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.
Level 1 Services :
Accounting setup for new businesses or transition from manual systems to computer based accounting software setup; monthly bookkeeping, reconciliation of bank and credit card accounts; periodic financial performance reports, regulatory reporting requirements including government remittances for PST and GST. Ongoing accounting advisory support. Annual tax returns for sole proprietor businesses.
Level 2 Services :
Level 1 services plus special accounts reconciliations for debt accounts, prepayments and reserve accounts. Preparation of Notice to Reader financial statements with limited note disclosure; maintenance of capital assets and other schedules; budget preparation assistance, financial statement analysis and interpretation; preparation of annual company returns; Annual tax returns for Incorporated businesses and Not For Profit corporations.
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; assistance with business plan development for 3rd party with pro forma financial statements included.
Tax Compliance Services:
Tax planning services. 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.
Payroll management; Periodic cleanup of books; QuickBooks online setup or transition; QuickBooks desktop or online in-person training.
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.