Essentials
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Standard
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Premium
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Add-ons
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| This option is suitable for business owners who prefer to post entries personally but would like a professional review of their postings for accuracy and omissions |
Our most popular option; this for business owners who want us to help them save time. We go beyond the Essentials package and include full bookkeeping services to help you get the most from your accounting system |
The best option for the business owner who want the full service package. We provide services over and above the Essentials and Standard packages to provide you with additional support to help your business succeed |
Other services which can be purchased separately from the packages listed |
| Bank & credit card: Review already posted transactions and reconcile (Monthly/Quarterly) |
Bank & credit card: Post transactions & monthly reconciliation |
Dedicated bookkeeper assigned to your account |
Payroll Management: Semi-monthly or biweekly payroll processing, additions, terminations, ROE issuance, annual T4 issuance ($100/month) |
| Sales Tax Returns: Review for accuracy & file (GST/PST) |
Sales: Enter customer invoices, receiving customer payments and bank deposit |
Payables: Cheque printing & payment issuance |
Training services for Accounting Software or best bookkeeping practices ($55/hour) |
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Payables: Post invoices, payments and cash transactions |
Payroll Management: Semi-monthly or biweekly payroll processing, employee additions, terminations, ROE issuance, annual T4 issuance |
Accounting software migration ($250) |
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Foreign currency: Transaction review and adjustments |
Monthly custom report processing |
T4A / T5018 Subcontractor tax form processing ($150) |
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Capital Assets: Post additions, deductions, adjustments |
Job costing: Post transactions, project management and reporting |
T3010 Annual Charity return ($500) |
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Year end: Review financials, submit to Accountant, post adjustments |
T4A / T5018 Subcontractor tax form processing |
Paperwork catch up & clean up (new clients) (price tbd) |
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Worksafe BC: Review and file |
CRA Audits: GST/Payroll/Corporate Tax compliance audits |
Onsite bookkeeping at client location ($500/day, $350/half day) |
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Unlimited email & phone support |
Email & phone monthly support package ($100/month) |
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1 meeting per year to review financials |
Job costing: Post transactions, project management and reporting ($150/month) |
