1 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) | ✕ | ✕ | ✓ |
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