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.
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.