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Pricing

We Value Relationships

We strongly believe in establishing and building long-term relationships with our clients. We believe in your dreams and business aspirations and work together as a team to make your goals a reality. We believe in treating our clients with integrity, honesty and respect. We believe our clients deserve transparency and clarity with our fees and no surprises when the final bill is delivered.

Old school in our values, new school in our pricing.

Packages

Year Ends

We understand the frustration clients have with being billed for every second spent, so we created a number of comprehensive packages to best suit your needs.

Basic Package - Starting at $800

Financial statements(PDF)
Corporate tax filing(PDF)

Standard Package - Starting at $1500

Financial statements
(PDF & Paper)
Financial statements
(PDF & Paper)
Corporate tax filing
(PDF & Paper)
Take-out meeting
Standard year-end package
Basic Family tax planning & compensation

Premium Package - Starting at $2500

Financial statements
(PDF & Paper)
Corporate tax filing
(PDF & Paper)
Business Advisory & advisory Take-in & Take-out meeting
Premium year-end package
Basic Family tax planning & compensation
Next year corporate tax projection

Elite Package - Starting at $4500

Financial statements
(PDF & Paper)
Corporate tax filing
(PDF & Paper)
Business Advisory & advisory
Take-in & Take-out meeting
Premium year-end package
Advanced Family tax planning & compensation
Tax projection & forecasting
Cash flow & financial analysis

Add Ons

Need More? We understand the need for flexibility, that's why we've introduced different add-ons for our clients to bundle with their year end packages if they are not in the Elite or Premium placement.

Additional services can be provided other than those listed here, please contact us for details.

Business Advisory

Advanced Tax & Family Unit Planning

Financial Analytics, Budgeting & Forecasting

Valuations

Bookkeeping & Compliance

Estate & Succession Planning

We will always communicate with our clients when extra time is being spent on an engagement before continuing. We want to make sure you are aware of your costs and not be surprised.

Cloud Package Pricing

As a business owner you are concentrated on growing your company, maintaining operations and involved with the daily functions in being successful. Unless you are an IT specialist or working in the financial industry, you do not have the time to be providing IT solutions or figuring out where your business sits financially. As a business owner you are in ten different places at a time, rarely in the office as you are attending meetings and on site. Our cloud solutions are designed to maximize your business investment in the technology provided by us to streamline your operations. We optimize these solutions for top performance, 24 hours a day, 7 days a week, bringing you rapid scalability in order to respond to your changing business needs quickly and efficiently. Our servers deliver you service levels that include proactive monitoring of all systems and applications, which in turn frees up your business to focus on driving innovation and achieve strategic business goals.

The Basic - $60/month

Includes access to your interface on any platform, Windows based operating system (integration with Mac), 1GB of Ram, 0.5 vCPU, 20GB storage, Microsoft Office, Adobe Reader, managed backup and accounting software usage.

The Standard - $100/month

Includes access to your interface on any platform, Windows based operating system (integration with Mac), 2GB of Ram, 1.0 vCPU, 50GB storage, Microsoft Office, Adobe Reader, managed backup and accounting software usage.

The Premium - $140/month

Includes access to your interface on any platform, Windows based operating system (integration with Mac), 2GB of Ram, 1.0 vCPU, 100GB storage, Microsoft Office, Adobe Reader, managed backup and accounting software usage.

Go Paperless

A benefit of the West Coast Cloud is the ability to go paperless. While in certain industries maintaining paper copies is still required, the ability to have all documents scanned into the cloud and accessible at your convenience is un-parallel. We offer scanning and paperless management starting at $80 a month depending on the volume and frequency needed.

At Pacific Chartered Advisors LLP we value confidentiality scalability and understand our clients needs for secure operations. Thus, for those clients who have large operations, want the ultimate in security and wish to create their own direct cloud we offer a cloud within a cloud for $500 a month.

Please contact us for further details on this option.

Discounts

You work hard at your business. Wouldn't it be nice if there was some recognition or at least a reduction in the operating expenses you incur for all of that hard work?

At Pacific Chartered Advisors LLP we believe in rewarding our clients who choose to stay with us for over fifteen years where there is an automatic 10% discount in total year-end fees. For our clients of over five years we offer various local sporting and fine dining events to show our appreciation.

Corporate Referrals

For clients that refer to us corporate year end clientele we offer 2.5% off of your final year end bill. Our clients can refer up to twelve corporate year-ends in a year for a total of 30% off their final year end bill. The only condition is that the client that has been referred must engage us to perform their year-end.

Legacy Program

We believe in rewarding our loyal clients who consistantly refer corporate clientele to us. Clients who refer to us ten new year-end engagements in a year consistantly for three years will be entered into our Legacy Program which entitles our clients up to 30% in discounts off of their year-end fees for each year going forward.

CONNECT WITH US

Delta Office: 604-353-0934
Tri-Cities Office: 604-773-8182