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.

Quickbooks Accounting

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 and loan reconciliation

  • Up to 3 business bank accounts

Initial Plan

The essentials for tax purposes

$400/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 and loan reconciliation

  • Up to 5 business bank accounts

  • Comparison of last month’s balance sheet and Income statement with the current month

Established Plan

For businesses expecting more transactions

$700/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 and 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 Summary, Sales by Employee Summary, etc.

Combined Plan

A necessity for complex businesses

$1,000/mo.

For high-volume transactions, suitable for restaurants, logistics companies, health clinics, etc.

Daily Bookkeeping

Payroll Plan

Add-on for any plan, or apply for payroll only. Available for any amount of employees

Cash Management

Taking care of all aspects in your accounts receivable/payable.