Essentials
This option is suitable for business owners who prefer to manage their own bookkeeping but would like a professional review of their postings for accuracy, omissions, and best bookkeeping practices.
Bank & credit card: Review transactions posted by client and perform bank/credit card reconciliation (Monthly/Quarterly).
Sales Tax Returns: Review transactions for accuracy & file (GST/PST)
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
Bank & credit card: Post transactions & monthly reconciliation
Sales: Enter customer invoices, receiving customer payments and bank deposit
Payables: Post invoices, payments and cash transactions
Foreign currency: Transaction review and adjustments
Capital Assets: Post additions, deductions, adjustments
Year end: Review financials, submit to Accountant, post adjustments
Worksafe BC: Review and file
Premium
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
Dedicated bookkeeper assigned to your account
Payables: Cheque printing & payment issuance
Payroll Management: Semi-monthly or biweekly payroll processing, employee additions, terminations, ROE issuance, annual T4 issuance
Monthly custom report processing
Job costing: Post transactions, project management and reporting
T4A / T5018 Subcontractor tax form processing
CRA Audits: GST/Payroll/Corporate Tax compliance audits
Unlimited email & phone support
1 meeting per year to review financials
Add-ons
Other services which can be purchased separately from the packages listed
Payroll Administration: Biweekly, Semi-monthly or Monthly payroll processing & remittance reporting, additions, terminations, ROE issuance, annual T4 issuance ($100/month 1-10 employees)
Training: Performed in person or by zoom, these meetings will address questions for using your chosen Accounting software or discuss best bookkeeping practices for CRA compliance ($75/hour)
Software migration: For those interested in making the switch to one of our supported software platforms (Quickbooks Online, Quickbooks Desktop or Sage) ($500+)
Tax Slips: T4A / T5018 Subcontractor tax form processing ($250 for 1-25 slips)
T3010 Annual Charity return ($1,000)
Paperwork catch up & clean up (new clients) (price tbd)