Other services which can be purchased separately from the bookkeeping packages listed:

Training Sessions - $75.00 / hour:
For clients which perform their own bookkeeping and would like assistance. Performed in person or by zoom, these meetings will address questions you have, best bookkeeping practices for your industry, and perform a quick review of your books for improvement. By the end of this you will feel more comfortable in performing bookkeeping yourself.

T4 / T4A / T5018 Tax Slips – ($100 1-10 slips, $150 11-20 slips, $250 20-30 slips, Custom 30+ slips)
For clients which perform their own bookkeeping & payroll, we offer a package to assist with year end tax slip. Based on the information provided, we will prepare your tax slips, send them to CRA on your behalf, and send you a copy of the finished version for distribution.

Paperwork Catch-up & Clean Up (New clients) – price tbd 
For clients who are behind on their paperwork and require catch up before enrolling in a bookkeeping package, we can perform quick and efficient services to get your books caught up and sent to your Accountant for filing.

T3010 Annual Charity Returns – ($1,000+)
Given the information provided in your Accounting Software, we will complete the T3010 tax return, send to you for review, submit to CRA, and send you a copy for your records.

Tier 1: Response within 24 hours
Tier 2: Response within 48 hours
Tier 3: Response within 72 hours

Our Year-end Review package includes the following items:

• Review of client’s books for accuracy
• Address client’s bookkeeping concerns
• Minor bookkeeping to complete year end
• Entering of subsequent adjusting journal entries and matching with Accountant’s trial balance

Our Accounts Receivable service includes the following:

• Receiving customer payments
• Bank deposits
• Entering Sales from third party software such as Shopify, Square, etc
• Entering customer invoices (for Premium package only)

Our Payroll Package includes the following items:

• Payroll processing (1-2 payroll runs per month)
• Monthly Payroll tax remittance report
• New employee setup
• Employee adjustments
• Employee termination & ROE issuance
• Paycheques email to client or direct deposit to employee (if applicable)
• Annual T4 issuance
• PIER reports
• Employee Health Tax calculation
• T4A / T5018 issuance

Our Audit Proof Package protects you from extra hourly charges related to additional reporting inquiries from governing bodies such as CRA, WorkSafeBC, industry specific agencies, banks / organizations related to lending.