Books-to-Tax Solutions

End-to-end bookkeeping, financial reporting & corporate tax

Running a business is demanding enough. Your accounting shouldn’t be.

Our Books-to-Tax Solutions bring bookkeeping, GST/HST, payroll, financial statements, and your corporate tax return together into one smooth, stress-free system.

  • You get clean books.
  • You get accurate tax filings.
  • You get a clear picture of your business year-round.
  • And best of all, everything is handled by a CPA.

Whether you need quarterly support or full monthly care, there’s a package designed for exactly where you are right now.

Why Choose a Books-to-Tax Solution?

✔ One CPA responsible for everything

No more passing information between a bookkeeper, year-end accountant, and tax preparer.
We handle the full financial cycle, so nothing falls through the cracks.

✔ Clean, accurate books all year long

Consistent bookkeeping keeps you organized, audit-ready, and stress-free.

✔ CRA deadlines handled

GST/HST filings, payroll remittances, and corporate taxes are tracked and filed on time.

✔ A smoother, predictable year-end

When bookkeeping and tax live in one place, the year-end becomes simple, accurate, and efficient.

✔ Real clarity about your business

You always know where things stand financially, no more guessing.

Bookkeeping Lite

A simple bookkeeping package for low-volume businesses.
$ 400
/month
  • Quarterly Bookkeeping
  • Up to 50 transactions per month
  • 1 bank account + 1 credit card
  • Quarterly reconciliations
  • Quarterly financial statements
  • EasyStart QBO + Dext subscription

Compliance

Quarterly bookkeeping, GST/HST and your corporate tax return.
$ 650
/month
  • Quarterly Bookkeeping
  • Up to 80 transactions per month
  • 2 bank accounts + 2 credit cards
  • Quarterly reconciliations
  • Quarterly financial statements
  • EasyStart QBO + Dext subscription
  • Annual GST/HST filing (under $1.5million in revenue)
  • Annual T2 corporate tax return
  • Annual year end meeting
  • 1 email/phone question per month

Essentials

Monthly bookkeeping, payroll, GST/HST, and your corporate year-end — all in one place.
$ 1,250
/month
  • Monthly Bookkeeping
  • Up to 200 transactions per month
  • 3 bank accounts + 3 credit cards
  • Monthly reconciliations
  • Monthly financial statements
  • QBO Plus + Dext subscription
  • Annual GST/HST filing (under $1.5million in revenue)
  • Annual T2 corporate tax return
  • Quarterly check-in meeting
  • Up to 5 email/phone questions per month
  • Payroll for up to 2 employees
  • Annual owner compensation planning
  • Up to 5 T-slips filed
Popular

CFO Lite

Monthly bookkeeping, forecasting, KPIs, and CFO guidance to keep you on track.
$ 2,250
/month
  • Monthly Bookkeeping
  • Up to 300 transactions per month
  • 4 bank accounts + 4 credit cards
  • Monthly reconciliations
  • Monthly financial statements
  • QBO Plus + Dext subscription
  • GST/HST filing
  • Annual T2 corporate tax return
  • Monthly CFO strategy meeting
  • Unlimited email/phone
  • Payroll for up to 2 employees
  • Annual owner compensation planning
  • Up to 5 T-slips filed
  • Budgeting + forecasting
  • Custom KPI tracking
  • Annual owner T1 return

Premium CFO

Your full accounting department without the full-time cost.
$ 4,250
/month
  • Weekly Bookkeeping
  • Up to 600 transactions per month
  • 6 bank accounts + 6 credit cards
  • Monthly reconciliations
  • Monthly financial statements
  • QBO Advanced + Dext subscription
  • GST/HST filing
  • Annual T2 corporate tax return
  • Monthly CFO strategy meeting
  • Unlimited email/phone
  • Payroll for up to 5 employees
  • Annual owner compensation planning
  • Up to 15 T-slips filed
  • Budgeting + forecasting
  • Custom KPI tracking
  • Annual owner T1 return
  • AR/AP Support
  • Cashflow Planning
  • CRA Representation

Frequently Asked Questions

That is great and will make the onboarding process one step simpler. Given specific Quickbooks Online subscriptions are included in your package we will take on the billing directly from Quickbooks.

Absolutely. this is the best time to reach out to an accountant to get your business books set up. It is also the best time to get a process in place for maintaining your records and meeting all of the CRA’s deadlines. 

Keeping your book’s in order isn’t easy. We are happy to help get your business books accurately up to date. Please contact us for a bookkeeping cleanup quote. 

We would be happy to help clarify our pricing. We can schedule a time to connect and gather some preliminary information of your business (bookkeeping, tax filings, number of staff and desired needs) to ensure we find the right solution for your business. 

Yes, our packages are subject to bookkeeping transaction limits, payroll staffing limits, t-slip filing limits etc… to name a few. 

We would be happy to prepare the year end personal tax return for individuals who have a sole proprietorship, however we do not offer books to tax solutions to unincorporated businesses at this time.

We would be happy to assist you with your investment corporation but he above packages are not the correct fit for a corporation that hold’s investment income or assets. Please contact us for a quote if you have an investment corporation.

Our books to tax solutions enable you to focus on your craft so you have the time to build your business. If you find your business is getting stuck managing the financial side of your business, meeting CRA deadlines or unclear on your business financials, we have a solution for you.