Our services are tailored to address each client's unique business and personal needs.  You choose what services you need at a price that you are comfortable with. Our service offerings are designed to remove the element of surprise in your service package and invoice.  All pricing and service agreements are subject to a formal know-your-client assessment and engagement letter.  

 

We bill by hour for short term engagements (10 hours maximum) and negotiate an engagement fee and or retainer fee for assignments of longer duration.

 

Level 1 Services - Sole proprietor Business   

Set up accounts for new businesses or businesses transitioning  from manual to computer/cloud based accounting software

Monthly bookkeeping including banking and credit card reconciliations

Financial performance reports

Assist with regulatory reporting requirements including remittances for PST, GST and HST. 

Ask your Accountant support.

Annual tax returns 

 

Level 2 Services - Incorporated Businesses and Not for Profit Corporations

Level 1 services plus Preparation of  Notice to Reader financial statements with limited note disclosure;

Special accounts reconciliations for debt accounts, prepayments and reserve accounts

Maintenance of capital assets  and other schedules;

Budget preparation assistance, financial statement analysis and interpretation

Preparation and filing of annual company returns

Annual corporation tax return

 

Level 3 Services :

Level 2 services plus internal control financial services. 

Special use financial statement preparation

Business advisory services including business valuations

Strategic planning and performance management services

Business plan development for 3rd party with pro forma financial statements included. 

 

Tax Compliance Services - Personal Services

Annual tax reviews for your tax situation.  Annual personal tax returns compiled and e-filed for you.  Option for us to assist with CRA follow up audits on an annual basis. Pricing for multiple year filing is established based on a  know-your-client assessment.

 

Other Services:

Payroll Management Services

QuickBooks online setup or transition; QuickBooks desktop and or quickbooks online in-person training

Financial Literacy Sessions 

Your business and your referrals are much appreciated. Enjoy a 10% discount on your current invoice (business or tax) for new referrals.  

 

Special pricing for post secondary students and new immigrants:

Please contact us to see if you qualify.