50% Off Bookkeeping Catch-up/Clean-up to be Tax Season Ready

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Bookkeeping
Payroll
GST/HST Filing
Accounts
Management
Personalized
Business
Accounting
☑ Same day quotes for additional services to our pre-priced plans.
☑ Same day onboarding of accounts and records.
1. Have business transactions sent automatically through bank feed or manually
2. We’ll accurately journalize and categorize every transaction daily or weekly, reconcile accounts for the month-end close, aptly respond to any changes in business operations
3. Prepare and review your monthly business management report with you, containing a cash flow statement with CRA-required income statement and balance sheet
Save even more time than that with help in creating and sending invoices for you, as well as managing what you owe.
Accounts receivable
Follow up with customers for overdue payments
Generate and send invoices
Prepare and deliver weekly receivables aging summary
Accounts payable
Keep you updated on upcoming bill due dates
Process and track bills
Pay suppliers with your payment method of choice
Excel Accounting
~30 Transactions/mo.
Excel chart of accounts setup
Weekly bookkeeping
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 3 business bank accounts
$150/mo.
~100 Transactions/mo.
Excel chart of accounts setup
Weekly bookkeeping
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 5 business bank accounts
Project & class tracking + reports
$350/mo.
~200 Transactions/mo.
Excel chart of accounts setup
Daily/weekly bookkeeping
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 10 business bank accounts
Additional business reports included in monthly management report
i.e. Sales by Customer Report + Sales by Employee Report
$650/mo.
Top 3 necessities
We will ease the worries of tax season for suitable candidates who best fit our CRA-compliant packages.
Additional support in payroll, accounts receivable/payable management and clean ups/catch ups are requestable.
Initial
$400/mo
Up to 30 transactions/mo
Categorize transactions weekly
Quickbooks set up
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 3 business bank accounts
Established
$700/mo
Up to 75 transactions/mo
Categorize transactions weekly
Quickbooks set up
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 5 business bank accounts
Comparison of last month’s balance sheet and Income statement with the current month
Combined
$1000/mo
Up to 200 transactions/mo
Categorize transactions weekly
Quickbooks set up
Monthly financial statements
Same-day response to inquiries
GST/HST filings
Chequing, credit card & loan reconciliation
Up to 10 business bank accounts
Comparison of last month’s balance sheet and Income statement with the current month
2 additional business reports included in monthly management report
i.e. Sales by Customer Report + Sales by Employee Report
*Packages are customizable to better fit the budget through our free consultation.