This is what a fixed quote actually looks like
Reviewed by EverStone CPA · July 2026
Most people have never seen an accounting quote before agreeing to one, which is exactly backwards. Here is the structure of ours, line by line, using the same published anchors as the pricing page — so when you ask for yours, you already know how to read it.
Quick answer: An EverStone quote is one written document: the services listed line by line, one annual fee (payable monthly), what is included — unlimited questions among it — what would be extra and at what price, and a plain statement that the number does not change unless the scope does, in writing, first. Personal returns from $100; bookkeeping from $300/month; every corporate quote priced from your actual books.
The shape of the document
A quote here is a one-page letter with five parts. Scope — each service named specifically: “T2 corporate return and year-end financial statements for the fiscal year ending…”, not “accounting services.” The fee — one annual figure, payable monthly, next to the scope it buys. Included — the things clients are usually surprised to find inside: questions all year, CRA correspondence handling, the notice-of-assessment check after each filing. Not included — named in advance with prices, because an exclusion discovered in April is a betrayal and one named in the quote is a menu. The rule — the number changes only if the scope changes, agreed in writing, before the work.
A worked example, using the published anchors
| Line | What it says |
|---|---|
| Scope | Monthly bookkeeping; GST filings on the assigned cycle; T2 and year-end statements; owner’s T1 |
| Fee | One annual figure, monthly payments — bookkeeping lines start at $300/month, personal returns from $100; the corporate line is priced from your actual books, never a template |
| Included | Questions all year · CRA letters handled · deadline reminders · NOA checks |
| Extra, priced now | e.g. a prior-year catch-up, a CRA audit response — each with its fixed price beside it |
| The rule | “This fee does not change unless we agree a scope change in writing first.” |
Why the number can be fixed at all
Hourly billing prices uncertainty into every phone call. A fixed fee is possible because the quote is written after looking at your books — the volume, the condition, the filings, the payroll — so the uncertainty is priced once, honestly, instead of dribbled through the year as invoices. That is also why no corporate figure appears on this page: a corporate quote from a template would be a guess wearing a price tag.
How to get the real one
Email a few sentences — what the business does, roughly the transaction volume, what filings exist — or book the free consult and walk through it. Either way the quote arrives in writing, and the year-one walkthrough shows what the fee actually buys month by month.
Prepared and reviewed by a Chartered Professional Accountant at EverStone CPA, an Abbotsford CPA firm working with small businesses and incorporated owners across the Fraser Valley and Canada. About the firm → · Book a free consult →
Quote questions
Is the sample above a real price list?+
What makes the fee actually fixed?+
What if something unexpected comes up mid-year?+
Do questions cost extra?+
How fast does a quote arrive?+
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