Service Packages

The packages outlined below showcase typical service combinations. We customize each engagement to reflect your specific needs, adjusting services as your business evolves.

Cruise

Perfect for new or small businesses that need essential bookkeeping and annual financials and tax filings.
A simple, steady solution to keep you moving in the right direction.
Up to 2 corporate bank/credit card account reconciliations
Quarterly or monthly bookkeeping
GST/PST/WCB filing
Shareholder T4/T5
Financial statements and corporate tax (T2) filing
Shift

Designed for growing businesses that need monthly bookkeeping, corporate tax filings, and year-round support.
Reliable, efficient, and built for momentum.

Up to 4 corporate bank/credit card account reconciliations
Monthly bookkeeping
GST/PST/WCB filing
Shareholder T4/T5
Financial statements and corporate tax (T2) filing
Full Throttle

For established businesses that want comprehensive support — bookkeeping, advisory, tax planning, and priority access. High-performance service for businesses ready to scale.
Up to 6 corporate bank/credit card account reconciliations
Monthly bookkeeping
GST/PST/WCB filing
Shareholder T4/T5
Financial statements and corporate tax (T2) filing
Add ons:
  • Payroll services
  • Slips – T5018, T4As, employee T4s 
  • Personal tax return
  • Government representation in the event of an audit or post-assessment review.

Reach out today for a custom quote.