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Packages
Gone are the days of scrambling to meet deadlines, fearing audits, and drowning in paperwork. Our expert team keeps your financial records up-to-date and in full compliance. From tax filings to financial reporting, we've got you covered.
But we don't stop at compliance; we go above and beyond to maximize the value we bring to your business. Our dedicated professionals are not just number crunchers; they are strategic advisors who understand your industry and business goals. As you choose from our four service options, you gain a trusted partner who can analyze your financial data, identify growth opportunities, and provide valuable insights to fuel your success.
Experience the peace of mind that comes with knowing your finances are in expert hands. Together, we'll elevate your business to new heights. Reach out to us today and see the difference an innovative accounting partner can make.
Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|
Best for clients with annual HST filing or their own bookkeeper | Best for clients who have new business's and need support but have the capability and capacity to do their own bookkeeping | Best for clients who are ready to get serious about their business. | Best for clients in thr growth stage of their business and want a dedicated CPA to provide valuable insights. | |
Custom onboarding and training | ✓ | ✓ | ✓ | ✓ |
Dedicated bookkeeper | ✓ | ✓ | ||
Dedicated CFO/CPA | ✓ | |||
Monthly bookkeeping | ✓ | ✓ | ||
Bookkeeping online support | ✓ | ✓ | ✓ | ✓ |
Sales tax filing (HST) | ✓ | ✓ | ✓ | |
Management reports | Annually | Monthly | Monthly | |
Payroll setup | ✓ | ✓ | ✓ | ✓ |
Receipt archieving | Add on | Add on | ✓ | ✓ |
Accounts payable and receivable management | ✓ | |||
Forecasting/ budgeting | ✓ | |||
KPI reporting and industry benchmarking | ✓ | |||
Ongoing payroll | Add on | Add on | Add on | Add on |
Personal taxes | ✓ | Add on | Add on | ✓ |
T4/T5 filing | ✓ | ✓ | ✓ | ✓ |
Corporate tax filing | ✓ | ✓ | ✓ | ✓ |
Accounting (year end financials and tax advice) | ✓ | ✓ | ✓ | ✓ |
Annual payroll remittance schedule | ✓ |