top of page
image (3).png

Engagement Levels

The right accountant doesn’t just file returns, they unlock growth.​

​

Choose the level of support that fits your business and let’s build something stronger, together.

Core Essentials

Best for: New corporations, startups and entrepreneurs

​

Focus: Compliance setup & tax filing

​

Includes:

​

  • Corporate tax return preparation (T2)

  • Personal tax returns (T1)

  • CRA account setup, review, and year-end reconciliation

  • Year-end filing package

  • Fixed-fee, flat monthly rate

Inquire Now

Core Managed

Best for: Growing businesses, consultants and investors

​

Focus: Monthly accounting + compliance management

​

Includes everything in Essentials, plus:

​

  • Monthly bookkeeping & bank reconciliation

  • Payroll management—processing, T4s, ROEs

  • HST remittance support 

  • CRA correspondence handling

  • Quarterly financial review calls

  • Email & phone support

Inquire Now

Core Advisory

Best for: Incorporated businesses requiring proactive planning

​

Focus: Strategic support, financial advisory, and audit readiness​​

​

Includes everything in Core Managed, plus:

​

  • Full-service CRA audit representation & support

  • Advanced tax and corporate structaure planning

  • Monthly advisory meetings—performance, cashflow, growth planning

Inquire Now
Image by Sean Pollock

Get Started

Initial Consultation

Schedule a free 30-minute call to discuss your needs and how we can help.

Custom Proposal

Receive a tailored service plan designed specifically for your business situation.

Onboarding

We'll guide you through a smooth transition with our easy, secure onboarding process.

Ongoing Partnership

Enjoy peace of mind knowing your finances are optimized and compliant.

Towers from Below

Need a Customized Package?

Looking for services not listed or need a tailored solution for your business or personal needs?

Contact us today — we’ll build a custom package that works for you.

bottom of page