Monthly Service Packages

Choose a tailored monthly package designed to support your business at every stage, from essential compliance to complete strategic advisory.
Scroll to see all 5 packages

Compliance Care

Essential tax and regulatory compliance for straightforward business needs.

  • Corporate tax return filing with the CRA (T2 return)
  • Annual HST return filing with the CRA
  • Annual owner compensation reporting with the CRA (T5/T4)
  • Correspondence with CRA
  • Being available for consultation throughout the year
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Compliance Care +

Complete tax compliance bundled with financial statements and personal tax integration.

Everything included in Compliance Care, and:
  • Preparation of compiled financial statements
  • Preparation and filing of the shareholder’s personal tax return (T1) (up to 1 per company)
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Advisory Edge

Proactive financial strategy and regular health checkups to help grow your business.

Everything included in Compliance Care +, and:
  • Monthly/quarterly HST return with the CRA
  • Assistance with cash flow management strategies
  • Quarterly financial health check up and strategy meetings
Waived onboarding fee
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Strategic Ally

Your full-service outsourced finance department—bookkeeping, forecasting, and monthly advisory.

Everything included in Advisory Edge, and:
  • Monthly bookkeeping reconciliations
  • Cash flow projections and management
  • Monthly financial health check up and strategy meetings
Waived onboarding fee
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For medical professionals

Partner in Health Care

A specialized package custom-built for incorporated medical professionals and health practitioners.

  • Corporate tax return filing with the CRA (T2 return)
  • Annual owner compensation reporting with the CRA (T5/T4)
  • Shareholder’s personal tax return (T1) (up to 1 per company)
  • Bookkeeping for investment portfolio held by company
  • Coordination with financial planners and investment advisors
  • Preparation of payroll schedule and preparation/filing of T4
  • Correspondence with CRA
  • Being available for consultation throughout the year
Optional Add-On: Financial statements prepared upon request
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Compare packages

See what's included in each monthly package at a glance.

Service Feature Compliance Care Compliance Care + Advisory Edge Strategic Ally Partner in Health
Corporate Tax Return (T2)
Annual HST Return — — —
T5 / Simple T4
Financial Statements / Compilation —
Shareholder T1 Personal Return —
Monthly / Quarterly HST Filings — — —
Monthly Bookkeeping Reconciliation — — — —
Assistance with Cash Flow Management — — —
Quarterly Financial Checkups — — — —
Monthly Financial Checkups — — — —
CRA Correspondence
Ongoing Business Advisory

Need something more? See our custom add-ons & project billings.

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