Monthly bookkeeping
Bank and credit card accounts reconciled and categorized, so you always know where your business stands.
Accounting & tax for small businesses
Clear books.
Calm tax season.
Real answers from a real person.
Bookkeeping, payroll, HST, corporate tax and tax planning for small businesses, plus insurance guidance for business owners and individuals. Every new client starts with a free conversation.
Tax deadlines arrive whether your records are ready or not. Starting early gives you room to plan.
- Free 30-minute consultation
- Personalized quote before any work begins
- Virtual office · 9am–6pm ET
- Business & individual insurance guidance
Sound familiar?
Three situations that bring business owners to us.
01
Receipts are piling up, and a filing deadline is getting closer.
02
You are not sure which business expenses you can claim, or what records to keep.
03
You would rather ask a person than guess, but you do not know who to call.
You don't need to have everything figured out before you call. That is what the free consultation is for.
What we do
Every part of your business finances, looked after together.
Payroll
Pay runs, source deductions and year-end slips such as T4s, for one employee or a small team.
HST returns
Your HST prepared from up-to-date books and filed for whichever reporting period applies to you.
Corporate tax (T2)
Your corporate return prepared from up-to-date books and reviewed before it is filed.
Tax planning
Guidance on the expenses you can claim, the records to keep, and how to plan ahead instead of catching up.
Cleanup & catch-up
Fallen behind? We review where things stand, agree the scope and quote with you, then bring your records up to date.
Business & individual
Talk it through
Insurance guidance
Corporate life insurance for business owners, and personal cover for individuals, arranged through our licensed partner agency. Book a consultation and we'll find out what fits your situation.
We also prepare and file personal tax returns. To confirm: partner agency name and insurance wording
Why Upscale
Built around the questions business owners actually have.
On your own
- Guessing which expenses count
- HST, payroll and year-end dates creeping up
- A bill you did not expect
- Not knowing who to ask
With Upscale
- Guidance on eligible expenses and the records to keep
- Your deadlines planned for, not discovered at the last minute
- A personalized quote you agree to before any work begins
- A free 30-minute consultation to talk your situation through
About us
A letter from our founder.
Founder photoYour professional photo goes here.
To confirm: photo
To confirm: photo
Founder video
Script to be written by Tuoyo for your approval.
To confirm: video
Script to be written by Tuoyo for your approval.
To confirm: video
Draft letter, placeholder only. This will be written from the points you send us, then edited by you. Nothing below is a statement about you yet.
Dear business owner,
[Why you started Upscale Professional Services, in your own words.]
[Who you most enjoy working with, and what you want every client to feel after working with you.]
[How you work: the free consultation, a quote agreed up front, and being available when clients have questions.]
[An invitation to book a free consultation.]
Rosalind To confirm: full name & title
MSc AccountingACCAACA
Credentials wording needs checking before launch. In Ontario, "chartered accountant" titles are protected, and ACCA use is restricted unless you are a CPA Ontario member. We will confirm the exact wording you may use before this goes live.
Pricing
Priced to your business, agreed before we start.
Every business is different, so we don't use a one-size price list. After a free conversation you receive a personalized quote.
- Free 30-minute consultationWe learn about your business and what you need.
- Personalized quoteClear scope, based on your situation.
- You decideNo work begins until you agree.
How it works
Getting started takes four simple steps.
01
Free 30-minute consultation
Book a time that suits you. We talk about your business, where your books stand and what you need.
02
Personalized quote
We recommend the right services for your situation and send you a quote. Nothing starts until you agree.
03
Share your documents
Once you accept, you send your documents through our client platform or by email.
04
We do the work
Books brought current, and returns prepared and reviewed before anything is filed.
To confirm: turnaround times from your proposal
Frequently asked
Common questions, plainly answered.
Is the consultation really free?
Yes. The first consultation is free and lasts 30 minutes. It is a chance to talk about your situation and for us to understand what you need before we quote.
Why don't you publish prices?
Every business is different, so we price each engagement to your situation. After your free consultation you receive a personalized quote, and you agree to it before any work begins.
What if I am months behind on my records?
Yes. Cleanup and catch-up is one of our services. We review where things stand, agree the scope and quote with you, and then bring your books current.
Do you help individuals as well as businesses?
Our focus is small businesses. Insurance guidance is available for both business owners and individuals, and we also prepare personal tax returns.
Will working with you lower my tax bill?
No honest accountant can promise a particular result. What we do is keep accurate records, make sure you claim the expenses you are entitled to, and help you plan ahead so there are fewer surprises at filing time.
Do I need to visit an office?
No. We work virtually, so consultations and meetings happen online, and you share documents through our client platform or by email.
Free 30-minute consultation
Let's talk about your business. Your first 30 minutes are on us.
Book a time, or send us a message first. We'll talk about where your books stand, what's coming up and what you need, before you commit to anything.