Letting receipts and supplier invoices pile up while you're focused on clients, leaving you with a messy backlog to clean up later.
Tap to see how we fix itWhatever you've got we'll turn it into clean records.
Tap to flip backNot knowing how much of your bank balance is actually yours to spend, versus what you'll owe the CRA later.
Tap to see how we fix itRegular reports break out what's spendable now and what's already set aside for taxes, so you're never guessing.
Tap to flip backGetting hit with unexpected quarterly tax payments from the CRA, with no advance warning.
Tap to see how we fix itNothing catches you off guard.
Tap to flip backDoing it all at once at tax season usually means income reported too high and expenses left out, which adds up to paying more tax than you should.
Tap to see how we fix itWe keep your books accurate every month, so your income isn't over-reported and your expenses aren't missed.
Tap to flip back1 Bank account & 1 credit card reconciliation
Core transaction categorization
Monthly financial statements (income statement, balance sheet, cash flow)
1 year Catch-up bookkeeping rescue credits
Everything in Core, plus:
Full tax return filing
Annual T4/T5 slip preparation
Ongoing tax & business advice, including PREC guidance
Direct CRA representation
Everything in Pro, plus:
Unlimited bank accounts and credit card reconciliation
Priority project-level P&L reporting
Compare our plans
|
Core $2,000/yr Choose Core |
Most popular
Pro $2,600/yr Choose Pro |
Platinum $2,790/yr Choose Platinum |
|
|---|---|---|---|
| Bank account & credit card reconciliation |
1 bank account & 1 credit card |
2 bank accounts & 2 credit cards |
Unlimited |
| Financial statements (income statement, balance sheet, cash flow) | Quarterly | Monthly | Monthly |
| Year-end report for tax filing | ✓ | ✓ | ✓ |
| Tax-saving review & ongoing business advisory (incl. PREC guidance) | ✓ | ✓ | ✓ |
| GST/HST return preparation & filing (incl. Input Tax Credits) | ✕ | ✓ | ✓ |
| 1 year Catch-up bookkeeping rescue credits | ✕ | ✓ | ✓ |
| CRA audit representation (Level 1 & 2) | ✕ | ✕ | ✓ |
A: No. You don't need to purchase or learn any complicated accounting software. We handle everything. You get clean, professional financial statements without the extra monthly software fees.
A: We keep it incredibly simple. You just send us your bank statement each month, and we take care of the rest.
A: Yes, that is where we start. We'll organize your records, get you caught up, and set up a routine to keep going from there.
A: Doing it all at once at tax season leads to mistakes, like overstating income or missing expenses, and that can mean paying the CRA more than you actually owe, sometimes even thousands more. By reviewing your numbers each month, we can easily spot what tax-saving tactics need to be done.
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