Bundled services for small businesses (Financial statements, returns, and guidance). These packages show pricing per fiscal year.

Regular1

Ideal for companies that want support and assistance.

Basic1

Ideal for companies that need minimal assistance.

Professional Deliverables:
Annual Financial statements (NTR) from a professional accountant Yes Yes
Corporate tax return (T2) from a professional accountant Yes Yes

Professional Accounting Support:
Review of last tax return filed prior becoming a client to assess potential refunds (1 hour) Yes No
Tax planning session to optimize owner compensation (1 hour) Yes No
Year‐end closing meeting with a Bookkeeping Manager (1 hour) No Yes
Year‐end closing meeting with a professional accountant (1 hour) Yes No
Accounting help desk support 4 email inquiries plus
2 telephone support calls		 4 email inquiries

Hosted Accounting Software:
Dractus Engine subscription Yes Yes
Anytime, anywhere (24/7) access to your data via the application portal Yes Yes
Multiple user access 4 users 2 users
Do it yourself data entry Yes Yes
All data is stored in Canada Yes Yes
Daily data back‐up services Yes Yes
Data entry monitoring Automated Automated
Financial data export to excel (revenue and expenses) Yes Yes
Software help desk support Yes Yes

Bookkeeping Support:
Check‐up of your BK Box usage and data input into the Dractus Engine (1 hour analysis) with improvement suggestion letter after your first month in the fiscal year. Yes Yes
Semi‐annual check‐up of your BK Box usage and data entry input into the Dractus Engine (1 hour analysis) with improvement suggestion letter. Yes No

1 A one-time set-up fee applies.