Personal tax
The full set for personal tax, including the T1, our most detailed checklist and the one that carries your busiest season.
The Install: checkout
Signed. Now let's get you booked.
Thank you for signing. A copy of your agreement is in your inbox. Add the service lines from your proposal to your cart, then pay at checkout to hold your spot.
- ✓ Agreement signed
- Choose your service lines
- Pay at checkout
Your service lines
Seven workflows$5,500$4,125Founders rate
Ten workflows$6,500$4,875Founders rate
Nine workflows$6,500$4,875Founders rate
Seven workflows$6,000$4,500Founders rate, from
Bookkeeping add-on$2,500$1,875Founders rate, each
Special module$1,500$1,125Founders rate, each
Add what's in your proposal.
Choose the same service lines Jo recommended in your proposal PDF. Not sure? Reply to Jo's recap email before you check out.
Your founders code
FOUNDER2026Copied
Enter it at checkout. It's yours because you agreed to a testimonial and permission to share your before and after.
Build windows still open
- Nov 9 to 20
- Nov 23 to Dec 4
- Dec 7 to 18
- Dec 21 to Jan 4
- Jan 4 to 15
- Jan 18 to 29
Two weeks per service line, one firm at a time. You'll lock in your dates right after checkout. Need more than are open? We can hold you a spot in May.
Sole proprietor
From prospect to offboarding, including the T1 with catch up, the six month meeting and the GST/HST return.
Corporate
Onboarding, the year-end project, the compilation engagement, the annual payroll schedule and the rest of the corporate set.
Bookkeeping
The foundation workflows plus the engagement type you choose: weekly, monthly or quarterly. Priced from this amount.
Add to a service line
Extra engagement type
Another engagement type on top of your bookkeeping set: weekly, monthly or quarterly. Price is for each one.
Payroll or catch up
A payroll or catch up workflow set, added to any service line. Price is for each one.
All prices are in Canadian dollars, plus applicable sales tax. Crossed out prices are regular prices. Founders rates apply to payments received in 2026. Hourly support after handoff is $135 an hour.
After you pay
Jo takes it from here.
- Book your dates. Right after checkout, you'll lock in your build windows and your kickoff call in one step.
- Kickoff call. The Friday before your first window. Jo confirms your dates and your main contact, and checks your access.
- Handover. About two weeks per service line, each with a recorded walkthrough for your team.
Questions
Before you check out
Can I pay in instalments?
No. The Install is paid in full at checkout. Your spot is booked once we receive payment.
When can you deliver?
We don't deliver Install work from February 1 to April 30. Anything not finished by late January moves to May. A 2026 founders payment can be booked for delivery before February 1 or after April 30.
What if I change my mind?
Cancel in writing. Before your kickoff call, you get a full refund. After your kickoff call, payments are non-refundable.
Where are my full terms?
All of your terms are in the agreement you signed. A copy went to your inbox when you signed. Can't find it? Email support@buildthefirmco.com and we'll resend it.
Questions before you pay? Just ask.
Email support@buildthefirmco.com or reply to Jo's recap email. Haven't signed yet? Sign your agreement here first.
This doesn't exist anywhere else.These are the exact workflows Michelle Arnason, CPA, runs her own firm on, tested through real tax seasons. Not a template pack. Jo builds them right into your software, and your team finally has one way to do the work.
