Monthly Accounting Packages Across Ontario

I offer monthly accounting packages designed for incorporated Ontario businesses that are ready to move beyond the seasonal scramble. As a CPA, CMA and sole practitioner, I handle your bookkeeping, GST/HST filing, payroll support, and year-end corporate tax under one ongoing accounting relationship. You work directly with me, every time, with no junior handoffs and no surprises at year-end.

Monthly Accounting Support in Ontario

One Package. Everything Your Corporation Needs Year-Round.

My monthly accounting packages replace the old model of scrambling to gather receipts every spring. Instead, I maintain continuous oversight of your financials throughout the year, so your books are always current and your tax position is always known. Each package integrates monthly and quarterly bookkeeping, GST/HST sales tax filing, payroll management, and the preparation and analysis of monthly financial statements. Year-end corporate tax compliance is included as well, so there is no separate bill waiting for you in February. For growth-oriented businesses with larger payroll environments, I offer package tiers that scale with your headcount. Whether you have a handful of employees or 15 or more, I remain the sole professional managing your file from start to finish.

Person at desk with pink calculator, papers, and orange receipts reviewing finances
Hands reviewing documents beside a silver laptop on a white desk

What Is Included

Bookkeeping, Tax, Payroll, and Financial Analysis, All in One Retainer

Each accounting retainer service I provide is built around four integrated components. First, I handle your ongoing bookkeeping using QuickBooks Online, with app integrations through Dext for receipt capture and Fathom for financial reporting. Second, I manage all GST/HST filings on your behalf, keeping you compliant with CRA requirements throughout the year. Third, payroll services and deductions are available as part of the broader accounting relationship, ensuring your remittances are accurate and on time. Fourth, I prepare and analyse your monthly financial statements, delivering a financial health check-up each period so you always know where your business stands. This is not a reactive, after-the-fact service. It is proactive, year-round monthly accounting support that gives you the information you need to make informed decisions about your business.

Why Business Owners Choose This Model

No More Year-End Tax Shocks or Frantic Receipt Gathering

Many incorporated business owners come to me after a difficult experience with a low-cost bookkeeper or an impersonal firm where they never spoke to the same person twice. The value of ongoing accounting services is not just compliance; it is the peace of mind that comes from knowing your financial data is current, accurate, and in the hands of a CPA who understands your business goals. My background in commercial banking and credit means I bring a broader perspective to your financial picture than a traditional tax-only accountant. I understand how lenders read financial statements, how cash flow projections affect growth decisions, and how year-round planning prevents the unexpected five-figure tax bill that catches so many entrepreneurs off guard. I am also a QuickBooks Pro Elite Partner and a BBB Accredited Business with over 100 five-star reviews from incorporated business owners across the Kitchener-Cambridge-Waterloo corridor and beyond.

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Who These Packages Are For

Built for Incorporated Ontario Businesses Ready to Stop DIYing Their Books

My monthly accounting packages are designed specifically for incorporated small-to-medium businesses in Ontario. If you are an entrepreneur in Kitchener, Cambridge, Waterloo, Guelph, Hamilton, or anywhere else in the province, and you are tired of wearing too many hats, this model is built for you. I also serve remote Canadian clients outside of Quebec who need direct CPA oversight without geographic limitations. These packages are not for T4-only personal filers or businesses looking for standalone payroll alone. They are for business owners who want a real accounting partner: someone who knows their file, answers their questions, and keeps their financial house in order every single month.

Common Questions

Frequently Asked Questions About Monthly Accounting Packages

  • What is included in a monthly accounting package from Misic Accounting?

    Each package covers monthly and quarterly bookkeeping, GST/HST sales tax filing, payroll services and deductions (as part of the broader accounting relationship), and the preparation and analysis of monthly financial statements. Year-end corporate tax compliance is also included, so you are not hit with a separate bill at year-end. I use QuickBooks Online as the core platform, with Dext for receipt capture and Fathom for financial reporting, giving you a clear and current picture of your business finances throughout the year.
  • Are these packages only for incorporated businesses, or can sole proprietors sign up too?

    My monthly accounting packages are designed primarily for incorporated small-to-medium businesses in Ontario. Sole proprietors and self-employed individuals with business income or rental properties may be better served through my Self-Employed Business Tax Returns service. These packages are not intended for T4-only personal filers. If you are unsure which service fits your situation, I assess each prospective client individually before moving forward to make sure the relationship is the right fit.
  • Does payroll come as a standalone service, or does it have to be part of a package?

    Payroll is available only within a broader monthly accounting relationship. I do not offer standalone payroll services. This approach ensures that payroll remittances, deductions, and reporting are handled in direct coordination with your bookkeeping and financial statements, reducing the risk of errors and keeping your CRA obligations current. If your business has 15 or more employees, I offer package tiers built to handle more complex payroll environments while still maintaining the same direct, one-to-one relationship.
  • Is year-end corporate tax filing included, or is that billed separately?

    Year-end corporate tax compliance is included as part of the monthly accounting package. Because I maintain your books throughout the year, year-end is a natural extension of the ongoing work rather than a separate, rushed project. This is one of the core advantages of a monthly retainer model over a seasonal, transactional approach to accounting.
  • What accounting software do you use, and will I need to learn it?

    I use QuickBooks Online as the primary platform for all monthly accounting work, supported by Dext for document capture and Fathom for financial analysis and reporting. As a QuickBooks Pro Elite Partner, I also provide training, setup, and ongoing support to ensure you understand how to read your financial data and use it for decision-making. You do not need to be a QuickBooks expert before working with me, but I do encourage clients to be engaged with their numbers.
  • Do you work with businesses outside of Kitchener and Cambridge?

    Yes. I serve clients across the Kitchener-Cambridge-Waterloo corridor as well as Guelph, Hamilton, Brampton, Mississauga, Oakville, Burlington, and other Ontario markets. I also work with remote Canadian clients outside of Quebec who need direct CPA oversight without geographic limitations. All services are delivered remotely, so your location within Canada (excluding Quebec) does not prevent us from working together.
  • How does the initial assessment work before signing up for a package?

    Before arranging any consultation, I assess the prospective client's situation to determine whether the service is a good fit. This is a structured review of your business needs, not a free accounting session where complex tax advice is provided. I am selective about my client list because the one-to-one model only works well when the relationship is the right match. Once I have reviewed your situation and confirmed fit, we move forward with setting up the engagement.
  • Is pricing for the monthly packages listed publicly?

    Specific pricing for the monthly accounting packages is not listed publicly. Package pricing is based on the scope of your business needs, including factors such as transaction volume, payroll complexity, and the level of financial analysis required.
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