bookkeeping

Services

Unlike traditional bookkeeping firms that focus only on government compliance, we focus on the entire picture by providing Financial Workflow Management Services. Our goal for our clients is to understand the past and the future of their bookkeeping data: We help our clients to understand how to make educated decisions for the future of their business, and we offer a wide array of solutions to solve any business pain point. All at our fingertips!

Welcome to the world of Cloud Accounting, where we can provide training or assistance with your books and share a screen with you as though we were side-by-side! Today’s technology allows you to save money and time on travel, and helps us to keep our overall costs down, allowing us to provide professional services, with added value. We have the education, training, certifications, knowledge, resources and general know-how to take care of our clients with a personal one-on-one approach, Canada-wide!

We offer customized, fixed monthly plans based on your business needs, your wants, and your budget. There are no additional software purchases required because each plan includes the cost of the software used! You’ll receive zero unexpected bills: If you require additional work beyond the scope of your plan, we will always agree on a fixed price with you, in advance. With over two decades of experience, no deductions will be missed, and within our in-house team, we offer a Certified Quickbooks ProAdvisor for both Quickbooks Desktop and Online. Our team also has an in-depth technical knowledge of the program, actively beta testing for Quickbooks products since 2011.

We start with the basics and custom-build your plan around your needs. Check out our basic plan offerings below!

 

DIY

Sample

Sample Services Included:

Up to 1 hour of basic support per month

 

Monthly Review

 

Optional Add Ons:

Annual Personal Income Tax Returns

QuickBooks Online Subscription 

Payroll Package

*DIY Training package is a pre-requisite

Sample Services Included:

Monthly Review

Monthly Account Reconciliation

Monthly Financial Statements

GST/HST Returns

 

Liaison with Accountant

Year End Adjusting Entries

Limited Phone & Email Support

Service Guarantee

QuickBooks Online Subscription

Dedicated Shared SmartVault Folder

Optional Add Ons:

Payroll Package

*DIY Training package is a pre-requisite

Sample Services Included:

Record Sales & HST From Reports

Record Expenses & HST

Reconcile Payments

 

Process Receipts Weekly

Reconcile Bank Accounts Monthly

Monthly Financial Statements

Year End Adjusting Entries

Basic CRA Review Support

Limited Phone & Email Support

Service Guarantee

QuickBooks Online Subscription

Receipt Bank / Hubdoc

Dedicated Shared SmartVault Folder

Optional Add Ons:

Payroll Package

Sample Services Included:

Record Sales & HST From Reports

Record Deposits

Record Expenses & HST

Reconcile Payments

 

Process Receipts Weekly

Reconcile Bank Accounts Monthly

Monthly Financial Statements

Monthly Business Consultation

Year End Adjusting Entries

Basic CRA Review Support

Unlimited Phone & Email Support

Service Guarantee

QuickBooks Online Subscription

Receipt Bank / Hubdoc

Dedicated Shared SmartVault Folder

Optional Add Ons:

Payroll Package

Maintenance

Sample

Business

Sample

Insider

Sample

Payroll Packages

DIY

Services Included:

Payroll Software Subscription

for up to 10 Employees

 

Employee Portal

Direct Deposit

Prepare & File Annual T4 Slips / T4 Summary

Optional Add Ons:

10+ employees

$20 additional includes:

Shorter reporting time

Payroll Liabilities Processed

ROE's

*199.99 Initial Set up and 1 hour training pre-requisite

BASIC

Services Included:

Payroll Software Subscription

Payroll Processing for up to 5 Employees

Bi-Weekly Processing on your designated day

Generate Pay Stubs

 

PD7A Summary

Generate Record of Employments (ROE) & File with Service Canada

Prepare & File Annual T4 Slips / T4 Summary

Direct Deposit

Employee Portal

Payroll Liabilities Processed

BUSINESS

Services Included:

Payroll Software Subscription

 

Payroll Processing for up to 10 Employees

Bi-Weekly Processing on your designated day

Generate Pay Stubs

 

PD7A Summary

Generate Record of Employments (ROE) & File with Service Canada

Prepare & File Annual T4 Slips / T4 Summary

Direct Deposit

Employee Portal

Payroll Liabilities Processed

VIP

Services Included:

Payroll Software Subscription

 

Payroll Processing for up to 20 Employees

Bi-Weekly Processing on your designated day

Generate Pay Stubs

 

PD7A Summary

Generate Record of Employments (ROE) & File with Service Canada

Prepare & File Annual T4 Slips / T4 Summary

Direct Deposit

Employee Portal

Payroll Liabilities Processed

 

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