Accounting & Compliance

Clean books. Calm mind. Solid foundation.

You focus on building your business.
We take care of the financial groundwork that keeps everything organized, compliant, and stress-free.

Accounting & Compliance is designed for business owners who want accurate records, timely filings, and clarity — without the need for ongoing strategic advisory.

  • ✔ Monthly bookkeeping & reconciliations

    ✔ Year-end financial statements (Balance Sheet, Income Statement, Cash Flow)

    ✔ Business tax filings

      T1 + T2125 (sole proprietors)

        T2 (incorporated businesses)

    ✔ GST/HST filings

    ✔ Cloud accounting setup & optimization

    ✔ Payroll coordination (if applicable)

    ✔ CRA correspondence support (non-audit)

    ✔ Periodic performance snapshot & review (1–2× per year)

  • This role focuses on financial execution and compliance based on the activity of the year.

    We ensure filings are accurate, complete, and optimized within the facts on record.

    Forward-looking tax planning, forecasting, restructuring, and ongoing financial leadership are handled separately through Fractional CFO Advisory.

  • From CA$395 / month

    Pricing varies based on:
    • business structure (sole proprietor vs corporation)
    • transaction volume
    • payroll complexity
    • reporting requirements

    Final pricing is confirmed after initial consultation.