CPA advice, year-round
Advice from a CPA when you need it, not just at tax time
Big decision coming up? Wondering whether to pay yourself salary or dividends? Got a letter from the CRA you'd rather not open? At Coast Mountain Accounting & Bookkeeping, our Chartered Professional Accountants help Sea to Sky business owners and individuals plan ahead, make confident decisions and keep more of what they earn. Pick a predictable monthly plan or pay as you go.
Book a call with usEmail usNew: Advisory Plans. Tax planning that happens before the tax bill, for a flat monthly fee from $175/month + GST.
Advisory Plans
Tax planning that happens before the tax bill
Pick the level of support that fits your business. Every plan is a flat monthly fee, built around the things that actually move the needle: planning meetings, tax projections, owner pay and cash flow. Pay annually up front and save about one month's fee.
Steady
Your annual tax tune-up. For sole proprietors and new or simple owner-manager corporations.
✓ Planning meeting with a senior CPA to kick off your year
✓ End of Year Advisory Meeting
✓ 1-hour mid-year check-in with one of our CPAs
✓ Annual owner pay plan (salary vs. dividends)
✓ Tax instalment review
✓ Email answers within 3 business days
Flat fee
$175
/month + GST, or $1,950/year paid up front
Growth
Most popular. No more April surprises. For growing corporations with staff and $250K to $1.5M in revenue.
✓ Quarterly planning meetings with our CPAs
✓ Quarterly tax projection and instalment plan
✓ Owner pay plan with a mid-year true-up
✓ Quarterly cash flow check-in
✓ End of Year Advisory Meeting
✓ Help with CRA letters
✓ Email answers within 2 business days
Flat fee
$350
/month + GST, or $3,900/year paid up front
Partner
Like having a CFO, minus the corner office. For established owners with a holdco, family in the business or a big decision ahead.
✓ Everything in Growth
✓ Monthly check-ins with one of our CPAs
✓ Quarterly strategy sessions with a senior CPA
✓ 12-month cash flow forecast, updated as you go
✓ Annual holdco and family pay review
✓ Prep for one bank or lender meeting a year
✓ Email answers within 1 business day
Flat fee
$650
/month + GST, or $7,200/year paid up front
Not included in any plan: tax reorganizations, special elections, written tax plans, implementation work and full CRA audits. We quote these separately or bill them at $250/hour (senior CPA) or $175/hour (CPA), plus GST.
Plans run for 12 months from when you accept your proposal.
Pay-as-you-go advice
Not ready for a plan? No problem. Book time with a CPA when you need it.
Hourly advisory and consultations ($250/hour + GST with a senior CPA · $175/hour + GST with a CPA · billed in 30-minute increments)
- Tailored advice on personal and business tax matters, and help with CRA correspondence and filings.
- Accounting systems, processes and record-keeping: set up to save you time.
- Financial performance, budgeting, forecasting and business planning.
- Business management, efficiency and process improvement, plus any other accounting, tax or business questions.
- By email, phone, video or in person (by appointment).
Expect to use more than a few hours a year? An Advisory Plan gives you a flat monthly fee and planning built in.
End of Year Advisory Meeting ($250 + GST, fixed fee)
A one-hour meeting with one of our CPAs after your corporate year-end and tax return are done. We'll review your corporation's tax results and key tax positions, talk through owner-manager pay (salary, dividends and shareholder considerations), point out tax credits, deductions and incentives, and flag compliance issues coming up.
What we can help with
Tax planning
Pay less tax, legally, and stay fully compliant.
✓ Salary vs. dividends
✓ Personal tax and RRSP planning
✓ Credits, deductions and CRA support
Business planning
Know where you're headed and how you'll get there.
✓ Business plans and strategy
✓ Structuring options
✓ Big decisions, talked through
Financial management
Stay on top of cash and make decisions with confidence.
✓ Cash flow forecasting
✓ Budgeting
✓ Financial analysis
Systems and processes
Less admin, cleaner books, more time back.
✓ Accounting systems and tools
✓ Record-keeping practices
✓ Process improvement
Featured for clients
Reporting services – Quarterly Reporting Pack & Check-in
Know your numbers. Meet each quarter to walk through the results.
$225/month + GST, added to any monthly bookkeeping package. Reporting dashboards included.
Interactive dashboards and KPIs you can explore anytime, plus a quarterly check-in by phone, video or in person.
See bookkeeping packagesWhy choose us
- CPA-led: advice from Chartered Professional Accountants, led by our CPAs.
- Plain language: we explain the options and the trade-offs, without the jargon.
- No surprises: a predictable monthly fee or a clear hourly rate, agreed before we start.
- We know your numbers: with bookkeeping, year-end, tax and advisory under one roof, our advice is based on your actual numbers.
- Local and experienced: over 10 years helping Sea to Sky businesses and families, from our office in Pemberton.
The fine print: Fees exclude GST. Advice is based on the information available at the time and outcomes can't be guaranteed. Advisory services are consultative and don't include implementing recommendations. Tax reorganizations, special elections, significant or unusual transactions, written tax plans and implementation work are quoted separately. Advisory Plans run for 12 months from acceptance.
Let's talk about what's next
Book a call with one of our CPAs, email us or drop by the office. We're friendly and here to help!
- Email: info@coastmountainaccounting.com
- Visit: 6-1366 Aster Street, Pemberton, BC