Accounting Services Shaped Around Your Business
Three carefully scoped services covering payroll, annual tax filing, and strategic advisory. Each is designed to deliver a specific, measurable outcome — with pricing stated clearly in advance.
Back to HomeHow We Structure Every Engagement
Each service begins with a structured intake — a review of your current situation, documentation requirements, and a clear agreement on scope. Work proceeds methodically, with regular check-ins where your input is needed. Nothing is filed or submitted without a final review session that gives you the opportunity to ask questions and confirm the output.
Our approach draws on established Ontario accounting standards and stays current with annual regulatory changes from the CRA. We apply the same level of thoroughness to a payroll run as to a complex advisory engagement — the scale changes, the care does not.
Intake & Review
Structured assessment of your current situation and documentation
Analysis
Methodical review of financials, deductions, and applicable requirements
Preparation
Returns, payroll runs, or strategy documents prepared and internally reviewed
Walkthrough & Filing
Client review session before any submission, then timely filing or delivery
Payroll Management & Compliance
A fully managed payroll service for small businesses with 1 to 25 employees. Covers the complete payroll cycle — from bi-weekly or monthly runs through year-end reconciliation — so your team is paid accurately and on time, with all required contributions, deductions, and remittances handled correctly.
What's Included:
- Bi-weekly or monthly payroll processing
- Federal and provincial deduction calculations
- CPP and EI contributions management
- T4 and T4A slip preparation
- Timely CRA remittances
- Records of Employment (when required)
- Year-end payroll reconciliation
- Secure employee self-service portal
Process:
Initial payroll setup — employee data, pay structure, and CRA account linking
Each pay period processed and approved before disbursement
Remittances submitted on schedule — no late penalties
Year-end T4s and reconciliation delivered on time
Starting from
CAD 240 / month
Year-End Tax Preparation & Review
A thorough annual tax filing service for incorporated businesses and self-employed professionals. The emphasis is on getting the return right the first time — through careful document review, a structured preparation process, and a formal pre-submission walkthrough with the client before anything is sent to the CRA.
What's Included:
- T2 corporate returns
- T1 self-employment schedules
- HST/GST annual filings
- Ontario-specific credits and incentives review
- Structured document collection checklist
- Pre-filing walkthrough session
- Written post-filing summary
Timeline:
Document collection checklist shared — typically 2–3 weeks before desired filing
Financial review and return preparation (7–10 business days)
Pre-filing walkthrough with client — questions answered, final approval given
Submission to CRA + written summary delivered within 3 business days
Per filing
CAD 475 / filing
Business Structure & Tax Optimization Advisory
A forward-looking advisory engagement for businesses ready to take a more deliberate approach to their corporate and personal financial structure. Best suited for businesses with revenues above CAD 250,000, or those approaching significant changes such as expansion, partnership, or succession planning.
What's Included:
- In-depth assessment of incorporation status
- Holding company analysis
- Dividend and salary mix optimization
- Capital gains planning
- Retirement readiness assessment
- Two formal strategy sessions per year
- Comprehensive annual planning document
- Ongoing email access throughout the year
Engagement Structure:
Initial assessment session — current structure, goals, and key risks identified
Written strategy document developed and delivered (4–6 weeks)
Strategy walkthrough session — questions, priorities, and next steps agreed
Mid-year review session + email support as questions arise throughout the year
Annual engagement
CAD 920 / year
Which Service Is Right for You?
These services can be engaged individually or in combination. Many clients begin with tax preparation and add payroll or advisory as their business grows.
| Feature | Payroll CAD 240/mo |
Tax Prep CAD 475/filing |
Advisory CAD 920/yr |
|---|---|---|---|
| Payroll processing & CRA remittances | — | — | |
| T4 / T4A preparation | — | — | |
| T2 corporate tax return | — | — | |
| HST / GST filing | — | — | |
| Pre-filing walkthrough session | — | ||
| Corporate structure & compensation analysis | — | — | |
| Annual planning document | — | — | |
| Ongoing email access throughout year | — | — | |
| Best for | Businesses with staff needing reliable payroll | Business owners wanting thorough annual filing | Businesses >250K revenue planning for growth |
Shared Across All Services
Encrypted Data Handling
All client documents are shared and stored through encrypted, Canadian-hosted platforms.
CPA Ontario Standards
All work is conducted in accordance with CPA Canada and Ontario regulatory requirements.
Internal Second Review
Every filing and deliverable is reviewed by a second team member before submission or delivery.
Deadline Adherence
Filing and remittance deadlines are tracked rigorously. Clients are notified well in advance of any required action.
Client Confidentiality
Financial information is treated with professional confidentiality and never shared outside the direct engagement.
Annual CPD Completion
The team completes required continuing professional development annually, with focus on Ontario and CRA regulatory changes.
Straightforward, Fixed Fees
All prices are in Canadian dollars. No hourly billing, no hidden charges. If your situation falls outside the standard scope, we discuss it before any additional work begins.
Payroll
Management & Compliance
CAD 240
per month
- 1–25 employees
- Full payroll cycle
- T4s & year-end
Tax Preparation
Year-End Filing & Review
CAD 475
per filing
- T2 / T1 / HST
- Ontario credits review
- Pre-filing walkthrough
Advisory
Structure & Optimization
CAD 920
per year
- 2 strategy sessions
- Annual planning doc
- Ongoing email access
Not Sure Which Service Fits?
A brief initial conversation is the clearest way to find out. We will ask about your business, tell you what we think applies, and give you a straightforward picture of what working together would look like.
Start the Conversation