KlariFi Bookkeeping & Tax logo

KlariFi Bookkeeping & Tax

by KlariFi Bookkeeping and Tax Limited · Since 1999
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Active1+ countriesCloud
Quick facts
VendorKlariFi Bookkeeping and Tax Limited
Year launched1999
StatusActive
LocationOrillia, Ontario: Unit 300, 100 Colborne St W., Orillia ON, L3V 2Y9 Walkerton, Ontario: 200 McNab Street Suite 102, Walkerton, ON, N0G 2V0 Calgary, Alberta: 4838 Richard Rd SW #300, Calgary, AB, T3E 6L1 Penticton, British Columbia 2504 Skaha Lake Rd #104, Penticton, BC V2A 6G1
Countries served1+
Languages1
Integrations10+
Free tierNO
Free trialNO
Contact salesNO

About KlariFi Bookkeeping & Tax

A bookkeeping and tax service provider for Canadian small businesses. Offers bookkeeping, payroll, tax preparation, and fractional CFO services using cloud-based accounting software.

KlariFi offers bookkeeping, tax, and fractional CFO services tailored for Canadian small businesses. The service is built around a tech-enabled approach, using cloud software like QuickBooks Online, Dext, and Plooto to streamline financial management. Core offerings include transaction tracking, bank reconciliations, payroll processing via Wagepoint, and CRA-compliant tax filing. They also provide catch-up services for businesses with outdated records. KlariFi serves various industries, including healthcare, construction, agriculture, and retail. Pricing is structured in monthly fixed-fee packages based on transaction volume and expenses, starting from $399 CAD. The service is delivered remotely across Canada, with physical offices in Ontario, Alberta, and British Columbia.

Pros & Cons

Pros
  • Offers a comprehensive suite of financial services including bookkeeping, tax, payroll, and fractional CFO.
  • Provides transparent, fixed monthly pricing plans tailored to small businesses.
  • Integrates with a wide range of modern accounting and payment software like QuickBooks, Dext, Stripe, and Shopify.
  • Serves a diverse set of industries with specialized expertise.
  • Offers catch-up services for businesses with outdated financial records.
Cons
  • Services are specifically tailored for Canadian businesses and tax laws.
  • Pricing for corporate and personal tax returns are add-ons to the monthly bookkeeping plans.

Features

Key features

Bookkeeping Services

Includes transaction tracking, bank and credit card reconciliations, and expense categorization.

Tax Preparation and Filing

Maximizes deductions and ensures CRA-compliant filing for businesses and individuals.

Integrated Payroll Services

Manages payroll processing, direct deposits, and year-end T4/T4A slips using Wagepoint.

Fractional CFO Services

Provides strategic financial leadership for growing businesses without the cost of a full-time CFO.

Catch-Up Bookkeeping

Brings overdue financial records up to date for businesses that are months or years behind.

Additional features

Financial Statement Generation

Delivers monthly reports like Profit & Loss, Balance Sheets, and Cash Flow Statements.

GST/HST Filing

Tracks sales tax and files returns to avoid penalties.

Technology Integration

Connects with tools like QuickBooks Online, Dext, Plooto, Stripe, Square, and Shopify.

Bank Integration

Syncs with all major Canadian banks for automated transaction tracking.

Secure Document Management

Uses tools like TaxDome for secure client portals and document exchange.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Sprout
CAD 399/mo
flat rate · billed monthly
  • Up to 50 Transactions or $50,000 Expenses
  • Up to 4 Reconciliation Accounts
  • Monthly Bookkeeping Frequency
  • GST/HST Filing
  • 1 Integration
Source: vendor pricing page →
Nurture
CAD 699/mo
flat rate · billed monthly
  • Up to 100 Transactions or $75,000 Expenses
  • Up to 6 Reconciliation Accounts
  • Monthly Bookkeeping Frequency
  • GST/HST Filing
  • 2 Integrations
Source: vendor pricing page →
Grow
CAD 999/mo
flat rate · billed monthly
  • Up to 200 Transactions or $125,000 Expenses
  • Up to 12 Reconciliation Accounts
  • Weekly Bookkeeping Frequency
  • GST/HST Filing
  • 4 Integrations
Source: vendor pricing page →
Mature
CAD 1,499/mo
flat rate · billed monthly
  • High Volume Transactions
  • High Volume Expenses
  • High Volume Reconciliation Accounts
  • Weekly, or as needed Bookkeeping
  • 6 or More Integrations

Starts at $1,499.

Source: vendor pricing page →

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

Canada

Interface languages

English

Billing currencies

🇨🇦CAD

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