Our services
Accounting & Bookkeeping
By using innovative accounting software, we ensure that your books are maintained meticulously, and all your transactions are properly categorized and reconciled.
Our dedicated team will handle all your bookkeeping needs, including:
- Bank reconciliation
- Financial statements
- AP/AR
- Budgeting & forecasting
Corporate taxes
We are committed to ensuring your business remains compliant with all tax regulations while optimizing your financial position. Our tax experience covers a broad spectrum of tax-related services, including:
- GST, HST and QST filings
- Strategic tax planning
- CRA audit support
Investment portfolio services
Our deep knowledge of the investment portfolio services will guide you every step of the way in managing and optimizing your investment strategies. We can help you with:
- Investment performance analysis & benchmark comparisons
- Capital gains tax planning
- Portfolio valuation statements
Payroll
Let us take care of payroll so you can have more time focusing on running your business. Get real-time access to payroll data and detailed reporting with our cloud payroll apps.
- Payroll processing
- WSIB/EHT filings
- T4 year end
- And more…
Our monthly pricing plans
Bronze
From $325/mo
For companies just starting out with revenues below $500,000
- Sales Tax Filings
- Year-End Financial Statements
- Corporate Tax Return
- Bookkeeping: 1 bank account + 1 credit card
- Quarterly Reconciliation
- Annual Interim Financial Statements
- Annual Tax Planning Call
- Unlimited Bookkeeping Support
- CPA Support: 1 Email Question / Month
- QuickBooks Online
Silver
From $500/mo
For businesses needing help getting to the next level with revenues below 2,000,000$
- Sales Tax Filings
- Year-End Financial Statements
- Corporate Tax Return
- Bookkeeping: 2 bank account + 2 credit cards
- Monthly Reconciliation
- Semi-Annual Interim Financial Statements
- Semi-Annual Tax Planning Call
- Unlimited Bookkeeping Support
- CPA Support: Up to 3 Calls / Month
- QuickBooks Online
- Dext
Gold
From $925/mo
For businesses wanting a CPA in their back pocket with revenues below 10,000,000$
- Sales Tax Filings
- Year-End Financial Statements
- Corporate Tax Return
- Bookkeeping: 6 bank account + 6 credit cards
- Quarterly Reconciliation
- Quarterly Interim Financial Statements
- Quarterly Tax Planning Call
- Payroll Services
- Cash Flow Forecasting
- Unlimited Bookkeeping Support
- CPA Support: Unlimited
- QuickBooks Online
- Dext
** Add-ons:
Bookkeeping – 1000$
Sales Tax Filing – 75$ per quarter
Investment Bookeeping Services
Investment Portfolio $100K – $100M
For investors seeking the highest level of financial oversight,
our standard package offers unparalleled services.
Hourly rates
Passive investments: 85$/hr
Alternative investments: 100$/hr
Bookkeeping
We offer both cash or accrual basis of bookkeeping
Portfolio and Bank reconcilation
Custodian Reconcilation
Account Connections
Unlimited custodian accounts
Support
Dedicated bookkeeper with turnaround time of one day
Tax Planning and Strategy
Proactive tax planning to minimize liabilities.
Performance Review Services
Cash flow and variance analysis
Budgeting and forcasting
Advanced P&L variance analysis
In-depth financial analysis by CPA
Asset Classes
Stocks, Bonds, ETFs, Mutual Funds
Hedge Funds
Derivatives
Private Equity Investments
Other Alternative Investments
Chart of Accounts
Standard or Customized Chart of Accounts
Recording of transactions
Cash basis or accrual accounting
Reporting Options
NAV Reporting
Marked to Market Investment Valuation Reports
Consolidated Investment Reporting
Transaction Reporting
Realized/Unrealized Income Summary Reporting
Financial Statements
Cash Flow Management
Detailed tracking and planning of your investment activities
Investment Income Payable and Receivable
Apps we use to make your life easier
Get in touch with us
Experience the financial clarity you’ve been looking for.
Let’s simplify your finances today.