Accounting and tax support built for peace of mind
Three clearly defined packages. Each builds on the one below, giving you a clear path from basic compliance to full confidence and proactive protection.
Bronze
Essential Compliance & Peace of Mind
Stay compliant and eliminate stress, with everything accurate and CRA-ready.
- Bookkeeping & reconciliations (annual)
- Year-end financial statements
- Corporate + personal tax returns
- Owner-manager payroll administration
- Email CPA access, 3-business-day response
Most popular
Silver
Strategic Tax & Financial Clarity
Everything in Bronze, plus the planning and insight to make confident decisions all year.
- Everything in Bronze
- Quarterly bookkeeping & financial recaps
- Tax strategy sessions + a tax savings action plan
- CRA notice assisted response
- Priority email access, 2-business-day response
Gold
Proactive Tax & CRA Confidence
Everything in Silver, plus ongoing optimization and full CRA representation.
- Everything in Silver
- Monthly bookkeeping & financial recaps
- Ongoing proactive tax planning & optimization
- Full CRA representation
- Direct phone & email access, 1-business-day response
Included in every package
Accurate, CRA-ready books
Owner-manager payroll handled correctly
Proactive reminders and clear communication
Secure, cloud-based systems
Compare all packages
| Feature | Bronze | Silver | Gold |
|---|---|---|---|
| CRA-Ready Bookkeeping & Reconciliations | Annual | Quarterly | Monthly |
| Year-End Financial Statements | ✓ | ✓ | ✓ |
| Corporate Tax Return | ✓ | ✓ | ✓ |
| Personal Tax Return (Owner-Manager) | ✓ | ✓ | ✓ |
| Owner-Manager Payroll Administration | ✓ | ✓ | ✓ |
| HST Filings & Compliance | Annual compliance review | Preparation with review | Full preparation & submission |
| Tax Savings Insights Newsletter | Quarterly | Quarterly | Quarterly |
| Financial Confidence Video Recap | Annual | Quarterly | Monthly |
| Tax Strategy Sessions | — | Annual | Quarterly |
| Tax Savings Action Plan | — | Initial plan | Annual refresh |
| CRA Notice Management & Audit Support | — | Assisted response | Full representation |
| Proactive Tax Planning & Optimization | — | — | Ongoing |
| CPA Access | Priority email | Direct phone & email | |
| Response Time | 3 business days | 2 business days | 1 business day or less |
| Proactive Deadlines & Reminders | ✓ | ✓ | ✓ |
| QuickBooks Online (QBO) | ✓ | ✓ | ✓ |
| Secure Client Portal | ✓ | ✓ | ✓ |
Not sure where you fit?
Most clients don't know which tier they need at first, and that's okay. We start with a short conversation to understand where your books are, any CRA or tax concerns, and how proactive you want to be. From there we recommend the best-fit package and adjust as your needs evolve.
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