Our packages are designed to support the unique needs of your Canadian small business.
View Our PackagesOur packages are designed to support the unique needs of your Canadian small business.
View Our Packages
This package is designed for those mindful of their budget while still seeking expert guidance. Alongside personalized training that empowers you to seamlessly manage your own bookkeeping, we take care of your corporate tax responsibilities and offer quarterly check-ins.
Our core offering! This package combines accounting, corporate tax services, and monthly bookkeeping. You get regular reports, quarterly check-ins, and comprehensive annual financial reports and tax filings provided by a dedicated team.
For business owners aiming high, this package provides everything in the Scale Package, plus monthly accrual-basis accounting. This means a more precise financial overview and real-time insights to help you make informed decisions for the maximum benefit of your business.
If none of these packages are hitting home for you, we do offer limited spots for hourly-based accounting and annual bookkeeping. It may not make us your fairy god-accountants, but it'll help you get your financial footing and stay up to date with CRA.
You want a set of services that relieves your stress and sets you up for success. That's exactly what we offer.
Billed Hourly
Onboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Ongoing Services
Bookkeeping Support
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Monthly Bookkeeping
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Monthly Reports
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Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
-
Monthly Accrual Reports
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Payroll
-
Personal taxes
Annual Revenue Range:
Best for:
Those starting out that aren't sure quite what they need yet or those with a solid bookkeeping, payroll and operations set-up and just need help with their accounting.
Onboarding Services
Onboarding
-
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add on
Ongoing Services
Bookkeeping Support
Monthly Bookkeeping
-
Monthly Reports
-
Sales Tax Filings
Add on
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
-
Payroll
Add on
Personal taxes
Add on
Annual Revenue Range:
Best for:
Those that have their own bookkeeper, but don't have the capacity or knowledge to oversee them. Also those business owners that want to learn and do their own bookkeeping, but still want some support and accountability.
Hire usOnboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add-on
Ongoing Services
Bookkeeping Support
-
Monthly Bookkeeping
Monthly Reports
Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
-
Payroll
Add-on
Personal taxes
Add-on
Annual Revenue Range:
Best for:
Those that are ready to hire their accounting department. This is where we start to really shine!
Hire usOnboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add on
Ongoing Services
Bookkeeping Support
-
Monthly Bookkeeping
Monthly Reports
Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
Payroll
Add on
Personal taxes
Add on
Annual Revenue Range:
Onboarding Services
Onboarding
Welcome! We will roll out the red carpet for you and show you what being an Avalon client is all about. This is our chance to show you you've made the right choice. We could go on, but don't want to spoil the fun.
Systems Set-up
We'll set up your Xero and Dext accounts and get them doing their happy dance. We'll make sure you have the best chart of accounts for your business and much more.
Bookkeeping Training
Welcome to the Avalon Academy! You'll get access to our course and one-on-one training with one of our awesome team members. These are recorded and are specific to you and your business, so you can always go back to them.
Catch-up Bookkeeping
We'll do everything required to get you back up to date. Billed hourly
Catch-up Accounting
& Tax
We'll do everything required to get you back up to date. Billed hourly
Conversion Services
So you originally chose Wave, QBO or *gasp* Sage50? No worries, we can bring you safely over to Xero and even clean up the data while we do it. Bye-bye suspense account!
Payroll set-up
Whether you are hiring your first employee or moving 10 over from another system, we can handled the details here and still make sure everyone is paid on time.
Ongoing Services
Bookkeeping Support
Not only will we be here for bookkeeping questions, because we have access to your systems we'll be able to help you fix them quickly. We'll also check in on you, give you some tips and give you a nudge if you are falling behind.
Monthly Bookkeeping
Now we're talking! Come to the warm embrace of dialled-in bookkeeping systems. We'll reconcile your transactions each month and deliver your report. We're also savage task masters, so you'll know if we are waiting on anything from you.
Monthly Reports
To get more accurate and comparable data, we can deliver accrual-basis reports each month. Not sure what that means? Happy to chat about it!
Sales Tax Filings
Business tax and financials statements, yes, but we'll be your accountant throughout the year, so we are here to answer your questions. We'll also reach out to your quarterly with a tax and operations update.
Accounting Services
Business tax and financials statements, yes, but we'll be your accountant throughout the year, so we are here to answer your questions. We'll also reach out to your quarterly with a tax and operations update.
Xero/Dext Subscriptions
These apps are the backbone of our accounting system and the subscription costs are included in your fees.
Monthly Accrual Reports
To get more accurate and comparable data, we can deliver accrual-basis reports each month. Not sure what that means? Happy to chat about it!
Payroll
We can either support you running your own payroll or run it for you.
Personal taxes
As a business client, we can handle your personal taxes for the full client experience.
Recommended
Annual Revenue
Range
These are guidelines. In general, we want you to budget between 1.5 and 3% of your revenue for your financial systems and reporting. If you are growing fast, you might go a bit higher than this for a while.
Add-on
Ongoing Services
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Add on
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Add on
Add on
Best for
Those that have their own bookkeeper, but don't have the capacity or knowledge to oversee them. Also those business owners that want to learn and do their own bookkeeping, but still want some support and accountability.
Add-on
-
Ongoing Services
-
-
Add on
Add on
Most Popular
Best for
Those that are ready to hire their accounting department. This is where we really shine!
Add-on
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Ongoing Services
-
Add on
Add on
Best for
Those that want more comparable reports each month to evaluate their performance.
Ongoing Services
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-
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-
Add on
Best for
Those starting out that aren't sure quite what they need yet or those with a solid bookkeeping, payroll and operations set-up and just need help with their accounting.
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Check out the other ways we can help you build your business.
DIY bookkeeping course
Bookkeeping and Taxes for Sole Proprietors
7 Day Business Starter
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