Level 1 is designed for clients who would like to do most of their own record keeping, but have a professional bookkeeper take care of their HST/GST returns, financial statements and bank reconciliations.
This package includes:
Monthly bank and credit card reconciliations (up to 2)
Quarterly Financial Statements
HST/GST returns and remittances
Quarterly bookkeeping review meeting
Phone and email support*
Optional package add-ons (at additional cost):
Budgeting and forecasting
Cash flow management
Inventory tracking and job costing
Payroll software feature – self-sufficient
Payroll services
T4 preparation and filing
Source deductions, EHT and WSIB remittances
Collections assistance
Business operations analysis
A software license will be required to receive these services.
We offer software discounts to our clients.
* Next Level Business Support hours are Monday - Friday (9:30 am - 3:30 pm EST), with the exception of all Ontario Statutory Holidays. Our goal is to respond to your support request, within 24 hours of receipt (during regular business hours).
