Look, nobody likes dealing with CRA, but we've been doing this for tech companies since 2011. We know the SR&ED credits, the digital economy nuances, and all those little deductions most accountants miss.
Our Process (No Surprises)
Q4 Planning Session
We meet in November/December to look at your year and plan any last-minute moves. This is where the magic happens.
Year-End Prep
We'll request your docs via our secure portal - usually takes about 2 weeks to get everything together. No fax machines involved.
Filing & Strategy
We file on time (obviously) and give you a report breaking down what happened and what to expect next year.
What's Included
- T2 corporate return preparation and filing
- SR&ED tax credit applications (if applicable)
- Tax planning strategies for digital businesses
- Provincial tax optimization
- CRA correspondence handling
- Quarterly tax estimate calculations
Straightforward Pricing
| Tier | Annual Revenue | What You Get | Price |
|---|---|---|---|
| Starter | Under $250K | Basic T2, one province, email support | $1,200/year |
| Growth | $250K - $1M | Full service, quarterly planning, priority support | $2,400/year |
| Scale | $1M - $5M | Everything + SR&ED, multi-province, dedicated advisor | $4,500/year |
| Enterprise | $5M+ | Custom solution with strategic tax planning | Custom quote |
Prices shown are base fees. Complex situations might cost more - we'll always let you know upfront.
Stories from the Trenches
SaaS Startup - $180K Saved
Client: B2B analytics platform, 8 employees
They came to us after their previous accountant missed their SR&ED eligibility for two years running. We went back, amended their returns, and recovered about $180K in tax credits. Then we restructured how they classified their dev expenses going forward. They're now getting about $60K back annually.
SR&ED Tax RecoveryE-commerce Co - Cross-Border Complexity
Client: Digital goods marketplace, $3M revenue
Their situation was messy - selling to US customers, remote team split between BC and Ontario, inventory in the States. We helped them set up proper transfer pricing, optimized their provincial allocation, and got their US tax obligations sorted. Saved them from a potential nightmare audit situation.
Cross-Border Multi-Province
You're not ready for a $200K/year CFO, but you need someone who actually understands startup finances. That's where we come in - we've helped dozens of tech companies navigate fundraising, cash flow crunches, and growth planning.
What Working Together Looks Like
Monthly Check-ins
We meet for an hour or two every month to review your numbers, talk through what's happening, and plan ahead. Think of it as having a financial co-pilot.
Dashboard Setup
We'll build you a real-time financial dashboard so you always know where you stand. No more "I think we have enough runway" situations.
Fundraising Support
When you're raising money, we help prep your financials, build your model, and make sure everything looks investor-ready. We've been in those pitch meetings.
On-Demand Advice
Big decision coming up? Weird financial situation? Just text or call - you're not bothering us, that's literally what you're paying for.
Flexible Engagement Options
Advisory Lite
$1,500/mo
- Quarterly strategy sessions
- Basic dashboard setup
- Email support
- Budget planning
Good for pre-revenue or bootstrapped
Part-Time CFO Popular
$3,500/mo
- Monthly strategy meetings
- Advanced dashboard & metrics
- Phone/text support
- Fundraising prep
- Scenario modeling
Perfect for growing startups
Full CFO Partnership
$6,500/mo
- Weekly check-ins
- Full financial management
- 24/7 support
- Board meeting prep
- M&A support
For scaling companies with complex needs
How We've Helped
AI Startup - Series A Success
Client: Machine learning platform, pre-revenue
They'd been bootstrapping for 18 months and decided to raise a Series A. We came in 3 months before their roadshow, cleaned up their financial model (it was... optimistic), built proper unit economics, and helped them tell a coherent financial story. They ended up raising $4.2M at a better valuation than expected. The lead investor specifically mentioned how impressed they were with the financial prep.
Fundraising Financial ModelingMobile App - Cash Flow Crisis Averted
Client: Consumer app, $800K ARR
They called us in a panic - their bookkeeper had quit and they just realized they were 6 weeks from running out of money. We did an emergency financial review, found about $40K in unnecessary subscriptions and expenses, renegotiated their AWS bill, and restructured their contractor payments. Then we built them a proper cash flow forecast so they'd never be surprised again. They're still running two years later.
Crisis Management Cash Flow
Honestly, bookkeeping isn't glamorous. But messy books will bite you eventually - during fundraising, at tax time, or when you're trying to make a big decision. We keep everything organized so you can focus on actually running your business.
Pretty Simple, Actually
Bookkeeping Services
- Bank & credit card reconciliation
- Accounts payable & receivable
- Monthly financial reports
- Expense categorization
- Receipt management (we use Dext)
- Software integrations
Payroll Services
- Employee & contractor payments
- Source deduction remittances
- T4/T4A prep and filing
- ROE preparation
- Benefits & vacation tracking
- CRA compliance monitoring
Our Tech Stack
We work with whatever you're using - QuickBooks Online, Xero, Wave, FreshBooks. If you're not set up yet, we'll recommend the best fit for your situation. We also integrate with Stripe, Shopify, PayPal, and pretty much any payment processor you can think of.
Pricing Based on Volume
| Monthly Transactions | Bookkeeping | Payroll (per run) | Combined |
|---|---|---|---|
| Under 50 | $350/mo | $80 + $8/employee | Starting at $430/mo |
| 50 - 150 | $650/mo | $80 + $8/employee | Starting at $730/mo |
| 150 - 300 | $950/mo | $100 + $10/employee | Starting at $1,050/mo |
| 300+ | Custom | Custom | Let's talk |
Add-Ons Available
- Catch-up bookkeeping: $95/hour
- Multi-entity management: +$200/mo per entity
- Inventory tracking: +$150/mo
- Weekly reports: +$100/mo
What's Not Included
- Tax filing (that's separate)
- Financial planning/strategy
- Audit representation
- Legal compliance beyond basics
Real Situations We've Fixed
E-Commerce Store - 2 Years of Catch-Up
Client: Shopify store, $1.2M revenue
They'd been "doing it themselves" which really meant shoving receipts in a drawer and hoping for the best. When they came to us, nothing had been entered for 24 months. Took us about 60 hours to get everything sorted, reconcile their Shopify/Stripe data, and get them current. Now we handle it monthly and it's smooth sailing. The owner says he sleeps better knowing it's handled.
Catch-Up E-commerceAgency - Payroll Compliance Issues
Client: Digital marketing agency, 12 employees
They got a letter from CRA about missed source deduction remittances - turns out their previous payroll person had been cutting corners. We sorted out the arrears, set up proper remittance schedules, and got them back in CRA's good books. Then we took over their full payroll so it wouldn't happen again. Been running clean for 3 years now.
Payroll Compliance Fix
Sales tax in Canada is weirdly complicated, especially for digital businesses selling across provinces or internationally. We deal with this stuff daily so you don't have to figure out if your SaaS product is HST-exempt or what happens when you sell to Alberta.
What We Handle
Regular Filing
- Monthly, quarterly, or annual returns
- Input Tax Credit optimization
- Multi-province PST/QST filing
- Deadline tracking & reminders
- CRA correspondence
Strategic Consulting
- GST/HST registration advice
- Digital service tax rules
- Cross-border sales guidance
- Supply chain optimization
- Exemption & zero-rating analysis
Common Mistakes We See
- Not registering when you hit $30K in revenue (hello penalties)
- Charging wrong tax rates for different provinces
- Missing ITC claims on legitimate expenses
- Incorrect treatment of digital products/services
- Not understanding place-of-supply rules
Simple Pricing Structure
Annual Filer
$350
per return
- ✓ One return per year
- ✓ Basic ITC review
- ✓ Email support
Quarterly Filer
$250
per return
- ✓ Four returns per year
- ✓ Detailed ITC review
- ✓ Phone support
- ✓ Compliance monitoring
Monthly Filer
$200
per return
- ✓ 12 returns per year
- ✓ Comprehensive ITC optimization
- ✓ Priority support
- ✓ Strategic tax planning
Additional Services
- Multi-province PST registration & filing: +$150 per province/return
- Quebec QST filing: +$175 per return
- GST/HST voluntary disclosure: Starting at $1,500
- Sales tax consultation: $225/hour
- CRA audit support: $275/hour
- International sales tax advisory: Custom quote
Problems We've Solved
SaaS Company - Avoided $85K in Penalties
Client: Cloud software provider, selling across Canada & US
They'd hit $30K in revenue 18 months before coming to us but never registered for GST/HST. Whoops. We did a voluntary disclosure before CRA caught it, which saved them from significant penalties. Then we straightened out their tax collection going forward and helped them understand the digital services rules. They were charging the wrong tax in about half their transactions.
Voluntary Disclosure Digital ServicesMarketplace Platform - Multi-Province Nightmare
Client: Online marketplace connecting buyers and sellers
Their business model meant they were deemed to be the supplier for GST/HST purposes, but they also had nexus in BC, SK, and MB for PST. Total mess. We registered them properly in each jurisdiction, set up their systems to track tax correctly by location, and now handle all their filings. It's complex but we've got it running smoothly.
Multi-Province Marketplace
Sometimes QuickBooks reports just won't cut it - maybe you're raising money, applying for a loan, or dealing with an audit. We prepare proper financial statements that meet professional standards and make you look like you know what you're doing.
Types of Engagements We Do
Notice to Reader (NTR)
The most common type - we compile your financial statements without providing assurance. Good enough for most banks and situations.
Timeline: Usually 2-3 weeks after we get your year-end info
Review Engagement
More involved - we do analytical procedures and provide limited assurance. Required by some lenders and investors.
Timeline: 3-4 weeks, involves more back-and-forth
Audit Support
If you're getting audited (either by CRA or a financial audit), we can help. We'll work with your auditors, prepare schedules, answer questions, and basically make sure things go as smoothly as possible. Most audits are way less scary with proper support.
What's Included
- Balance sheet
- Income statement
- Cash flow statement
- Notes to financial statements
- Year-over-year comparatives
- Detailed schedules (if needed)
- PDF and Excel formats
- One round of revisions