Patriot Tax & Bookkeeping

Complete Financial Solutions for Your Business

From daily bookkeeping to strategic tax planning, we provide the services you need to maintain financial health and drive growth.

Monthly Bookkeeping

Running a business means tracking countless transactions, invoices, and expenses. Our monthly bookkeeping service takes this burden off your shoulders, ensuring every dollar is accounted for and categorized correctly.

What's Included:

  • Complete accounts payable and receivable management
  • Bank and credit card reconciliation
  • Monthly financial statements (balance sheet, income statement, cash flow)
  • Expense tracking and categorization
  • Custom reports tailored to your needs
  • QuickBooks setup and maintenance
Starting at
CAD $425/month
Get Started
Bookkeeping service
Tax preparation

Tax Preparation & Filing

Tax season doesn't have to be stressful. Our experienced team navigates Canadian tax regulations to maximize your deductions while ensuring full compliance with CRA requirements.

What's Included:

  • Corporate tax return preparation (T2)
  • Personal tax returns for business owners
  • GST/HST return preparation and filing
  • Tax planning and optimization strategies
  • CRA correspondence handling
  • Audit support and representation
Starting at
CAD $680
Get Started

Quarterly Financial Review

Don't wait until year-end to understand your business performance. Our quarterly reviews provide actionable insights that help you make informed decisions throughout the year.

What's Included:

  • Comprehensive financial health assessment
  • Trend analysis and performance metrics
  • Budget vs. actual comparison
  • Cash flow forecasting
  • Strategic recommendations
  • One-on-one consultation session
Per quarter
CAD $575/quarter
Get Started
Financial review
Payroll management

Payroll Management

Payroll errors can damage employee trust and result in costly penalties. We handle every aspect of payroll processing with precision, ensuring your team is paid accurately and on time.

What's Included:

  • Bi-weekly or monthly payroll processing
  • Direct deposit setup and management
  • CPP, EI, and income tax calculations
  • T4 and ROE preparation
  • Remittance submissions to CRA
  • Year-end payroll reporting
Starting at
CAD $195/month
Get Started

Financial Consulting

Major business decisions deserve expert financial analysis. Whether you're considering expansion, restructuring, or optimizing operations, our consulting service provides the insights you need.

What's Included:

  • Strategic financial planning
  • Business valuation and analysis
  • Merger and acquisition support
  • Cost reduction strategies
  • Financing and loan application assistance
  • Custom financial modeling
Hourly rate
CAD $185/hour
Get Started
Financial consulting
Year-end closing

Year-End Closing

Close your books with confidence and start the new fiscal year on solid ground. Our comprehensive year-end service ensures all adjustments are made and your records are audit-ready.

What's Included:

  • Complete year-end adjusting entries
  • Depreciation and amortization schedules
  • Inventory reconciliation
  • Accrual basis adjustments
  • Final financial statements package
  • Tax preparation readiness review
Annual service
CAD $890
Get Started

Need a Custom Package?

Every business is unique. If you need a combination of services or something tailored to your specific situation, we'll create a custom solution that fits your needs and budget.

Discuss Your Requirements