Who: Minimal transactions per quarter, cyclical activity, you are really only worried about getting HST right.

• Record all income and expenses

• Bank account reconciliation (up to 2 accounts)

• Quarterly financial statements

• Quarterly HST remittance recommendation

• Annual HST return preparation

• Discounted Quickbooks subscription (optional)

• Discounted personal and business tax return

• 30 minute call per quarter

• Email support

Who: More monthly transactions per month.

• Record all income and expenses

• Bank account reconciliation (up to 4 accounts)

• Monthly financial statements

• Quarterly HST recommendation

• Annual HST return preparation

• Discounted Quickbooks subscription (optional)

• Discounted personal and business tax return

• Discounted CRA support

• Discounted Forensic and Investigative Accounting Support

• Digital receipt organization

• 1 hour call per quarter

• Email support

Who: Lots of transactions, require quarterly HST returns

• Everything in Bookkeeping Basics plus;

• Quickbooks online subscription

• Personal Tax return preparation

• Quarterly HST return preparation

• Payroll/subcontractor remittances

• CRA Support

• Monthly tax planning and projections

• Additional 1 hour call per quarter to review and plan for the future

Costing and pricing: Not sure what you should be charging for your goods or services? We’ll help you formulate a plan that covers all your expenses and works towards the income you want.

Accounting System Setup:

• Setting you up in an accounting system that meets your needs

• Entering opening information and preparing the system for use

• Training on how to use the accounting system effectively

Backdated Accounting Needs: Have years worth of books that need to be updated or input? We will get all your information up to date including any reporting needed in relation to those updates.