Bookkeeping Packages

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!

 

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

Do you need payroll services?  Our payroll packages are available as an add on or standalone.   

 

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:

$20 additional includes

Shorter reporting time

Payroll Liabilities Paid

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

Employee Portal

 

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

Employee Portal

 

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

Employee Portal

 

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