Services & Packages
Accounting & Tax Support Built for Peace of Mind, Clarity, and CRA Confidence
We help small business owners, professionals, and holding companies with $500K–$5M in revenue clean up messy books, resolve CRA issues, and proactively manage taxes — so you can reduce stress, regain time, and feel confident nothing is being missed.
Our services are offered through three clearly defined packages. Each tier builds on the one below it, giving you a clear path from basic compliance to full confidence and proactive protection.
How Our 3 Tier Packages Work
All clients start with a strong foundation. From there, higher tiers add more insight, more planning, and more protection — not just more work.
- Bronze covers the essentials required for peace of mind and compliance
- Silver adds clarity, planning, and better decision support
- Gold delivers proactive tax optimization and full CRA confidence
This structure makes it easy to choose the level of support that fits your situation today — and upgrade as your business evolves.
| Services | Proactive Tax & CRA Confidence | Strategic Tax & Financial Clarity | Essential Compliance & Peace of Mind |
| CRA‑Ready Bookkeeping & Reconciliations | Monthly | Quarterly | Annual |
| Year‑End Financial Statements | ✓ | ✓ | ✓ |
| Corporate Tax Return | ✓ | ✓ | ✓ |
| Personal Tax Return (Owner Manager) | ✓ | ✓ | ✓ |
| Owner‑Manager Payroll Administration | ✓ | ✓ | ✓ |
| HST Filings & Compliance | Full preparation & submission | Preparation with review | Annual compliance review |
| Tax Savings Insights Newsletter | Quarterly | Quarterly | Quarterly |
| Financial Confidence Video Recap | Monthly | Quarterly | Annual |
| Tax Strategy Sessions | Quarterly | Annual | — |
| Tax Savings Action Plan | Annual refresh | Initial plan | — |
| CRA Notice Management & Audit Support | Full representation | Assisted response | — |
| Proactive Tax Planning & Optimization | Ongoing | — | — |
| SUPPORT | |||
| CPA Access | Direct phone & email | Priority email | |
| Response Time | 1 business day or less | 2 business days | 3 business days |
| Proactive Deadlines & Reminders | ✓ | ✓ | ✓ |
| TECHNOLOGY | |||
| QuickBooks Online (QBO) | ✓ | ✓ | ✓ |
| Secure Client Portal | ✓ | ✓ | ✓ |
| Contact us for a Quote Today! | Contact us for a Quote Today! | Contact us for a Quote Today! |
Which Package Is Right for You?
Essential Compliance & Peace of Mind (Bronze)
This package is ideal if your main goal is to stay compliant and eliminate stress. We take care of your bookkeeping, payroll, tax filings, and year‑end reporting so everything is accurate and CRA‑ready. You’ll know deadlines are handled and nothing critical is slipping through the cracks — without unnecessary complexity.
Strategic Tax & Financial Clarity (Silver)
This is our most popular option. In addition to full compliance, you’ll gain clarity and foresight through structured tax planning and financial insight. We help you understand your numbers, plan ahead for taxes, and make more confident owner‑manager decisions throughout the year.
Proactive Tax & CRA Confidence (Gold)
This is our highest‑level advisory relationship. Designed for business owners who want maximum confidence, this package includes ongoing tax optimization, frequent financial insight, and full CRA representation. We actively monitor your situation and step in early so issues are prevented — not just reacted to.
What’s Included in Every Package
No matter which tier you choose, you can expect:
- Accurate, CRA‑ready books
- Owner‑manager payroll handled correctly
- Proactive reminders and clear communication
- Secure, cloud‑based systems
Every package is designed to deliver real peace of mind — not bare‑bones accounting.
Not Sure Where You Fit?
Most clients don’t know which tier they need at first — and that’s okay.
We’ll start with a short conversation to understand:
- The current state of your books
- Any CRA or tax concerns
- How proactive you want to be
From there, we’ll recommend the best‑fit package and adjust as your needs evolve.
Book a Consultation
If you’re ready to stop worrying about your books, taxes, and CRA letters, let’s talk.
👉 Book a consultation to get clarity, confidence, and peace of mind.