Accounting & Tax
Best value
VIP
$600
Included Services:
✓ Bookkeeping Review
✓ Completing & Filing Sale Tax Reports (GST, PST & HST)
✓ Personal Tax Return for Shareholders and Family
✓ Year-round Tax & Accounting Advisory
✓ Corporate Tax Preparation with NTR
✓ Filing of shareholder T4 or T5 tax slip
✓ Year-end Review & Adjustments
✓ Monthly Management Reports
✓ Create and Monitor Annual Budget or Forecast
✓ Audit Support
✓ Unlimited email and phone support
Most popular
EXECUTIVE
$450
Included Services:
✓ Bookkeeping Review
✓ Completing & Filing Sale Tax Reports (GST, PST & HST)
✓ Personal Tax Return for Shareholders and Family
✓ Year-round Tax & Accounting Advisory
✓ Corporate Tax Preparation with NTR
✓ Filing of shareholder T4 or T5 tax slip
✓ Year-end Review & Adjustments
✓ Quarterly Management Reports
✓ Unlimited email and phone support
Bookkeeping Packages
Best value
VIP
$600
Included Services:
✓ QuickBooks Subscription paid for by the firm
✓ Hubdoc Subscription paid for by the firm
✓ Processing bank and credit card business transactions
✓ Processing invoices on behalf of the business to clients
✓ Processing invoices from suppliers and advice you when they fall due for payment
✓ GST/HST Return Preparation (Quarterly or Annual filer)
✓ Reconciling bank and other selected accounts monthly
✓ Issue Monthly Financial Statements
✓ Unlimited email and phone support
Most popular
EXECUTIVE
$450
Included Services:
✓ QuickBooks Subscription paid for by the firm
✓ Hubdoc Subscription paid for by the firm
✓ Reconcile credit card and bank statements up to 250 transactions per month
✓ Reconcile accounts receivable and payable up to 200 transactions per month
✓ Maintain data feeds into your file
✓ GST/HST Return Preparation (Quarterly or Annual filer)
✓ Issue Quarterly Financial Statements
✓ Unlimited email and phone support
Good value
BASIC
$300
Included Services:
✓ QuickBooks Subscription paid for by the firm
✓ Hubdoc Subscription paid for by the firm
✓ Reconcile credit card and bank statements up to 150 transactions per month
✓ Reconcile accounts receivable and payable up to 100 transactions per month
✓ Maintain data feeds into your file
✓ GST/HST Return Preparation (Quarterly or Annual filer)
✓ Unlimited email and phone support
Payroll Packages
For up to 20 employees
VIP
$300
Included Services:
✓ Payment Evolution Subscription paid for by the firm
✓ Payroll processing for up to 20 Employees
✓ Weekly processing on your designated day
✓ Generate paystubs
✓ Direct Deposit Setup
✓ Generate Record of Employment and file with Service Canada
✓ Prepare and File annual T4 slips
For up to 10 employees
EXECUTIVE
$200
Included Services:
✓ Payment Evolution Subscription paid for by the firm
✓ Payroll processing for up to 10 Employees
✓ Weekly processing on your designated day
✓ Generate paystubs
✓ Direct Deposit Setup
✓ Generate Record of Employment and file with Service Canada
✓ Prepare and File annual T4 slips
For up to 5 employees
BASIC
$100
Included Services:
✓ Payment Evolution Subscription paid for by the firm
✓ Payroll processing for up to 5 Employees
✓ Weekly processing on your designated day
✓ Generate paystubs and monthly PD7A
✓ Generate Record of Employment and file with Service Canada
✓ Prepare and File annual T4 slips
Virtual Advisory Packages
Business Performance
$1200
Included Services:
✓ Goal setting and business health check
✓ Financial KPIs in the Cloud
✓ Benchmark metrics in the Cloud
✓ Strategic Planning Session
✓ Lean Business Plan
✓ Business Overview Quick Pitch Web Page and PPT
✓ One year sales forecast
✓ Three year financial plan
✓ Monthly reporting package
✓ Financial scenarios, up to 5
✓ Monthly advisory meeting: plan updates
✓ Business coaching
✓ Dedicated account manager
Business Growth
$800
Included Services:
✓ Goal setting and business health check
✓ Financial KPIs in the Cloud
✓ Benchmark metrics in the Cloud
✓ Strategic Planning Session
✓ Lean Business Plan
✓ Business Overview Quick Pitch Web Page and PPT
✓ One year sales forecast
✓ Three year financial plan
✓ Monthly reporting package
✓ Financial scenarios, up to 2
