What you get with Platinum
Our most chosen plan, built for strategic business owners who want a true finance partner. Full monthly bookkeeping, quarterly CPA meetings, and proactive structuring guidance keep your business optimized and audit-ready.
What’s included
- Full bookkeeping (monthly). Complete monthly bookkeeping with reconciled accounts and management-ready financial statements.
- HST filings. Monthly or quarterly HST returns prepared and filed accurately and on schedule.
- CRA correspondence support. We handle CRA letters, notices, and information requests end to end.
- Quarterly CPA meetings. Sit down with your CPA every quarter to review results and plan your next moves.
- Priority CRA notice handling. Time-sensitive CRA notices are escalated and actioned ahead of the queue.
- Business structuring guidance. Strategic advice on corporate structure, compensation, and tax-efficient growth.
Ready to get started?
Lock in save $200/mo while this pricing lasts. Book a free 30-minute consultation and we’ll have you set up in no time.
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