Packages Tailored to You

Our packages are designed to support the unique needs of your Canadian small business.

View Our Packages

Packages Tailored to You

Our packages are designed to support the unique needs of your Canadian small business.

View Our Packages
Launch

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.

Scale (Most Popular)

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.

Thrive

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.

Retainer
Currently Full

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.

Avalon's pricing packages

You want a set of services that relieves your stress and sets you up for success. That's exactly what we offer.

Retainer Package

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

-

Monthly Bookkeeping

-

Monthly Reports

-

Sales Tax Filings

Accounting Services

Xero/Dext Subscriptions

-

Monthly Accrual Reports

-

Payroll

-

Personal taxes

Annual Revenue Range:

Up to $100K

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.

Hire us

launch Package

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:

$100K-350K

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 us

Scale Package

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

Accounting Services

Xero/Dext Subscriptions

Monthly Accrual Reports

-

Payroll

Add-on

Personal taxes

Add-on

Annual Revenue Range:

$350K-750K

Best for:

Those that are ready to hire their accounting department. This is where we start to really shine!

Hire us

Thrive Package

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

Accounting Services

Xero/Dext Subscriptions

Monthly Accrual Reports

Payroll

Add on

Personal taxes

Add on

Annual Revenue Range:

$750K-2MM

Best for:

Those that want more comparable reports each month to evaluate their performance.

Hire us


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.

Launch

Add-on

Ongoing Services

-

-

Add on

-

Add on

Add on

$100K-350K

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.

Scale

Add-on

-

Ongoing Services

-

-

Add on

Add on

$350K-750K

Most Popular

Best for

Those that are ready to hire their accounting department. This is where we really shine!

Thrive

Add-on

-

Ongoing Services

-

Add on

Add on

$750K-2MM

Best for

Those that want more comparable reports each month to evaluate their performance.

Retainer
(billed hourly)

Ongoing Services

-

-

-

-

-

-

Add on

$0-$300K

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.

Additional Services We Provide

Payroll Services

Xero Accounting System Setup

Catch-Up Work

Financial Education and Free Resources

Let's Get Started

Use the form below and we'll respond within two business days

How can we help?
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What's your  annual revenue?
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Not ready to hire us yet?

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

Coming soon

Learn more

Join Our Community of Canadian Owner-managed Businesses

Frequently Asked Questions

How much should I budget for financial services for my business?
Why should I invest in financial services for my business?
Can you help with personal taxes for self-employed individuals?
How do you handle personal tax returns? 
Do you offer any free resources?
Can you work with QuickBooks for bookkeeping if that's what I am using?
Can you assist with year-end accounting and tax planning?
What is included in your payroll service? 
What does your bookkeeping service include? 
What sets Avalon Accounting apart when it comes to software?