Straight answers to the questions we hear most.
What do I get for $199 a month?
DIY is AI-only bookkeeping: your bank and card feeds are categorized and reconciled daily, you get a live dashboard and a standard chart of accounts, and at year-end you get a clean package for whoever prepares your tax. No accountant reviews the books at this tier. It is built for owners who want current numbers without paying for an accountant's review.
What does Core add over DIY?
An accountant. Core books are reviewed, closed, and signed by a Canadian accountant every month, HST returns are prepared and filed, and you can ask that accountant questions year-round. The price scales with your monthly expenses, starting at $299.
Is the year-end T2 included in the monthly price?
Corporate tax is priced on its own: T2 Starter from $1,000 a year, T2 Standard from $1,500, and a custom quote for complex files. Bundle it with your bookkeeping and the T2 is spread across your monthly price with the bundle discount applied, so there is no separate spring invoice. Tax clients need at least DIY bookkeeping so the return is built from books we can stand behind.
How does the bundle discount work?
Take two services and 10 per cent comes off the monthly total. Take three or more and it is 15 per cent. It is applied on your quote, so the number you see on the call is already the bundled number.
Is there a free trial?
Yes. The 14-day free trial connects your accounts read-only and shows you your live dashboard: money in your pocket, revenue, expenses, and what you owe CRA. No credit card, cancel any time.
Am I locked into a contract?
No. Bookkeeping and payroll are month to month. Tax is a one-time annual engagement. If we are not earning the fee, you leave, and you take clean, current books with you.
My books are behind. What does catch-up cost?
Catch-up is scoped as a one-time project on your discovery call and priced before you commit, based on how many months are behind and the state of the records. Once you are current, the monthly price takes over.
What if my business grows mid-year?
Core pricing moves with your monthly expenses, and the bands are wide enough that normal fluctuation does not change your price. If your business changes in a lasting way, like doubling volume or adding several employees, we re-scope it with you openly before anything changes.