixed price and a surprise invoice. Everything below is the full published list.
| Service | Scope | Price |
|---|---|---|
| Kickstart | ≤50 transactions/month, 1 bank/credit account, reconciliations, monthly report | starting at $349/mo |
| Core | ≤150 transactions/month, 2 accounts, quarterly GST/HST included | starting at $549/mo |
| Growth | ≤400 transactions/month, multi-entity/POS, monthly reporting | starting at $849/mo |
| T2 + NTR — active | Corporate return and notice-to-reader financial statements | starting at $1,500 |
| T2 + NTR — inactive | Holding/inactive corporation, corporate return and statements | starting at $700 |
| NTR statements only | Notice-to-reader financial statements for lenders or internal use | $750 |
| GST/HST return | One filing period, reconciliation, next-period reminder | from $99 |
| Owner's annual package | 12 months bookkeeping + T2 + NTR + 4 GST/HST filings + year-end planning review | starting at $4,800/yr |
| Books Health Check | 60–90 min review of last 3 months, 2-page memo, 30-min walkthrough; credited to your first month | $99 |
Prices CAD before GST/HST. Annual prepay discount available. More complex files (multi-shareholder, inventory, payroll, SR&ED, cross-border) are quoted in writing before work begins. No admin fee, no setup fee, no card surcharge.
One relationship, one price, one calendar. Built for incorporated owners who do not want to explain their business to three different providers.
From $4,800/year, quoted after a scope check. If you already have bookkeeping elsewhere, we can review the last year before you switch.
Yes. A corporation files a T2 annually, and lenders, insurers and owners usually need notice-to-reader financial statements. Our T2 + NTR starts at $1,500 for an active small corporation.
Yes, usually. We review the last year-end, agree a catch-up scope if needed (cleanup is quoted at $95/hour), and set the start date in writing.
No. We set up a simple workflow and can train you on receipts, statements and what to send each month. The Kickstart tier exists for exactly this.
No admin fee, no setup fee, no card surcharge. If a catch-up is required, it is quoted separately in writing before we start.
T2 is due six months after your year-end; GST/HST depends on your filing period; payroll remittances are monthly or quarterly. We send reminders before each one and include deadline tracking in every monthly retainer.
Yes — most work is remote. We serve all of Alberta and Ontario, and clients elsewhere in Canada by arrangement.
A few questions, a fixed written quote, a reply within one business day. No SIN, no documents in the form — a secure link follows the scope check.