Three focused services
The Right Level of
Financial Support
Each of our three services is designed to address a specific layer of your financial life — from monthly records to annual obligations to long-range planning.
Return to HomepageOur Methodology
Every engagement with Boreal Numbers begins with understanding your specific situation. We don't apply templates or shortcuts — we take the time to know your business before we start any work.
Understand
We begin with a conversation about your business structure, transaction volume, filing history, and what you're hoping to achieve. Nothing starts until we have a clear picture.
Organize & Prepare
Whether it's setting up your bookkeeping workflow, gathering documents for a tax filing, or developing a planning document — we work through each step methodically and transparently.
Review & Deliver
Every deliverable — monthly summary, completed tax return, planning document — is reviewed with you before finalization. You understand what you're receiving and what it means.
Service 01
Complete Monthly Bookkeeping
A reliable month-by-month bookkeeping service that gives small business owners in Manitoba a clear, consistent view of their financial position. Your books are maintained in cloud-based accounting software with shared access, so you can check in whenever you like.
Suited for businesses processing up to 275 monthly transactions who want their financial records maintained with care and consistency without handling the work themselves.
What's included:
- Full transaction recording and categorization
- Bank and credit card reconciliation
- Accounts receivable tracking
- Expense documentation
- Monthly income statement and balance sheet
- Dedicated bookkeeper for your file
- Monthly summary with trend observations
Process overview:
Onboarding session to establish shared access and review your existing records
Monthly processing of all transactions, reconciliation, and categorization
Monthly summary delivered with financial statements and bookkeeper's observations
Starting at
CAD 215 /month
Service 02
Annual Tax Preparation & CRA Filing
A detailed annual tax filing service for Manitoba-based small businesses, covering both corporate and personal business income scenarios. Designed for business owners who appreciate a methodical, transparent approach to their annual tax obligations.
What's included:
- T2 corporate returns or T1 self-employment schedules
- GST/HST filings
- Manitoba provincial tax requirements
- Applicable information returns
- Organized document collection process
- Pre-filing walk-through meeting
- Post-filing summary letter with key figures
Process overview:
Document collection — organized checklist shared to gather everything needed
Careful preparation reviewing all applicable deductions, credits, and Manitoba requirements
Walk-through meeting before filing — you review and understand the completed return
CRA e-filing and delivery of post-filing summary letter
Starting at
CAD 495
Service 03
Financial Planning & Tax Strategy
An ongoing advisory relationship for small business owners who want their financial decisions to be guided by a coherent, long-range plan. Best suited for businesses generating over CAD 180,000 annually where thoughtful, ongoing guidance can help shape better financial outcomes over time.
What's included:
- Thorough initial assessment of business structure and goals
- Tailored planning document updated each cycle
- Compensation structure optimization
- Corporate vs. personal investment allocation guidance
- Manitoba-specific incentive program review
- Capital expenditure timing considerations
- Two in-depth strategy meetings per year
- Email access for questions between sessions
This service is most valuable for businesses at an inflection point — growing steadily, considering significant investments, or beginning to think about long-term transitions. An introductory call helps determine whether it's the right fit.
Starting at
CAD 935 /year
Choosing the Right Service
Not sure which level of support makes sense for your business? This overview may help.
| Feature | Monthly Bookkeeping | Tax Preparation | Financial Planning |
|---|---|---|---|
| Ongoing monthly engagement | |||
| Annual CRA filing | Included where applicable | ||
| Real-time book access | |||
| Strategy & planning document | |||
| In-person or video meetings | Onboarding + as needed | Pre-filing review | 2× per year included |
| Best for businesses generating | Any revenue level | Any revenue level | CAD 180k+ annually |
| Pricing basis | CAD 215+ /month | CAD 495+ /filing | CAD 935+ /year |
Services can be combined — many clients use both monthly bookkeeping and annual tax preparation together, which keeps their records filing-ready throughout the year.
Professional Standards Across All Services
Data Security
Encrypted file transfer, secure cloud platforms, and confidentiality maintained in all client dealings.
Deadline Management
CRA and Manitoba deadlines tracked for every client. We file ahead of schedule, not at the last moment.
CPA Standards
All work performed in accordance with CPA Canada professional standards and ongoing education requirements.
One Business Day Response
Questions from active clients receive a response within one business day. Urgent matters sooner.
Service Pricing
Fixed fees agreed before work begins. Exact amounts depend on the scope of your file, discussed during an initial conversation.
Monthly Bookkeeping
Ongoing monthly engagement
Starting price
- Up to 275 monthly transactions
- Bank reconciliation
- Monthly statements
- Trend observations
Tax Preparation
Annual filing engagement
Starting price
- T2 corporate or T1 self-employment
- GST/HST & Manitoba filing
- Pre-filing review meeting
- Post-filing summary letter
Financial Planning
Ongoing advisory relationship
Starting price
- Planning document (updated yearly)
- Two strategy meetings per year
- Manitoba incentive program review
- Email access between sessions
Curious which service is the right fit?
We're happy to talk through your situation and suggest what would be most useful. Just reach out — no commitment needed.
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