ConnectCPA's Monthly Accounting Packages

Here's what sits inside each package.

How the price gets set

Two companies at the same revenue, in the same industry, can have very different transaction volumes, workflows, and technology needs. We take the time to understand the business so we can price it fairly.

1. Discovery call

We start with a conversation about your business, your pain points, and your financial goals.

2. Tech and process analysis

We look at your accounting setup, transaction volume, and workflow and identify where better tools or processes would help.

3. Pricing call

Once we understand the work, you get clear, fixed monthly pricing, customized to your business.

4. Digital contract

You pick the package and sign electronically.

Fixed monthly fee. No hourly billing. Nothing to pay before the pricing call.

Essentials Package

Accounting tech stack

Xero or QBO set up properly, with the apps around it connected, so data flows instead of being re-keyed.

Bookkeeping

Every account recorded, categorized, and reconciled, then reviewed a second time by a Bookkeeping Manager or Controller before the month closes.

Payroll

Pay runs, CRA remittances, T4s, EHT, workplace insurance, benefits, and ROEs handled by payroll specialists.

Corporate taxes

Your T2 filed accurately and on time, with CPA oversight and tax planning built in.

Sales taxes

GST/HST and provincial filings calculated and filed on schedule, so penalties are never a line item.

Financial statements

Statements delivered on time, so you see the business as it is.

Government representation

When the CRA has a question or a dispute, you are not the one drafting the reply.

Dedicated team and support

Named people who know your file, not a ticket queue.

Scaling Package

Everything in Essentials, plus a dedicated Controller and financial statements a bank or a board can rely on

Dedicated Controller

One senior person who owns the accuracy of your statements and meets with you monthly or quarterly.

Schedule Maintenance

Deferred revenue, prepaids, and depreciation tracked on proper schedules instead of being lumped into the month they hit the bank.

Accruals

Expenses land in the month they were incurred, not the month the invoice arrived.

Accounts Payable and Receivable

Vendors paid on time with approvals in place, invoices sent and followed up, cash collected faster.

Budget vs actual analysis

You find out each month where the plan slipped, not at year end.

Investment, bank, and board-ready financial statements

Financial statements you can hand to a lender or a board with confidence.

Custom Package

Everything in Scaling, built around how you operate

Some businesses do not fit a process. Multiple entities, several revenue streams, thousands of transactions a month, or a workflow nobody else runs the same way.

Custom processes

Your finance workflow designed around your operation, then documented so it survives staff changes on either side.

Automation and workflow builds

Best-of-breed apps and integrations stitched together so the manual steps disappear, with training for your team.

Faster month-end close

Numbers you can act on sooner, because your month-end process is set up to close faster.

This is the tier where the technology team and the accounting team are the same team.

Our package is a whole finance function

Bookkeeper.

Recording, categorizing, reconciling.

Payroll specialist.

Pay runs, remittances, T4s, ROEs.

AP and AR coordinator.

Vendor payments, invoicing, collections.

Controller.

Second review, schedules, month-end close, monthly meetings.

Tax CPA.

T2, GST/HST, planning, CRA representation.

Systems specialist.

Tech stack, integrations, automation.

Essentials covers the bookkeeper, the payroll specialist, and the CPA. Scaling adds the controller and AP/AR. Custom adds the systems work. One fixed monthly fee at every tier.

You don't need to know which package is right before you talk to us.

Every business is a little different. Transaction volume, team structure, systems, workflows and the level of support you need all play a part.

Our job is to understand those things first, then recommend a scope and price that actually makes sense for your business.

Start with a 15-minute call.

We'll learn a bit about your business and explain what we think makes sense, even if that means a smaller scope than you expected.