Your Investment in Growth
Every level is designed to give you more clarity and support as your business evolves. Start where you are today, knowing you can always move up as your needs grow.
Peace of Mind
Starting at
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Free initial consultation
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For entrepreneurs who want the essentials handled so they can focus on running their business.
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Maintain data feeds monthly (up to 100 transactions
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Quarterly reconciliations with financial snapshots
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GST filings & compliance support (Quarterly or Annual)
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A solid starting point to keep your business organized and on track—so you can sleep easy knowing your books are in order.
Clarity
Starting at
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For businesses that want financial visibility throughout the year, not just at year-end.
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Everything in Peace of Mind
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Monthly financial reconciliations with financial reports
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Payroll support (up to 3 employees, incl. T slips & filings)
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Tax planning guidance
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Unlimited email support for financial questions
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Clear insights that help you understand your numbers and make confident day-to-day decisions.
Freedom
Starting at
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For businesses ready to grow and needing guidance beyond compliance.
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Everything in Clarity
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Monthly reconciliation and advisory of Accounts receivable and Accounts payable (up to 200/mo.)
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Quarterly advisory meetings
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Priority response times
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Go beyond reporting - this is proactive planning so you can move forward with confidence.
Additional Services
Package Preparation
Year-end package preparation for accountant, if you have your own (starting at $800)
Financial Statements
Year-end financial statements and corporate tax return (starting at $1,500)
Personal Returns
Personal tax returns (starting at $140)
Bookkeeping Clean Up
Clean-up/catch-up bookkeeping (consultation required)
FAQ'S
How do we get started?
Simply book a free consultation. We’ll talk about your business, your goals, and how I can best support you. From there, I’ll recommend or customize a service plan tailored to your needs.
I’m behind on my books - can you help me catch up?
Absolutely. Many new clients come to me with months (or even years) of records to organize. I’ll work with you to get everything up to date so you can move forward with confidence.
What industries do you specialize in?
I work primarily with small businesses, trades, and owner-managed companies — but I can adapt my services to many industries.
How much does it cost to work with you?
Instead of calling it a ‘cost,’ think of it as an investment in your business success. Various plans are available depending on your needs — whether it’s just bookkeeping, full year-end support, or everything bundled together.
Can you help with both corporate and personal taxes?
Yes. I assist with both business (T2) and personal (T1) tax returns, ensuring everything is filed accurately and on time while maximizing available deductions.
Do you help with GST, payroll, and CRA filings?
Yes. I can handle GST/HST returns, payroll, T4 slips, and other CRA compliance tasks so everything is filed correctly and on time.