FOR INCORPORATED SMALL BUSINESSES
Your Books, Year-End and Corporate Tax Return — Handled by One CPA Team
Monthly bookkeeping for a fixed monthly fee, plus your year-end financial statements and T2 from the same CPA team. No coordinating a bookkeeper and an accountant — every fee is quoted upfront.
✅ Upfront pricing. No surprises. ✅ Senior team, every time.
One Team Covers
Everything From Monthly Books to Your T2
✅ Bookkeeping and bank reconciliations, every month
✅ GST/HST filings
✅ Year-end financial statements
✅ T2 corporate tax return
✅ A planning meeting with a CPA before your year closes
Bookkeeping starting at $300 / month
Year end T2 starting at $2,250 / month
THE USUAL WAY
Sound Familiar?
Year-End Turns into a Scramble
Twelve months of receipts and statements get pulled together at once — and then the questions start.
Two Firms, Two Bills
Your bookkeeper and your accountant work separately, and you end up passing messages between them.
A Surprise Invoice at Tax Time
The year-end bill depends on how messy the books were — you don’t find out until it arrives.
A BETTER WAY
Why Your Books and
Year-End Belong Together
When the same CPA team keeps your book all year, year-end isn’t a rebuild— it’s a review. Fewer adjusting entries, fewer questions back to you, and a return filed on time.
“You know your business and we know accounting”
Care over volume. Human-led. Empowered by tech.
A Faster, Cleaner Year-End
Your records are reconciled and reviewed monthly, so your financial statements and T2 start from clean numbers.
One Senior Contact
One person who knows your file, start to finish. No
re-explaining your business to a new face every year.
Planning, Not Just Filing
Because we see your numbers every month, we can talk salary versus dividends, instalments and timing before your year closes — not after.
HOW IT WORKS
Three Steps to Getting Started
We contact your accountant
A professional courtesy letter and file request goes out to your previous accountant from us. You stay out of it.
We handle the transfer
Books, prior filings, CRA authorizations, practice-software access. Typically done inside two weeks.
Any time of year
Mid-year switches are routine, and so is catching up books that have fallen behind.
If we miss a remittance deadline, we pay the penalty — not you.
Behind on your books? Catch-up work is quoted separately and upfront, before we begin.
SERVICES AND PRICING
Upfront Pricing. No surprises.
Your bookkeeping is a fixed monthly fee.
Your year-end financial statements and T2 are invoiced separately once a year.
Both are quoted before we start.
Billed Monthly
Monthly Bookkeeping
Starting at $300 / month
A fixed monthly fee, based on the size and activity of your business.
✅ Bookkeeping and reconciliations
Transactions categorized and bank and credit card accounts reconciled every month.
✅ GST/HST filings
Prepared and filed on your reporting schedule, straight from your up-to-date books.
✅ Monthly reports
A clear income statement and balance sheet, so you always know where you stand.
Invoiced Annually
Year-End & Corporate Tax
Starting at $2,250 / year
Invoiced separately once your fiscal year closes, and quoted upfront.
✅ Year-end financial statements
Prepared by CPAs from the books we’ve kept all year.
✅ T2 corporate tax return
Prepared and filed with your provincial schedules - on time, every year.
✅ Year-end planning meeting
Time with a CPA before your year closes to plan owner pay and taxes.
Let’s See If We’re a Good Fit
Please fill out the form to give us a bit of information. Once we have this, we can better understand your needs and we’ll send you a link to book a free 30 minute call with one of our Partners.