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Choose the plan that suits your needs

Abstract Background

Small Business Plan

For your basic needs

$275

per month

$3600

annually

  • Monthly bookkeeping (basic transactions and reconciliations)

  • Quarterly GST/HST filing

  • Basic payroll services for up to 5 employees

  • Annual tax preparation and filing

  • Up to 2 hours of consultation support per month (additional hours at $75/hour)

Medium Business Plan

A bit more advanced

$450

per month

$5000

annually

  • Monthly bookkeeping (including more complex transactions)

  • Monthly or quarterly GST/HST filing as needed

  • Payroll services for up to 15 employees

  • Annual tax preparation and filing with a mid-year review

  • Up to 4 hours of consultation support per month (additional hours at $65/hour)

  • Financial planning support and advice

Best Value

Large Business Plan

Everything you need

$750

per month

$8250

annually

  • Comprehensive bookkeeping (daily or weekly, as needed)

  • Monthly GST/HST filing

  • Full payroll management for more than 15 employees

  • Quarterly tax reviews and annual filing

  • Up to 8 hours of consultation support per month (additional hours at $60/hour)

  • Tax strategy planning, financial audits, and custom reporting

Add-On Services (Optional Extras)

Annual Return Filing:

  • Price: $125 per filing

​Financial Statement Preparation:​

  • Price: $300 for small businesses (basic financial statements)

  • Price: $500 for medium businesses (includes profit and loss, balance sheet, and cash flow statements)

  • Price: $750+ for large businesses (includes detailed reports, analysis, and customized insights)

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Quarterly Business Reviews (for clients who want additional oversight):​

  • Price: $200 per quarter (includes financial health check, advice on improvements, and strategy sessions)

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Additional Consultation Hours:

  • Small Business Plan: $75/hour

  • Medium Business Plan: $65/hour

  • Large Business Plan: $60/hour

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Tax Strategy Planning Sessions:

  • Price: $350 per session (for deep dives into tax-saving opportunities and optimizing tax efficiency)

What Our Clients Say

Stephanie

"I'm a mother of 2, with a son expecting a child of his own. Barely making it paycheck to paycheck. While I didn't qualify for any additional benefits, unbeknownst to myself, my children did qualify."

© 2020 CPCATS

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