Our Accounting Packages

Flexible accounting packages designed for your business at every stage - from startup foundations to strategic advisory.

Ideal for new businesses or sole proprietors seeking accurate, compliant bookkeeping aligned with CRA requirements.

Includes:

  • Monthly bookkeeping and bank/credit card reconciliations

  • Income and expense categorization

  • Cloud-based accounting using QuickBooks Online

  • GST/HST/PST tracking and filing preparation

  • Quarterly financial statements (prepared every three months)

  • Email support for routine accounting questions

Best for: Startups, Contractors, and Sole Proprietors needing a compliant financial foundation.

Foothills

Foundational accounting support for small businesses & startups $300-$500/month

Start With Foothills

Designed for growing businesses that require consistent reporting, proactive compliance oversight across provincial requirements.

Includes:

  • Everything in the Foothills Package

  • Monthly financial statements (Profit & Loss, Balance Sheet)

  • GST/HST/PT filing and compliance monitoring

  • Quarterly financial check-ins/meetings as required

  • Priority email support

Best for: Small to mid-sized businesses seeking structured reporting and dependable compliance.

Ridgeline

Clear, compliant financial reporting as your business grows $600-$800/month

Start With Ridgeline

Glacier

Advanced accounting support with stability and precision $900-$1500/month

Built for established businesses requiring deeper financial oversight, multi-employee support, and year-end readiness.

Includes:

  • Everything in the Ridgeline Package

  • Payroll processing, source deductions, CRA remittances, T4 Filing (up to 30 employees)

  • Cash flow monitoring and forecasting

  • Year-end financials preparation

  • Expense review and optimization insights

  • CRA correspondence support

  • Priority email and online support

Best for: Incorporated businesses and growing teams seeking accuracy, control, and peace of mind.

Start With Glacier

Summit Advisory

Strategic financial partnership at the highest level **Designed for businesses with complexity, scale, or strategic planning needs beyond standard accounting.

Our most comprehensive offering, combining full-service accounting with ongoing advisory support tailored to your business.

Includes:

  • Everything in the Glacier Package

  • Payroll processing, source deductions, CRA remittances and T4 filings (over 30 employees)

  • Subcontractor (tracking with T4A/T5018 preparation)

  • Prepaid Expenses/Accruals

  • Budgeting, forecasting, and growth planning

  • Project reporting and/or custom financial reporting

  • Priority access and dedicated support

Best for: Business owners seeking a trusted financial partner to support long-term growth, profitability, and informed decision-making.

Start With Summit Advisory

Add On Services

Bookkeeping Services:

-QuickBooks Set Up/Commitment $500 (includes two follow up meetings)

-Catch Up Bookkeeping $80/hour

-Remediation Work $150/hour

Tax Services/Compliance Filings:

-Corporate Tax Returns $1500-$2200

-Sole Proprietor Tax Returns $750 (custom quotes available)

-T4, T5, T4A, T5018 Filings (custom quote available)

Contact Us To Learn More

Which Package Is Right For You?

From Foothills to Summit, we provide accounting support that grows with your business.

  • Choose Foothills if:

    • You are a startup, contractor, or sole proprietor

    • Your transactions are straightforward

    • You need compliant bookkeeping and reliable reporting

    • You don’t require payroll or advanced planning yet

    This package provides a strong, compliant foundation.

  • Choose Ridgeline if:

    • Your business is growing and more active month-to-month

    • You want regular financial statements to track performance

    • You need GST/HST compliance support

    • You value quarterly check-ins and structured reporting

    This package adds consistency and clarity as your business grows.

  • Choose Glacier if:

    • You are incorporated or employ staff

    • Payroll and CRA remittances are required

    • You want cash flow insight and year-end readiness

    • Accuracy, control, and compliance are critical

    This package offers deeper oversight and peace of mind

  • Choose Summit if:

    • Your business has complex operations or rapid growth

    • You manage larger teams, subcontractors, or multiple revenue streams

    • You want proactive financial guidance, not just reporting

    • You rely on financial data to make strategic decisions

    This package provides a true financial partnership — not just accounting.

  • We’re happy to recommend the best fit based on:

    • Business size and structure

    • Transaction volume and payroll needs

    • Growth plans and reporting requirements

    📩 Schedule a consultation and we’ll guide you to the right level of support.

Contact Us

“We believe professional accounting is an investment in clarity, compliance, and long-term stability”