Bookkeeping & Financial Solutions
Organize and control your finances with our bookkeeping packages. Whether you need monthly support or quarterly reviews, we’ll tailor our services to your needs, ensuring your business operates smoothly. Don’t wait for tax season to sort your books—let us help you stay proactive and prepared
Premium | Plus | Essential | |
| For business owners focused on growth. Comprehensive support to understand financials and make informed decisions. | For business owners wanting to streamline work, reduce stress, and save time. Simplify your life. | For basic record-keeping to meet CRA compliance. Accurate and up-to-date entries. | |
| Secure file transfer portal | ✓ | ✓ | ✓ |
| QBO subscription (valued at $960/year) | ✓ | ✓ | ✓ |
| Monthly meeting or support time, up to: | 60min | 30min | 15min |
| Posting all business bank & credit card transactions | ✓ | ✓ | ✓ |
| Business bank & credit card reconciliations | ✓ | ✓ | ✓ |
| Clearing and entry of all items in the bank feed | ✓ | ✓ | ✓ |
| Monthly review of transactions | ✓ | ✓ | ✓ |
| If we receive all your business paperwork by the 5th of the month for the last month we will complete your books by: | 10th – 17th | 15th – 22nd | 20th – 27th |
| GST/HST remittances filed on your behalf | ✓ | ✓ | ✓ |
| Support with Canada Revenue Agency inquiries | ✓ | ✓ | |
| Making adjustments for any foreign currency transactions | ✓ | ✓ | |
| Review of balance sheet for accuracy | ✓ | ✓ | |
| Completion of year-end financial reports | ✓ | ✓ | |
| Reconciling intercompany accounts | ✓ | ✓ | |
| Monthly management Profit & Loss and Balance Sheet reports | ✓ | ||
| Accounts Payable monitoring | ✓ | ||
| Precision accounting with accruals & prepayments | ✓ | ||
| Annual Budget creation based on historical information | ✓ | ||
| Customized Reports | ✓ | ||
| Business tax return & tax planning | Add-on | Add-on | Add-on |
| Individual tax return | Add-on | Add-on | Add-on |
| Payroll set-up and oversight | Add-on | Add-on | N/A |
| Past account clean up | Add-on | Add-on | Add-on |
Selected the best package for your business? Here’s the next steps:
01
New Client Application Form
Fill out the discovery form below so we can detail and customize the packages for your business.
02
We’ll be in touch
Our team will contact you to schedule a meeting on how we can help your business succeed
03
Let’s get started
We’ll send you a quote and upon approval, we’ll send the necessary paperwork and get started!