A boutique CPA firm built on trust

A Small, Dedicated Team
you can Actually Reach.

We are a CPA firm in Calgary for small businesses, at #115, 1925 18th Ave NE: personal and corporate tax and bookkeeping, all led personally by a Chartered Professional Accountant licensed by CPA Alberta, at fixed, transparent fees. T1 from $200. T2 corporate tax included in our Foundation, Growth and Scale plans, or $800 a year on AI Powered DIY. Four plans for every industry, listed on our pricing page. Your first call is a free 20-minute consultation.

Average response time

Under 5 hrs a real person, every time

500+

Clients served across Canada

$18.2M+

In tax savings generated

Under 5 hrs

Average client response time

Canada + US

Where we serve clients

Licensed and Insured. Our Professional Memberships and Credentials

CPA Canada

Member

CPA Alberta

Licensed

QuickBooks

ProAdvisor

CEPA

Certified Exit Planner

Who we serve

Overwhelmed by Bookkeeping, Taxes, and Compliance?

Small mistakes in these areas cost Canadian business owners thousands in CRA penalties or lost tax savings every year. Every hour you spend struggling with spreadsheets, chasing receipts, or guessing at deductions is an hour taken away from growing your business.

Working with experienced CPA firms in Calgary can help streamline your financial processes, reduce costly errors, and ensure your business remains compliant year-round. Many Calgary chartered accountants also provide proactive tax planning and bookkeeping to improve cash flow, maximize deductions, and make more informed financial decisions.

Doctors & Dentists

Drowning in clinic expenses and uncertain about incorporation benefits, HST on medical supplies, or optimal salary-dividend splits?

Contractors & Trades

Struggling with messy invoices, GST/HST filings, T5018 reporting, WCB, and tracking write-offs for tools and vehicles?

Consultants & Professionals

Spending weekends catching up on bookkeeping instead of billing clients? Worried you're missing eligible deductions?

E-Commerce & Creators

Confused by online sales taxes, multi-platform payouts, and ever-changing GST/HST rules?

The solution

Comprehensive Accounting Support you can Trust

Imagine having a dedicated financial team that handles everything – bookkeeping, taxes, payroll – while you focus on running your business. That’s what 786 Venture CPA delivers.

Whether you’re a startup or established business, trusted small business accountants in Calgary provide personalized financial solutions, while experienced chartered professional accountants in Calgary help drive growth, compliance, and smarter decisions.

Before 786 Venture CPA

After 786 Venture CPA

Everything we do

A Full-Service CPA firm - Small Enough to know you, Strong Enough to Deliver.

Personal and corporate tax, bookkeeping, compilation engagements, and buy-sell advisory – every engagement led personally by a licensed Chartered Professional Accountant, not rotated through junior staff.

T1 Personal Tax

Every Canadian resident must file a T1 General

T2 Corporate Tax

Corporate tax accountant in Calgary for your T2 and Alberta AT1. Every corporation files a T2 within six months of its year-end, active or inactive.

T5013 Partnership

Canadian partnerships meeting CRA thresholds must file a T5013 Partnership Information Return

Compilation Engagement

A compilation engagement (formerly Notice to Reader) produces statements that banks, lenders, the CRA, investors, and the courts accept for most...

Creators & Influencers

YouTubers, streamers, TikTokers, podcasters, and OnlyFans creators face unique CRA issues: multi-platform payouts, brand-deal T4As, GST/HST...

Bookkeeping

Monthly cloud bookkeeping, with bank and credit card reconciliation, monthly reports and GST/HST filing included

Buy & Sell Advisory

Whether you are buying or selling a business, the tax and structure of the deal can swing the outcome by hundreds of thousands of dollars

Construction & Trades

Electricians, plumbers, HVAC techs, general contractors, framers, concrete, excavation, roofing - you build the country

Payroll Services

Full-service payroll for Canadian employers - direct deposit, CRA source-deduction remittances, ROEs, and year-end T4 / T4A / T5018 slips, all...

Looking for a corporate tax accountant in Calgary?

786 Venture CPA is a CPA firm in Calgary, at #115, 1925 18th Ave NE, and we prepare corporate tax returns for small and owner-managed corporations: the annual T2 corporate tax return, the GIFI financial statement schedules, salary versus dividend planning for owners, and T4 and T5 slips. A T2 return is included in our Foundation, Growth and Scale plans, with Free Unlimited CRA Audit Support, and is $800 a year on AI Powered DIY. A T2 on its own or a NIL return is quoted in writing. Fees exclude GST/HST.

The work is led by a licensed CPA. We serve Calgary corporations remotely from our Calgary office by Zoom, phone and email, with your books kept in the cloud. See our packages and we will confirm your fee in writing. See what a corporate tax accountant in Calgary does for you: the T2 and the Alberta AT1, year-end statements, salary and dividend planning, instalments and how to start.

Client results

Real Clients. Real Savings.

Every testimonial is from a verified client engagement. Names abbreviated for privacy.

“Switched from a Big-5 firm that was billing us $12,000/year for a T2 and basic bookkeeping. 786 Venture does the same work – better – for under $5,000. We saved over $7,000 in the first year alone.”

Sarah M.

Owner, E-Commerce Corporation

$7,000+

saved in year one

“I was paying someone $800 to file a basic T1 and they missed my W-8BEN recovery entirely. 786 Venture got me $3,200 back in US withholding and now handles everything for $399/mo. They actually understand creator income.”

Priya D.

Content Creator & Influencer

$3,200

recovered from US withholding

“My old bookkeeper had no idea what a holdback ledger was. 786 Venture set up proper job costing, T5018 reporting, and WCB – all on a fixed monthly fee. First time in years I trust my numbers.”

Michael R.

General Contractor, Construction

$4,500+

in penalty avoidance

Google Reviews

What Our Clients Are Saying

34 verified Google reviews from real clients across Canada

5.034 reviews on GoogleSee All Reviews on Google

Great accounting firm, great service, helped us incorporated and managing our daily accounting jobs, took so much off our shoulder, highly recommend!
Great accounting firm, great service, helped us incorporated and managing our daily accounting jobs, took so much off our shoulder, highly recommend!

Wangwei Han

Local Guide Level 3October 2026

I love the people at this firm. They are quick to respond, ask clarifying questions, and explain what is going on. AND they are proactive. Absolutely love working with the team here!
I love the people at this firm. They are quick to respond, ask clarifying questions, and explain what is going on. AND they are proactive. Absolutely love working with the team here!

Alexandria Ross

Local Guide Level 3October 2026

I have referred many clients to Sayem and his team who have challenges with getting their bookkeeping, accounting or taxes in order. They're quick and professional and always looking out for the best interest...
I have referred many clients to Sayem and his team who have challenges with getting their bookkeeping, accounting or taxes in order. They're quick and professional and always looking out for the best interest of their clients.

Jason Hamilton

Local Guide Level 3October 2026

We’ve been working with them for our business accounting and have had a really good experience. They take care of pretty much everything for us, and whenever we have a question or need help...
We’ve been working with them for our business accounting and have had a really good experience. They take care of pretty much everything for us, and whenever we have a question or need help with something, they are always there. What I really like is how they deal with their clients. Very professional, easy to work with, and they have gone above and beyond for us many times. It’s been a pleasure working with them and I would definitely recommend them to anyone looking for a good and reliable accountant.

bhupinder singh

Local Guide Level 3October 2026

I approached this CPA firm after doing my due diligence and speaking with several other CPAs regarding the preparation of a financial statement. My experience during that process was quite revealing. Some firms quoted...
I approached this CPA firm after doing my due diligence and speaking with several other CPAs regarding the preparation of a financial statement. My experience during that process was quite revealing. Some firms quoted prices that were exceptionally high, while another firm located close to me in Southeast Calgary required payment upfront before they would even begin the work. Then I came across Sayem and his firm, and the difference was immediately clear. From the very beginning, everything was handled with professionalism and transparency. I received a clear engagement letter outlining the scope of work and the fees, so there were no surprises or unnecessary back and forth. More importantly, the work was completed within just two days of submitting everything they needed. What impressed me even more happened a couple of weeks later. I needed to make some changes to the financial statement, so I reached out to them again. Without hesitation, they made the necessary revisions and did not charge me anything extra. That level of service and goodwill is something you do not come across every day. The CPA profession carries a significant responsibility. The CPA designation is built not only on technical knowledge and competence, but also on integrity, objectivity, professional conduct, and putting the public interest at the heart of the profession. In a world where customers sometimes have to be cautious about hidden fees, unnecessary charges, and businesses that make promises they do not keep, professionals like Sayem are a refreshing exception. Sayem is a classic example of someone who represents what the CPA profession should stand for. He has demonstrated that you can be highly professional, transparent, fair, and genuinely client focused while still running a successful practice. I am genuinely grateful for the experience and would have no hesitation recommending Sayem and his firm to anyone looking for a CPA they can trust. In an industry where trust is everything, Sayem has earned mine.

Jesma Jose

Local Guide Level 3October 2026

Excellent accounting service! Professional, knowledgeable, and reliable. They make everything clear and easy to understand. Highly recommend 786 Venture for business accounting and financial needs.
Excellent accounting service! Professional, knowledgeable, and reliable. They make everything clear and easy to understand. Highly recommend 786 Venture for business accounting and financial needs.

Bouguendouz zaki

Local Guide Level 5October 2026

They are the best! Finding the right people for accounting can be tough. The team has been incredibly helpful, knowledgeable, and easy to work with. Highly recommend!
They are the best! Finding the right people for accounting can be tough. The team has been incredibly helpful, knowledgeable, and easy to work with. Highly recommend!

jake

Local Guide Level 2September 2026

786 Venture Chartered Professional Accountant, led by Sayem Hassan, has been an exceptional accounting and tax advisory partner to Ascendi Capital Group. Managing the financial and tax complexities of a group of companies requires...
786 Venture Chartered Professional Accountant, led by Sayem Hassan, has been an exceptional accounting and tax advisory partner to Ascendi Capital Group. Managing the financial and tax complexities of a group of companies requires a CPA who understands the nuances of inter-entity structuring, compliance, and long-term strategic planning. 786 Venture have expertly handled our corporate tax filings, CRA compliance, and provided proactive tax planning that has added value to our business decisions. 786 Venture is responsive, proactive and reliable. The team demystify complex tax legislation and present it in a way that empowers us to make informed choices. If your business needs a CPA who combines deep technical knowledge with a client-first approach, I will highly recommend 786 Venture. Thank you Sayem.

Adeola Oladimeji

Local Guide Level 2August 2026

Professional services and quick
Professional services and quick

emmate

Local Guide Level 2August 2026

Professional, reliable, and very thorough, you can expect great service and detailed communication. Sayem and his team have been immensely helpful in getting my tax situation sorted out, with back taxes needing to be...
Professional, reliable, and very thorough, you can expect great service and detailed communication. Sayem and his team have been immensely helpful in getting my tax situation sorted out, with back taxes needing to be filed, plus filing a DTC in the process. They have taken my apprehension and turned it to enthusiasm. I am confident that I am in great hands here. Their attention to detail is exceptional. They have graciously answered my questions at every turn, and are committed to getting the best result possible on my filings. I could not be happier. Thank you!

Mare

Local Guide Level 3August 2026

Sayem at 786 Venture CPA made what is usually a headache actually easy. He is quick to respond, explains things without the jargon, and clearly knows his stuff when it comes to saving you...
Sayem at 786 Venture CPA made what is usually a headache actually easy. He is quick to respond, explains things without the jargon, and clearly knows his stuff when it comes to saving you money at tax time. Honestly one of the easiest professionals I have worked with. If you are looking for a CPA in Calgary you can actually trust, I would highly recommend Sayem.

Eric Fleck

Local Guide Level 3August 2026

Sayem was helpful and answered all my questions regarding an issue I had with my books. Highly recommended
Sayem was helpful and answered all my questions regarding an issue I had with my books. Highly recommended

Zachary Carr

Local Guide Level 3August 2026

786 Venture Chartered Professional Accountant provided excellent service. Professional, knowledgeable, reliable, and very helpful throughout the process. I highly recommend 786 Venture for anyone looking for trustworthy and professional accounting services!
786 Venture Chartered Professional Accountant provided excellent service. Professional, knowledgeable, reliable, and very helpful throughout the process. I highly recommend 786 Venture for anyone looking for trustworthy and professional accounting services!

Master Gleam

Local Guide Level 3August 2026

We brought 786 on to help with all things Accounting and Bookkeeping for our new company and it was one of the best decisions we have ever made. They take all the stress and...
We brought 786 on to help with all things Accounting and Bookkeeping for our new company and it was one of the best decisions we have ever made. They take all the stress and worry out of this end of the business in a way that I did not know was possible for a price that is surprisingly affordable. Their expertise has helped us get the funding we need and clean up the books for taxes I was terrified to tackle.

Aaron Nickel

Local Guide Level 4August 2026

I came to 786 Venture CPA in a time crunch and Sayem delivered. He worked overtime, caught serious errors from my previous accountant that could have cost me significantly, and absorbed extra work without...
I came to 786 Venture CPA in a time crunch and Sayem delivered. He worked overtime, caught serious errors from my previous accountant that could have cost me significantly, and absorbed extra work without passing the cost on to me. He explained everything in plain English, answered every question thoroughly, and handled a complicated file with professionalism and integrity. If you are a content creator or business owner looking for an accountant who actually knows what they are doing and treats you fairly, this is the one.

Ariel Fitz-Patrick

June 2026

Finding this accounting firm was a profound relief. They did not just handle my accounts; they brought absolute clarity and peace of mind. Every interaction was marked by their sheer professionalism, deep knowledge, and...
Finding this accounting firm was a profound relief. They did not just handle my accounts; they brought absolute clarity and peace of mind. Every interaction was marked by their sheer professionalism, deep knowledge, and attentive service. I felt completely supported. For anyone seeking reliable accounting and a truly excellent partnership, I recommend them without hesitation.

Omar Sharif

Local Guide Level 3June 2026

Thanks to 786 and Sayem Hasan for helping me and my clients with all sorts of accounting issues. Sayem gives practical, cost-efficient advice that can save you and your business a ton of money....
Thanks to 786 and Sayem Hasan for helping me and my clients with all sorts of accounting issues. Sayem gives practical, cost-efficient advice that can save you and your business a ton of money. He knows how to prevent CRA issues and deal with any issues that do arise. Thanks again Sayem!

Cameron Brightman

Local Guide Level 2May 2026

It has been great working with Sayem and his team. They have a ton of experience that will save you a ton of money on your corporate and personal taxes. One more perk of...
It has been great working with Sayem and his team. They have a ton of experience that will save you a ton of money on your corporate and personal taxes. One more perk of working with them is the level of organization and the use of technology to make your life as a customer much easier.

Mohamed Fouda

Local Guide Level 2May 2026

Working with Sayem and his team has been an absolute relief when it comes to the most stressful time of the year. Even as unorganized as I was, the team was completely patient and...
Working with Sayem and his team has been an absolute relief when it comes to the most stressful time of the year. Even as unorganized as I was, the team was completely patient and quick to helping me understand what is required. His team was able to find me almost $4000 I had been actively missing on my return. If I could rate 6 stars, I would.

Trent Chute

Local Guide Level 2April 2026

Highly recommend this accountant! Professional, knowledgeable, and always on top of tax laws. They made my tax filing simple, stress-free, and helped me save money. Great communication and reliable service, definitely a top choice...
Highly recommend this accountant! Professional, knowledgeable, and always on top of tax laws. They made my tax filing simple, stress-free, and helped me save money. Great communication and reliable service, definitely a top choice for anyone needing an accountant.

Nate Baker

Local Guide Level 3March 2026

By far the most dedicated, accurate and attentive team of professionals I have worked with in my 20 year consulting career!
By far the most dedicated, accurate and attentive team of professionals I have worked with in my 20 year consulting career!

Brent Gillingwater

Local Guide Level 3February 2026

786 Venture CPA made bookkeeping and tax season effortless. They found deductions I had missed, saved me nearly $5,000, and got me fully CRA-compliant. Now my finances are organized, and I finally have time...
786 Venture CPA made bookkeeping and tax season effortless. They found deductions I had missed, saved me nearly $5,000, and got me fully CRA-compliant. Now my finances are organized, and I finally have time to relax.

Liora Ashford

Local Guide Level 2October 2025

Very pleasant experience working with Sayem and I could not be more satisfied. I feel he truly values his clients first before his business and that makes his practice especially unique and different than...
Very pleasant experience working with Sayem and I could not be more satisfied. I feel he truly values his clients first before his business and that makes his practice especially unique and different than other accountants I dealt with in the past. He does not just handle your numbers; he takes the time to understand your goals, explain everything clearly, and tailor a plan that actually makes sense for you. If you are looking for a CPA in Canada who truly cares, is transparent, and goes above and beyond to protect your interests, I cannot recommend Sayem enough.

Joseph Karout

Local Guide Level 3October 2025

Sayem and his team at 786VCPA are highly professional, responsive, and a pleasure to work with. Their ability to adapt as our business has evolved has been both reassuring and a source of confidence,...
Sayem and his team at 786VCPA are highly professional, responsive, and a pleasure to work with. Their ability to adapt as our business has evolved has been both reassuring and a source of confidence, demonstrating their capability to keep pace with our changing needs.

MrMakFast

Local Guide Level 2July 2025

If I could give 10,000 stars, I would! Sayem truly defines what it means to work with integrity and in the best interest of his clients. Regardless of who you are or the size...
If I could give 10,000 stars, I would! Sayem truly defines what it means to work with integrity and in the best interest of his clients. Regardless of who you are or the size of your business, he treats everyone with the same exceptional level of care and professionalism. He is incredibly knowledgeable, detail-oriented, and genuinely committed to making your life easier and your business more successful.

Gladis Athziri Rodriguez Otero

Local Guide Level 5May 2025

Sayem and his team are always a pleasure to speak with and have great customer service. As a newer small business owner they have helped me greatly in making this transition manageable and easier...
Sayem and his team are always a pleasure to speak with and have great customer service. As a newer small business owner they have helped me greatly in making this transition manageable and easier to understand. They have tailored a program to suit my needs. This makes me feel confident when it comes to tax time I will be ready and supported!

Sara Bietz

Local Guide Level 3November 2024

I know Sayem to be a man of integrity. What he says is what he means. He is a true professional.
I know Sayem to be a man of integrity. What he says is what he means. He is a true professional.

Gary Williamson

Local Guide Level 4May 2024

As a Mortgage Broker I have looked to Sayem and his team for Accounting advice for myself and my real estate clients. Sayem is always on top of CRA regulation changes and he is...
As a Mortgage Broker I have looked to Sayem and his team for Accounting advice for myself and my real estate clients. Sayem is always on top of CRA regulation changes and he is my go to when trying to understand how these changes affect my client database. I recommend his services 100%!

Jody Hanton

Local Guide Level 3May 2024

Best Accountant and great personality. Highly recommended.
Best Accountant and great personality. Highly recommended.

Ravi Prakash

Local Guide Level 3December 2023

One of the best services I have ever received in Canada. Very knowledgeable and precise. Highly recommend.
One of the best services I have ever received in Canada. Very knowledgeable and precise. Highly recommend.

Arjun Nagpal

Local Guide Level 3December 2023

Why we exist

The Same Standard of Care - Whether your Revenue is $100 or $100 Million.

Hear directly from our founder on why 786 Venture CPA exists, and what makes us different from every other firm you’ve worked with.

Our Commitment

Every client - from a sole-prop tradesperson filing their first T1 to a multi-entity group operating in Canada and the US - gets the same CPA-led attention, the same audit-ready standard, and the same direct line to their accountant.

No tiers. No second-class service.

We don't have a "small client" team and a "big client" team. The same senior professionals work every file. Fixed fees mean you know the cost before we start.

Built for your industry

Specialized Accounting for the way your Business Actually Works.

From job costing to trust accounting, tip compliance to SR&ED credits: each of our four plans bundles bookkeeping, tax and compliance for your industry into one monthly fee, set by the size of your business.

Real Estate & Property

One of our four plans see our pricing page

Healthcare & Medical

One of our four plans see our pricing page

Restaurants & Hospitality

One of our four plans see our pricing page

E-Commerce & Online Retail

One of our four plans see our pricing page

Tech & SaaS

One of our four plans see our pricing page

Legal & Professional Services

One of our four plans see our pricing page

Transportation & Logistics

One of our four plans see our pricing page

Retail

One of our four plans see our pricing page

Non-Profit and Charity

One of our four plans see our pricing page

Construction and Skilled Trades

One of our four plans see our pricing page

Pricing

Four ways to work with us

Every plan gives you a super accountant: Accounting AI Agent guided work, around the clock, backed by our CPA and CFO team. The agent reads your receipts, reconciles your accounts and forecasts your cash flow. We review the numbers, advise on cash and tax, and file every return. You choose the level of help; your monthly spend and the accounts we manage set the price.

Your average monthly business spend
Bank, card and payment accounts
3

Business spend is what the company pays out in an average month, read from your books. Payroll wages, owner pay, transfers between your own accounts, loan principal, tax remittances and capital purchases are left out. Each account above your plan's allowance adds $25 a month on Foundation, Growth and Scale. AI Powered DIY stays the same price at any business spend and however many accounts you have.

Self-Serve

AI Powered DIY

Owners who keep their own books, guided by our Accounting AI Agent

$120/mo

billed annually ($1,440 a year, paid up front) or $149/mo billed monthly

Your T2 at the subscriber rate: $800 a year $1,200

All-in with your T2: $2,240 a year on the annual plan, $2,588 a year on the monthly plan.

One corporation, 12-month subscription. Same price at any business spend and however many bank, card and payment accounts you have.

Compliance & Filing

  • T2 Corporate Tax Return at $800
  • T1 Personal Tax (Owner)From $200
  • GST/HST FilingFrom $150 per period
  • PST/QST Filing
  • Free Unlimited CRA Audit Support*
  • Payroll & T4/T4A Slips

Bookkeeping

  • You Keep the Books: Accounting AI Agent Guided Work
  • AI Reconciles, You Approve
  • Guided Setup
  • Year-End Readiness Review
  • Monthly Financial Reports

Receipt Management

  • Snap, Forward or Email Receipts
  • Receipt Check at Year-End

Cash Flow Management

  • AI Cash Flow Forecast, Always On
  • CFO Cash Flow Check at Year-End

Invoicing, AP & AR

  • Invoicing with Payment Reminders
  • AP & AR via Ramp, Float or Plooto

Tax Planning

  • Tax Optimization Checklist
  • Year-End Tax Review Video
  • Salary vs. Dividend Analysis
  • Quarterly Tax Strategy Call
  • Corporate Structure Review

Proactive Tax Planning

  • Industry-Specific Compliance
  • Industry Profit Review

Support

  • Super Accountant: Accounting AI Agent + Our CPA and CFO Team
  • Email Support (5 business days)
  • Zoom/Phone Support
  • Chat/SMS Support
  • In-Person Strategy Access

Bronze

Foundation

Startups and solopreneurs

$250/mo

$3,000 a year, T2 and GST/HST included

50% off the base plan fee for your first 3 months on a 12‑month subscription

Includes up to 4 bank, card and payment accounts.

Compliance & Filing

  • T2 Corporate Tax Return
  • T1 Personal Tax (Owner)Add-on
  • GST/HST Filing
  • PST/QST Filing
  • Free Unlimited CRA Audit Support*
  • Payroll & T4/T4A SlipsFrom $75/mo

Bookkeeping

  • Clean Books: Quarterly
  • Bank & Card Reconciliation
  • Guided Setup
  • Year-End Close by Our Team
  • Monthly Financial Reports

Receipt Management

  • Snap, Forward or Email Receipts
  • Receipt Review: Quarterly

Cash Flow Management

  • AI Cash Flow Forecast, Always On
  • CFO Cash Flow Review: Quarterly

Invoicing, AP & AR

  • Invoicing with Payment Reminders
  • AP & AR via Ramp, Float or Plooto

Tax Planning

  • Tax Optimization Checklist
  • Year-End Tax Review Video
  • Salary vs. Dividend Analysis
  • Quarterly Tax Strategy Call
  • Corporate Structure Review

Proactive Tax Planning

  • Industry-Specific Compliance
  • Industry Profit Review

Support

  • Super Accountant: Accounting AI Agent + Our CPA and CFO Team
  • Email Support (3-day response)
  • Zoom/Phone Support
  • Chat/SMS Support
  • In-Person Strategy Access
Everything included

Gold

Scale

Scaling and exit-ready businesses

$1,400/mo

$16,800 a year, T2, T1 and sales tax included

50% off the base plan fee for your first 3 months on a 12‑month subscription

Includes up to 10 bank, card and payment accounts.

Compliance & Filing

  • T2 Corporate Tax Return
  • T1 Personal Tax (Owner)
  • GST/HST Filing
  • PST/QST Filing
  • Free Unlimited CRA Audit Support*
  • Payroll & T4/T4A SlipsFrom $75/mo

Bookkeeping

  • Clean Books: Monthly
  • Bank & Card Reconciliation
  • Guided Setup
  • Year-End Close by Our Team
  • Monthly Financial Reports

Receipt Management

  • Snap, Forward or Email Receipts
  • Receipt Review: Monthly

Cash Flow Management

  • AI Cash Flow Forecast, Always On
  • CFO Rolling Forecast, Reviewed Monthly

Invoicing, AP & AR

  • Invoicing with Payment Reminders
  • AP & AR via Ramp, Float or Plooto

Tax Planning

  • Tax Optimization Checklist
  • Year-End Tax Review Video
  • Salary vs. Dividend Analysis
  • Quarterly Tax Strategy Call
  • Corporate Structure Review

Proactive Tax Planning

  • Industry-Specific Compliance
  • Industry Profit Review

Support

  • Super Accountant: Accounting AI Agent + Our CPA and CFO Team
  • Priority Email (24hr response)
  • Priority Zoom/Phone
  • Chat/SMS Support
  • In-Person Strategy Access

Compare all features

Optional add-on, any plan

Compilation engagement

CPA-prepared year-end financial statements (Notice to Reader), compiled under CSRS 4200 and signed, ready for your bank, lender or investors. Not included in any plan: add it only when you need it.

What a compilation engagement includes
$1,500

per year-end

Your price grows with your business, not ahead of it

Three things set your fee: the plan you choose, the size of your business and the accounts we manage. You control the first. Your books decide the other two, by the same rules for every client.

1
Size comes from your books

We take your average monthly business spend over the last three months, straight from your ledger. No estimates and no guesswork.

2
Complexity you can see

Foundation, Growth and Scale each include a set number of bank, card and payment accounts. Each account above that adds $25 a month, so you only pay for the complexity you have. AI Powered DIY has no account limit.

3
Bands move slowly and with notice

We check each quarter. Your band changes only after two quarters in a row outside it, with 30 days' written notice. AI Powered DIY and Scale prices are locked for your first 12 months.

4
On-time T2 on AI Powered DIY

Finish your books with our Accounting AI Agent within 45 days of your year-end and we deliver your T2 within 35 days. Books that are late or incomplete are brought up to date at $100 an hour first.

Pricing questions

What is a super accountant?

Our Accounting AI Agent and our team working as one. The agent is always on: it reads and files your receipts, suggests matches when it reconciles your accounts, forecasts your cash flow and answers questions about your numbers in plain language. Our CPA and CFO team reviews your books, advises on cash flow and tax, and prepares and files every return. The agent never files anything on its own.

How do Ramp, Float and Plooto fit in?

When we manage your payables and receivables, our team sets up and runs your bill approvals, supplier payments and collections through Ramp, Float or Plooto. That is why AP and AR management sits in Growth, as an add-on, and comes included in Scale.

What does Free Unlimited CRA Audit Support cover?

It is included in Foundation, Growth and Scale, and does not apply to AI Powered DIY. When CRA reviews or audits a return or filing we prepared, we handle the correspondence and representation at no extra charge. It applies only to work completed by 786 Venture CPA, and only for the periods we are engaged for. Notices of objection beyond our first response, Tax Court appeals and voluntary disclosures are separate engagements, as set out in our terms.

Who is AI Powered DIY built for?

An owner-run corporation that is comfortable keeping its own books, guided by our Accounting AI Agent, and wants a CPA firm to review the year and file the T2. It covers one corporation at any business spend, however many bank, card and payment accounts you have.

What counts as an account?

Each bank account, credit card, line of credit, loan and payment processor whose transactions go into your books. Foundation includes 4, Growth 6 and Scale 10, and each account above your plan's allowance adds $25 a month. AI Powered DIY has no account limit and no account charge.

What counts as business spend?

Everything the company pays out in a month to run the business, read from your books and averaged over three months. Payroll wages are priced in the payroll add-on, so they are left out, together with owner pay and dividends, transfers between your own accounts, loan principal, GST/HST and payroll remittances, and capital purchases.

What happens when my business grows?

Your band moves up only after two quarters in a row above it, and we give you 30 days' written notice first. On AI Powered DIY and Scale, your price is locked for your first 12 months. If you outgrow your plan, we show you the numbers and you decide. Moving up from AI Powered DIY, any prepaid months you have not used carry over as credit.

Can I cancel?

Foundation, Growth and Scale on month to month: cancel anytime with 30 days' written notice. On a 12-month subscription: 12-month term. If you leave before the 12 months end, we charge back only the 50% intro discount you received, nothing else. 30 days' notice to cancel. AI Powered DIY is a 12-month subscription, so it runs for the full term; you can still move up to another plan, and unused prepaid months carry over as credit.

Can my price go down?

Yes. The same two-quarter rule works in both directions, and closing an account removes its charge from the next billing month.

Are year-end financial statements included?

No. CPA-prepared year-end financial statements are a separate compilation engagement, an optional add-on at $1,500 per year-end that you can add to any plan. Many corporations only need them for a bank, a lender or investors. Your T2 is filed either way.

Is GST/HST filing included in AI Powered DIY?

AI Powered DIY covers your T2 at $800. GST/HST returns are added at our published rate, from $150 per filing period. GST/HST filing is included from Foundation upward.

*Free Unlimited CRA Audit Support is included in Foundation, Growth and Scale. It applies only to work completed by 786 Venture CPA, and only for the periods we are engaged for.

All prices are in Canadian dollars and exclude GST/HST. Year-end financial statements are not included in any plan: the compilation engagement is an optional add-on at $1,500 per year-end. The AI Powered DIY annual plan is billed up front at $1,440. AI Powered DIY and Scale prices are locked for 12 months when you sign up online. Foundation, Growth and Scale on month to month can be cancelled anytime with 30 days' written notice. On a 12-month subscription: 12-month term. If you leave before the 12 months end, we charge back only the 50% intro discount you received, nothing else. 30 days' notice to cancel. AI Powered DIY is a 12-month subscription.

The 50% off your first 3 months offer applies to the base plan fee of Foundation, Growth and Scale when you sign up for a 12-month subscription. It does not apply to extra account charges or add-ons. AI Powered DIY annual pricing already carries its own discount.

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Stop the money leak

How Much Longer will you Overpay?

Every month you wait is more money to the CRA that should be in your pocket. Pick a plan with a fixed monthly fee and we’ll show you exactly where you’re losing money, what you could save, and how we’ll make it happen. Zero pressure. Just facts.

Average client first-year results

$12,000 –
$35,000

in annual tax savings identified

Avg. savings for T2 clients

$8,400/yr

Penalty avoidance (trades)

$4,500+

Our packages

Not sure where to start?

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Find the plan that fits you.

Frequently Asked Questions

Answers, not surprises.

How much does a personal tax return (T1) cost in Canada?

A basic T1 personal tax return is $200 per return. If you have rental income, a rental schedule (T776) is $200 for the first property and $50 for each additional rental. A T2125 self-employment schedule is $300 including filing – bookkeeping for the business is billed separately.
A T2 corporate tax return is included in our Foundation, Growth and Scale plans, and is $800 a year on our AI Powered DIY plan. A T2 on its own, or for a dormant or NIL/minimal-activity corporation (common for holding companies), is quoted in writing after a free consultation.
A T5013 is the Partnership Information Return required for many Canadian partnerships (including LLPs). We prepare the full return, allocate income to partners, and issue T5013 slips and summaries. Pricing is $1,800.

A compilation engagement (under CSRS 4200, formerly Notice to Reader) produces financial statements accepted by banks, lenders, and most private-company stakeholders. It is not an audit or a review – it is the most common deliverable for Canadian small and mid-sized corporations. Pricing is $1,500 per year.

Ongoing monthly bookkeeping comes in four plans, priced by your average monthly business spend and the number of bank, card and payment accounts we manage. See our pricing page for the current plans. Catch-up bookkeeping (cleaning up prior periods before a tax filing) is quoted in writing after a free books review.

Creators use the same four plans as every other business, from AI Powered DIY to Scale, priced by your average monthly business spend and published on our pricing page. We handle income from every platform, brand deals, GST/HST and your T1, and once you incorporate, the corporate T2 and payroll. Not sure which fits? See our packages.

Yes. We are a licensed CPA Alberta firm and serve clients remotely in every province and territory except Saskatchewan.
No. All fees are quoted in CAD excluding GST. GST is added on the final invoice.

You choose. Foundation, Growth and Scale run month to month, which you can cancel anytime with 30 days’ notice, or on a 12-month subscription with 50% off the base plan fee for your first 3 months. If you leave a 12-month subscription early, we charge back only that 50% intro discount, nothing else. AI Powered DIY is a 12-month subscription. Tax returns and compilations are project-based with a fixed fee quoted before any work begins.

Step 1: Free 20-minute assessment – we learn about your situation and quote a fixed fee in writing.

Step 2: You sign a simple engagement letter and upload documents through our encrypted portal.

Step 3: A CPA reviews and prepares everything, then sends you a draft for approval.

Step 4: We file, and you get year-round support and CRA correspondence handling. The entire onboarding takes 3–7 days.

If CRA questions a position we filed, we defend it at no extra cost. We prepare every return audit-ready – with supporting documentation attached to every claim – so reviews are resolved quickly. CRA audit support is included in every engagement.

A licensed CPA leads every engagement. Unlike large firms that rotate juniors through your file every year, you get the same senior team member throughout. You will have their direct email and phone number – no call centres, no ticket systems.

Find the right plan for your business

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A licensed CPA will review your request and reply within 2 business days. Your information is kept strictly confidential.
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This page provides general information. It is not accounting, tax or legal advice and should not be relied on for any specific situation. Contact 786 Venture CPA for advice on your circumstances.