Pricing that fits your budget.

Simple, straightforward pricing for everything your business needs.

Membership Plans

$597+
/month
Monthly Accounting

For staying organized and compliant

What’s included
  • Dedicated CPA
  • Organize your income, expenses, and receipts
  • Unlimited email support
  • Add on : Business Tax Filing
$4,997
/year
Tax Planning

Explore strategies and professional insights

What’s included
  • One year commitment
  • Monthly strategy calls
  • Tax Planning
  • Add on : Tax Planning
  • Add on : Employee On-boarding & Payroll
$4,997
/month
Fractional CFO

Outsource your entire accounting department.

What’s included
  • Includes all Monthly and Tax Planning services
  • Weekly strategy calls
  • Full service employee payroll and benefits filing
  • Unlimited Email, WhatsApp and phone support
  • Government, Bank, and Finance Liaison
  • CRA Audit Defense
Add-on at checkout: Premium Access Upgrade
Direct text access to Lucas via WhatsApp, Bank Loan/Finance Liaison, Government Liaison, Tax Planning, Tax Filing, and CRA Audit Defense.

Frequently Asked Questions

Are there any hidden fees I should know about?

No, we do not have any hidden fees. We provide transparent pricing upfront and will communicate any additional fees or charges before we start work.

How do you customize your service to meet individual clients' needs?

We work closely with each of our clients to understand their unique needs and goals. We can tailor our bookkeeping and accounting services to fit your specific industry, size, and scope of your business. Our team will take the time to understand your business and provide personalized recommendations to help you achieve your financial goals.

What's included in your bookkeeping service?

Our bookkeeping service includes organizing and maintaining your financial records, such as bank statements, invoices, and receipts, on a regular basis. We can also reconcile your accounts, create financial reports, and provide customized insights to help you better understand your financial position. Our goal is to ensure that your financial records are accurate, up-to-date, and organized, so you can make informed decisions for your business.

How can I save money on bookkeeping or income tax preparation services?

We can provide guidance on ways to improve your financial records and streamline your processes, which can help you save time and money. We also offer bundled packages that may be more cost-effective than individual services.

Can you guarantee me a huge tax refund?

No, we do not guarantee a tax refund. It's important to be cautious of anyone who makes such claims, as there are many factors that can affect your tax refund, and no one can guarantee a specific result. Our goal is to help you maximize your refund and minimize your tax liability within the boundaries of the law. We will work closely with you to understand your financial situation and identify all the deductions and credits that you may be eligible for. We will also provide guidance on ways to improve your tax situation in the future.

Don't take my word for it.

See what my clients are saying.

4.8
FROM OVER
24
REVIEWS
By the way...

I'm an ELITE Certified QuickBooks ProAdvisor

When I ask business owners what their biggest challenge is, they all tell me one thing: “getting organized in my QuickBooks company file.” That’s why I decided to become a Certified QuickBooks ProAdvisor. This designation allows me to showcase that I can help you get organized on QuickBooks using my skills and expertise.

And trust me, it works.