Personal Services
For the individual who needs a little help organizing their finances.
This service includes:
- Categorizing of transactions
- Budgeting
- A 30 min meeting virtual or in person to discuss finances
- Basic monthly subscription to QuickBooks online included
Tax Filing
T1 tax filings for individuals
- Up to 3 - T4's
- up to 2 - T5's
-Basic Personal expenses (Medical, Childcare, Tuition)
Business Services
Bronze Service
For the business that need a little support.
This services includes:
- Monthly reconciliations of bank accounts
- Monthly financial reports
- Year end preparation for accountant and adjusting journal entries
- A 30 min meeting virtual or in person to discuss Finances
- Quickbooks online subscription is additional
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Gold Service
For the business that need a lot of support.
This services includes:
-Expense collection and categorization
- AP tracking and payments
- AR Invoices and tracking
- Monthly reconciliations of bank accounts
- Monthly financial reports
- Year end preparation for accountant and adjusting journal entries
- GST/WCB remittances
- CRA inquiry management
- A 45 min meeting virtual or in person to discuss Finances
- Quickbooks online subscription is additional
Silver Service
For the business that need some support.
This services includes:
- Expenses collection and categorization
- Monthly reconciliations of bank accounts
- Monthly financial reports
- Year end preparation for accountant and adjusting journal entries
- A 30 min meeting virtual or in person to discuss Finances
- Quickbooks online subscription is additional
Platinum Service
For the business that needs full support
This services includes:
-Expense collection and categorization
- AP tracking and payments
- AR Invoices and tracking
- Monthly reconciliations of bank accounts
- Monthly financial reports
- Year end preparation for accountant and adjusting journal entries
- Payroll services
- GST/WCB & Payroll remittances
- CRA inquiry management
- A 1 hour meeting virtual or in person to discuss Finances
- Quickbooks online subscription is additional