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Service packages

Your package will be customized to reflect your company's unique needs. No more. No less.

Level 1

 Designed for clients with no employees, who would like to have a certified bookkeeper manage their books, record keeping, HST/GST remittances & returns, financial statements and bank reconciliations.      




Level 1 - ESSENTIALS

Level 2

 Designed for clients with up to 10 employees, who would like a certified bookkeeper to manage their books, record keeping, payroll, source deductions, HST/GST remittances & returns, financial statements and bank reconciliations. 



Level 2 - Advanced

Level 3

Designed for clients with between 10 and 20 employees,  who would like a certified bookkeeper to manage their books, record keeping, payroll, source deductions, HST/GST remittances & returns, financial statements and bank reconciliations.  


Level 4 - Premium

Additional services

Set up (one time charge)

Includes set up and customization of:

  • Chart of accounts
  • Suppliers and clients’ details
  • Suppliers' direct deposit details 
  • Customized invoice and email template
  • Services and/or inventory details
  • Business and clients’ bank and credit card details 
  • Bank and credit card links 
  • Relevant historical data 
  • Employee payroll and direct deposit details (if applicable)
  • Commercial software applications selected for your support

Bookkeeping catch up

Each catch up is unique and will have its own schedule. 

The process can include:

  • Reviewing your existing chart of accounts 
  • Reviewing and reconciling accounts payable and receivable 
  • Reviewing and entering credit card and bank account transactions 
  • Reviewing all payroll information 
  • Reconciling all accounts  
  • Preparing financial reporting to ensure that all data has been captured 
  • Reviewing government returns and remittances for accuracy

Consulting

Our consulting services include, but are not limited to:

  • Workflow and process solutions
  • Bookkeeping
  • Creating spreadsheets, forms and documents 
  • Software selection assistance
  • Productivity and organization 
  • Implementing change

Find out how we can help your business thrive.

Contact us

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Or call us. Our phone number is:

613.668.0044

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