Monthly fee from
$699
Compare monthly fees, transaction limits, reconciliation accounts, payroll add-ons, integrations, and support before you book.
Core Differentiator
One Client. One Dedicated CPA. End-to-End.
| Feature | Foundation plan | Growth plan | Scale plan | Enterprise plan |
|---|---|---|---|---|
| Monthly fee from | $399 | $699 | $999 | $1499 |
| Dedicated CPA accountant | ✓ | ✓ | ✓ | ✓ |
| Monthly transactions or expenses | Up to 50 or $50,000 | Up to 100 or $75,000 | Up to 200 or $125,000 | High volume |
| Bank and credit card accounts | Up to 4 | Up to 6 | Up to 12 | High volume |
| QuickBooks Online Essentials | $70/month + 20% off | $70/month + 20% off | $70/month + 20% off | $70/month + 20% off |
| Cloud document storage | ✓ | ✓ | ✓ | ✓ |
| Bookkeeping Frequency | Monthly | Monthly | Weekly | Weekly, or as needed |
| GST/HST Filing | ✓ | ✓ | ✓ | ✓ |
| Online record access | ✓ | ✓ | ✓ | ✓ |
| T5/T5018 Filing | ✓ | ✓ | ✓ | ✓ |
| Client support | Unlimited | Unlimited | Unlimited | Unlimited |
| Integrations | 1 | 2 | 4 | 6 or More |
| Payroll add-on | $150/month + $10/month per employee | $150/month + $10/month per employee | $150/month + $10/month per employee | $150/month + $10/month per employee |
| Vendor payment support | Available | Available | Available | Available |
| Client invoicing support | Available | Available | Available | Available |
Growth plan
Monthly fee from
$699
Dedicated CPA accountant
✓
Monthly transactions or expenses
Up to 100 or $75,000
Bank and credit card accounts
Up to 6
QuickBooks Online Essentials
$70/month + 20% off
Cloud document storage
✓
Bookkeeping Frequency
Monthly
GST/HST Filing
✓
Online record access
✓
T5/T5018 Filing
✓
Client support
Unlimited
Integrations
2
Payroll add-on
$150/month + $10/month per employee
Vendor payment support
Available
Client invoicing support
Available
We can review your accounts, monthly volume, payroll needs, and reporting deadlines before recommending a starting point.
A business with fewer transactions can still need significant review if it has payroll, GST/HST exposure, shareholder loans, or industry software feeding the books. We have seen 30-transaction files that take more work than 150-transaction ones because of what is behind each entry.
Owners feel the cost of weak bookkeeping when a lender asks for statements, payroll liabilities do not agree, GST/HST is overdue, or a pricing decision has to be made with stale numbers. A clean monthly close prevents those avoidable rushes.
Before work starts, the plan should make clear how many accounts are reconciled, how payroll is handled, what reporting is included, and when volume changes should trigger a scope review. We spell this out upfront because ambiguity is where billing disputes come from.
Pricing FAQ
Start with transaction volume and account count, then factor in payroll, GST/HST filing frequency, and how quickly the owner needs usable reports after month-end. Complexity drives the real cost — not the sticker price.
Rarely. If the business adds accounts, employees, locations, or reporting requirements, the plan should be reviewed. We would rather adjust the scope proactively than let the close start slipping because the engagement no longer fits.
A rough monthly transaction count, the number of bank and credit card accounts, whether payroll is active, and any sales tax or cleanup concerns. That is usually enough to identify the right starting point — we can refine from there.