Services & fixed fees
Everything your business needs from its accountant — under one fixed fee.
Six services, each scoped in writing and priced before any work begins. Take one, or hand us the whole finance function.
Corporate year-end & T2
The annual close, done properly and explained plainly. We prepare compilation financial statements, file your T2 with every schedule the CRA expects, and then do the part most firms skip — a short letter, in plain English, on what changed, what it means, and what to do differently next year.
Built for: incorporated businesses, professional corporations and holding companies — whatever your fiscal year-end.
From$1,800per year-end · CAD
What's included
- Compilation financial statements
- T2 corporate return with full GIFI schedules
- T4 and T5 slips for owner salary and dividends
- Adjusting entries and a clean year-end trial balance
- Shareholder loan and capital dividend account tracking
- E-filing with CRA confirmation, both deadlines diarized
You walk away with
Filed statements and T2, slips issued, a one-page year-end letter you'll actually read — delivered at least two weeks before any deadline, with next year's plan attached.
Monthly bookkeeping
Books that close every month, not every spring. We run your bookkeeping on Xero or QuickBooks Online with Dext receipt capture, reconcile every account monthly, and send a summary a human being can read.
Built for: owners tired of shoeboxes and year-end catch-up invoices — anyone who wants current numbers before making a decision.
From$250per month · CAD
What's included
- Xero or QuickBooks Online setup and subscription management
- Receipt and bill capture from your phone, via Dext
- Monthly bank, credit card and loan reconciliations
- GST and PST coding checked as we go — not fixed later
- Monthly summary: profit, cash position, anything odd
- Year-end-ready books — no catch-up invoice in March
You walk away with
Reconciled, current, CRA-ready books every month, and a short summary email that tells you how the business is actually doing.
Personal tax (T1)
Personal returns done with the corporate picture in view. For an incorporated owner, the T1 isn't a standalone form — it's where salary, dividends, RRSP room and instalments all land. We file it as part of the plan, not as an afterthought.
Built for: incorporated professionals, owner families, and anyone with employment, investment or rental income worth doing properly.
From$180per return · CAD
What's included
- T1 preparation and electronic filing
- Employment, dividend, investment and rental income
- RRSP contribution and TFSA-timing guidance
- Instalment schedules, so interest never sneaks up
- Spousal returns prepared and optimized together
- CRA My Account review for missed slips and carry-forwards
You walk away with
A filed return, a plain-English note on the refund or balance — and why — plus next year's instalment calendar so nothing arrives unannounced.
Payroll, GST & PST
The remittance treadmill, handled. Payroll runs, source deductions, GST returns and BC PST — each filed against a hard internal deadline set ahead of the CRA's, so penalties and interest simply never come up.
Built for: employers with one to fifteen staff, and any business registered — or that should be registered — for GST or PST.
From$95per month · CAD
What's included
- Payroll processing with direct-deposit-ready registers
- Source deduction remittances — CPP, EI and income tax
- T4s, T4 summaries and ROEs when staff move on
- GST returns — monthly, quarterly or annual
- BC PST returns and WorkSafeBC filings
- Program account registrations when you need them
You walk away with
A calendar of every filing for the year ahead, a confirmation after each one lands, and a team that gets paid correctly, on time, every time.
Tax planning & incorporation
The work that actually lowers the bill. Returns report the past; planning changes it. We model salary versus dividends with your real numbers, time RRSP and TFSA moves, and — when the numbers say so — incorporate you properly.
Built for: sole proprietors weighing incorporation, and incorporated owners who've been taking compensation ad hoc.
From$600per engagement · CAD
What's included
- Salary-vs-dividends modelling on your actual figures
- Incorporation guidance: BC company, business number, GST and payroll accounts
- An owner compensation calendar for the year
- RRSP versus corporate-investing comparison
- Income-splitting review, kept safely inside the TOSI rules
- A written plan, dated before year-end — when it can still work
You walk away with
A written plan with real numbers attached: what to pay yourself, when, in what mix — and what it saves compared with doing nothing.
CRA reviews & audit support
When the brown envelope arrives, forward it and get back to work. Most CRA letters are routine reviews with a deadline attached. We register as your authorized representative, respond in the CRA's own language, and keep you out of the middle.
Built for: anyone holding a review letter, a processing review, a GST examination — or a full audit notice.
From$400per matter · CAD
What's included
- Authorized representative registration — the CRA calls us, not you
- Response drafting and document assembly
- Pre-assessment and processing reviews
- GST and PST examinations, payroll compliance checks
- Full audit management, start to finish
- Notices of Objection when an assessment is simply wrong
You walk away with
Every deadline met, every letter answered, and plain-English status updates — instead of a winter spent on hold with the CRA.
How engagements run
A downtown office. A virtual-first practice.
Clients drop by our Downtown Vancouver office for year-end reviews and signatures — and plenty never come in at all. Secure document portal, e-signatures, video calls, and books that live in the cloud: the service, and the CPA behind it, are identical either way.
- Secure portal for documents — nothing sensitive by email
- E-signatures on statements, returns and authorizations
- Clients across Metro Vancouver, and remote across BC
Monthly plans, recapped
Or bundle it all under one monthly fee.
Most clients combine these services into a plan. Here's how the three compare at a glance.
| What you get | Starter $295/mo | Growth $595/mo | Scale $995/mo |
|---|---|---|---|
| Bookkeeping cadence | Quarterly | Monthly | Weekly + monthly reports |
| Year-end statements & T2 | Included | Included | Included |
| Owner T1 returns | One | Two | Owner & family |
| GST / PST filings | GST, annual | GST & PST | GST, PST & WorkSafeBC |
| Payroll | — | Up to 5 people | Up to 15 people |
| Planning sessions | 1 per year | 2 per year | Quarterly |
| CRA correspondence | Supported | Supported | Handled for you |
| Support | Priority email & phone | Direct line to your CPA |
Full inclusion lists live in the pricing section of the home page. Every plan is a fixed fee, in writing, with 30 days' notice to change or cancel.
Not sure which service — or which plan? That's what the free call is for.
Thirty minutes, no obligation. We'll tell you plainly what we'd do, what it costs, and whether we're the right fit.