Pricing
What it costs.
Our fees, so you know roughly what this costs before you book a call.
How we quote
Fixed fees, agreed before the work starts.
Every service carries its own price with the scope beside it. You can see what each piece costs and take only the pieces you want.
The work above is billed at the agreed fee. If something turns up outside that scope, you hear the number before we do it.
The figures below are starting points. A short call settles your number, and it goes in writing first.
Year-end and tax
Corporate tax return (T2)
From $1,500
Starting price
The T2 and its schedules, CRA correspondence through the year, and a look at the small business deduction and the passive income rules that can grind it down. Financial statements are the next line.
Financial statements — compilation
From $1,200
Starting price
Compiled statements under CSRS 4200, the standard that replaced Notice to Reader. Banks, landlords and shareholders asking for a statement are usually asking for this one. That price is for statements done alongside your T2. On their own, from $2,000.
Financial statements — review engagement
From $4,000
Starting price
Limited assurance, for a lender or a shareholder agreement that calls for more than a compilation. Scope varies widely, so the number is confirmed after a call.
Personal tax (T1) — incorporated owner
From $400
Starting price
Your return prepared alongside the corporation: T4 and T5 slips from your own company, the dividend gross-up and credit, tax on split income where it applies, RRSP room driven by the salary we set, and instalments across both entities.
Personal tax (T1) — spouse or family member
From $150
Starting price
A straightforward return filed on the same file as yours. Rental, investment or US schedules move it up.
Monthly
Bookkeeping
From $250/month
Starting price
QuickBooks Online or Xero, reconciled monthly, with GST and PST filing included. Price moves with transaction volume and the number of accounts. Hourly work is $35 where that suits better.
Payroll
From $150/month
Starting price
Runs on your schedule, CRA source deductions remitted on time, and the year-end slips included: T4, T5 and T4A, filed by the end of February. Moves with headcount and pay frequency.
GST and PST filing on its own
From $150
Starting price
Per filing period, where someone else keeps your books. Registration, the right filing frequency, and input tax credits captured.
Slips only — T4, T5, T4A
From $200
Starting price
For the set, where your payroll runs elsewhere. $25 for each slip beyond the first five.
Advisory
Exit Readiness Review
$7,500
Fixed fee
A fixed fee, agreed before anything starts and credited against the work if you go ahead. Four questions answered in writing: what the business is worth, whether the books survive diligence, whether the shares qualify for the capital gains exemption, and whether the number is enough.
Fractional CFO
From $2,500/month
Starting price
Monthly or quarterly. The close and reporting pack, cash flow forecasting, margin analysis, and lender or board reporting. Scoped and priced per engagement.
Professional corporation setup
From $1,500
Starting price
Incorporation and structuring for a regulated practice, within your college’s requirements. BC Registry filing fees are separate and go to the government.
Two examples
What this adds up to.
Two common shapes, added up from the lines above.
Year-end only
You keep your own books. We handle the year-end and the tax.
- Corporate tax return (T2)$1,500
- Compiled financial statements$1,200
- Owner’s personal return$400
- Per year$3,100
Everything handled
Books, payroll and sales tax through the year, then the year-end.
- Bookkeeping and GST, $250 × 12$3,000
- Payroll and year-end slips, $150 × 12$1,800
- Corporate tax return (T2)$1,500
- Compiled financial statements$1,200
- Owner and spouse personal returns$550
- Per year$8,050
Both assume one corporation and books in reasonable order.
What moves the number
Why your quote might differ.
A quote lands above the starting price when one of these applies.
- Books that need cleaning up before the year-end can be worked on. This is the most common reason a first-year fee is higher than the years after it.
- More than one corporation, a holding company, or a trust in the structure.
- Transaction volume and the number of bank, credit card and loan accounts to reconcile.
- Headcount on payroll, and whether there are benefits or multiple provinces involved.
- Rental properties, investment portfolios or US filings on the personal side.
- A CRA review or an audit already underway when you arrive.
Common questions
Questions about fees.
Is the first year more expensive?
Often, yes. Taking over a file usually means fixing something first: a prior year filed loosely, bookkeeping that needs rebuilding, a GST account nobody reconciled. That catch-up is quoted separately, and you see the number before we start it.
Do you bill hourly?
The services above are fixed fees against a written scope. Bookkeeping can run hourly at $35 where that suits better. Anything outside the agreed scope is quoted before it starts.
Can I take only part of this?
Yes. The fees are itemised so you can keep your bookkeeper and send us only the year-end, or take the books and keep filing elsewhere. Plenty of clients do.
Do I pay for the first call?
No. Fifteen or twenty minutes, no charge, and you leave knowing whether this is a fit and what it would cost.
When do you invoice?
Monthly work is billed monthly. Year-end work is billed on delivery. Advisory engagements are agreed in writing before they begin.
Fees shown are starting points for a typical engagement and are not a quote. Your price is confirmed in writing after a scoping call.
Next step
Book a call.
Fifteen or twenty minutes, no charge. You describe the situation, David tells you whether he can help and what it would cost.
info@dsjmaccounting.com