Quote builder

Configure the engagement. Pricing updates instantly for a professional client-ready estimate.

Client / business name

Contact email

Prepared by

Business profile

Business size

Structure

Industry complexity

Employees (T4 staff)

Contractors / directors paid

GST/HST filing frequency

Payroll pay frequency

Payroll remittance frequency (CRA)

Bookkeeping volume (approx. txns / month)

Monthly bookkeepingTransaction coding, reconciliations, monthly package

Full-service payrollRuns, stubs, remittances coordination, year-end slips support

GST/HST complianceReturn prep aligned to filing frequency

Client portal & document vaultSecure uploads, requests, status visibility

Quarterly business reviewSnapshot discussion and planning cadence

Year-end working papersMonthly accrual toward year-end package

Corporate tax (T2) supportMonthly reserve toward corporate filing support

Catch-up / cleanup (one-time)Historical catch-up scoped as one-time fee

Discount %

Valid for (days)

Notes for client (optional)

Scope element	Detail	Monthly
Monthly bookkeeping	Small · standard volume · standard complexity	$425
GST/HST compliance	quarterly filing support	$75
Secure client portal	Document vault, requests, engagement visibility	$35
Year-end working papers (monthly reserve)	Toward year-end package	$149
Estimated monthly investment	$684
Estimated annual investment	$8,208

Scope element

Detail

Monthly

Monthly bookkeeping

Small · standard volume · standard complexity

$425

GST/HST compliance

quarterly filing support

$75

Secure client portal

Document vault, requests, engagement visibility

$35

Year-end working papers (monthly reserve)

Toward year-end package

$149

Estimated monthly investment

$684

Estimated annual investment

$8,208