Level 2 - Essentials

Level 2 is designed for clients with no employees, who would like to have a professional bookkeeper manage their books/record keeping, HST/GST returns, financial statements and bank reconciliations.    

This package includes:

  • Accounts payable and receivable
  • Invoice, credit note and receipt customization
  • Maintenance of the general ledger and chart of accounts
  • Quarterly Financial Statements 
  • HST/GST returns and remittances
  • Quarterly bookkeeping review meeting 
  • Phone and email Support*
  • Business operations analysis
  • Complimentary Hubdoc account

Option A


Starting at an investment of 

$350 per month

  • Recording up to 50 transactions  
  • Bank and Credit Card Reconciliations, completed monthly (Up to 2)

Option B


Starting at an investment of

$575 per month

  • Recording up to 200 transactions  
  • Bank and Credit Card Reconciliations, completed monthly (Up to 4)

Optional package add-ons (at an additional cost):

  • Budgeting and forecasting
  • Cash Flow Management
  • Payroll services
  • T4 preparation and filing
  • Source deductions, EHT and WSIB remittances
  • Inventory tracking and job costing
  • Collections assistance

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). 

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