Memberships

My memberships provide ongoing bookkeeping, tax compliance, and strategic financial guidance to
help you stay organized and make confident decisions year-round.

Foundation

Starting at
$350/month

Ideal for creators looking for reliable bookkeeping and tax compliance.

✔ Monthly bookkeeping

✔ HST filings

✔ Annual T2 corporate return OR self-employed T1 return

✔ Year-end financial statements

✔ Annual tax planning meeting

✔ Email support

Growth

Starting at
$550/month

For growing businesses ready for proactive financial guidance.
Includes everything in Foundation plus:

✔ Quarterly Strategy Sessions

✔ Budgeting

✔ Cash flow planning

✔ KPI reporting

✔ Tax planning throughout the year

✔ Priority support

Elevate

Starting at
$950/month

Your fully outsourced finance partner.
Includes everything in Foundation + Growth plus:

✔ Monthly strategy meetings

✔ Financial forecasting

✔ CRA correspondence

✔ Payroll support

✔ Personal financial review and tax planning

✔ Long term business planning

Not looking for a membership?

Get the support you need, when you need it.

Not every financial need requires ongoing support. Whether you need help filing your personal taxes, setting up payroll, catching up on bookkeeping, or handling a specific filing, I offer standalone services tailored to you and your business.

  • Starting at $250

    Straightforward, stress-free tax filing with a CPA who takes the time to understand the full picture.

    Services include:

    • Personal tax returns (T1)

    • Self-employed tax returns

    • Rental and investment income

    • Multiple sources of income

    • Tax planning and estimates

    • CRA correspondence and adjustments

    Self-employed returns starting at $350.

  • Starting at $750

    Already have your bookkeeping handled? I can prepare your year-end corporate tax return and help make sure your business stays compliant.

    Services can include:

    • Corporate tax return (T2)

    • Year-end financial statements

    • Tax payable estimates

    • Tax planning recommendations

  • Pricing based on your needs

    Need help with something specific? I also offer additional accounting, tax, and financial support on a standalone or add-on basis.

    Services include:

    • Payroll setup and processing

    • HST/GST returns

    • T4 and T5 information returns

    • Catch-up and clean-up bookkeeping

    • CRA correspondence and adjustments

    • Tax planning

    • Budgeting and cash flow planning

    • Incorporation and business structure guidance

    • Salary vs. dividend planning

    • One-time financial strategy sessions

Book a free discovery call