Level 3 - Advanced

Starting at an investment of $1100 per month

Designed for clients with up to 10 employees who would like a professional bookkeeper to manage their finances, payroll and government compliance tasks.

This package includes:

  • Management of expenses and accounts payable
  • Management of revenue and accounts receivable
  • Recording of up to 500 transactions  
  • Invoice, credit note and receipt template customization
  • Management of general ledger
  • Monthly Financial Statements 
  • HST/GST returns and remittances
  • Bank and credit card reconciliations, completed monthly (up to 5)
  • Payroll services (1-10 employees)
  • T4 preparation and filing
  • Source deductions, EHT and WSIB remittances
  • Monthly bookkeeping review meeting
  • Budgeting and forecasting
  • Cash flow management
  • Phone and email support* 
  • Business operations analysis
  • Complimentary Hubdoc account

Optional package add-ons (at additional cost):


  • Collections assistance
  • Payroll services, for additional employees
  • Inventory tracking and job costing 

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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