Items

Accounting Services

Monthly transactions

Paperless filing system for your receipts

Cloud accounting system 

Access to secure portal

Email Support

Bank transaction posting

Credit card transaction posting

Bank reconciliation

Credit card reconciliation

Year-end adjusting journal entries

Accounts included (Bank & CC)

Transaction posting

Summary of missing documents

Inventory adjustments

Other accruals

Reporting on who owes you 

Reporting on who you owe

GST returns

PST returns

Payroll

Time tracking app

Payroll app

WCB returns

Fixed asset maintenance & amortization

Financial statements (unsigned)

Foreign exchange transactions

Additional app integrations

Review or audit year end package

CRA Audit insurance

Dashboard tool for real time monitoring

Year-end/Tax Planning

Corporate tax return

Financial Statements signed by CPA 

Tax planning

Shareholder tax returns 

Advisory Services

Advisory meeting (Zoom), up to 2 hours

Budgeting & variance analysis

Cash flow forecasting

Budget forecasting

Sales & profitability analysis

Expense & costing analysis

Price

Excellence


Up to 300

Up to 10

Real-time (several times per week)

Monthly

Monthly

Monthly

Monthly

Monthly

Quarterly

Monthly

Up to 10 employees

Quarterly

Monthly, 10 days after month end

2 currencies

Up to 2

$1995+

Growth 


Up to 200

Up to 5

Semi -Monthly

Quarterly

Quarterly

Quarterly

Quarterly

Quarterly

Quarterly

Monthly

Up to 5 employees

Annual

Quarterly 15 BD after

month end

2 currencies

1

Audit Shield purchase

$995+

Best Value!

Starter


Up to 100

Up to 2

Monthly

Semi-annually (every 6 months)

Annual

Annual

Annual

Annual

Quarterly

Annual one month after year end

CAD only

Audit Shield purchase

$495+

 

Other Services

We also offer conversions from desktop accounting packages like QuickBooks and Sage 50.

In conjunction with this we can also move your payroll to a modern online service provider.

We can also help to convert and integrate industry specific accounting packages, contact us for more information.

Just starting? Check out our startup packages

Get in touch

Got questions?

Contact us to see how we can help you and your business.