Corporate Bundles (fully customizable)

Quarterly Bookkeeping

Essentials Package

$299/month

Ideal for solo owned startups
(quarterly oversight)

  • Quarterly Bookkeeping
  • 1,000 annual bank/credit card transactions/units
  • 2x bank/credit card account reconciliations
  • QuickBooks Online EasyStart Subscription Included
  • 1x T2 Corporate Tax Return
  • 1x GST/HST Sales Tax Return
  • 1x T1 Basic Personal Tax Return
  • 1x T5 Dividend Tax Slip prep/filing
  • Light annual technical/tax planning support
Monthly Bookkeeping

Growth Package

$595/month

Ideal for growing business
(monthly oversight)

  • Monthly Bookkeeping
  • 2,000 annual bank/credit card transactions/units
  • 3x bank/credit card account reconciliations
  • QuickBooks Online Essentials Subscription Included
  • 1x T2 Corporate Tax Return
  • 1x GST/HST Sales Tax Return
  • 1x T1 Basic Personal Tax Return
  • 1x T5 Dividend Tax Slip prep/filing
  • Enhanced technical/tax planning support
Monthly Bookkeeping

Professional Package

$999/month

Ideal for established/scaling business
(monthly oversight)

  • Monthly Bookkeeping
  • 3,500 annual bank/credit card transactions/units
  • 4x bank/credit card account reconciliations
  • QuickBooks Online Plus Subscription Included
  • 1x T2 Corporate Tax Return
  • 4x GST/HST Sales Tax Returns
  • 2x T1 Basic Personal Tax Returns
  • 2x T5 Dividend Tax Slip prep/filing
  • Premium technical/tax planning support

Sole-Proprietor Bundles (fully customizable)

Quarterly Bookkeeping

SP Essentials Package

$249/month

Ideal for sole-proprietor startups
(quarterly oversight)

  • Quarterly Bookkeeping
  • 1,000 annual bank/credit card transactions/units
  • 2x bank/credit card account reconciliations
  • QuickBooks Online EasyStart Subscription Included
  • 1x GST/HST Sales Tax Return
  • 1x T1 Basic Personal Tax Return
  • 1x T2125 (Statement of business income)
  • Light annual technical/tax planning support
Monthly Bookkeeping

SP Growth Package

$525/month

Ideal for growing sole-proprietorships
(monthly oversight)

  • Monthly Bookkeeping
  • 2,000 annual bank/credit card transactions/units
  • 3x bank/credit card account reconciliations
  • QuickBooks Online Essentials Subscription Included
  • 1x GST/HST Sales Tax Return
  • 1x T1 Basic Personal Tax Return
  • 1x T2125 (Statement of business income)
  • Enhanced technical/tax planning support
Monthly Bookkeeping

SP Professional Package

$899/month

Ideal for growing/scaling sole-proprietorship
(monthly oversight)

  • Monthly Bookkeeping
  • 3,500 annual bank/credit card transactions/units
  • 4x bank/credit card account reconciliations
  • QuickBooks Online Plus Subscription Included
  • 4x GST/HST Sales Tax Returns
  • 2x T1 Basic Personal Tax Returns
  • 1x T2125 (Statement of business income)
  • Premium technical/tax planning support

Back-Tax Bundles

Ideal for those that need help with unfiled tax returns (fully customizable)

Corporate Bundle

Price starting at: $2,450 per year
Annual bundle
  • 500 annual bank/credit card transactions/units
  • 2x bank and/or credit card reconciliation
  • 1x Corporate Tax Return
  • 1x Personal Tax Return
  • 1x GST/HST Sales Tax Filing
  • 1x Preparation/Filing of T5
  • Technical/tax planning support to minimize your taxes owing

Sole-Proprietor Bundle

Price starting at: $1,695 per year
Annual bundle
  • 500 annual bank/credit card transactions/units
  • 2x bank and/or credit card reconciliation
  • 1x Personal Tax Return
  • 1x T2125 Sole-Proprietor (Statement of business income)
  • 1x GST/HST Sales Tax Filing
  • Technical/tax planning support to minimize your taxes owing
Smart Business AccountingContact Information
Canada-wide accounting solutions at your fingertips
Mailing: 6246 Rama Road, Ramara, Ontario, L3V0S3
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Our locationsBased in Ramara, proudly serving Orillia and Simcoe County.
We are fully cloud-based—no commute required.
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