Do it yourself
A monthly review, with a report and recommendations for corrections.
One hour of support/training to support your improvement with your bookkeeping processes.
Payroll up to five employees included
$7.50 for each additional employee
Choice of two day direct deposit or employee paid.
Monthly PD7A provided for government payroll taxes.
ROE created as required.
Additional payroll options available.
Expert Transaction Posting: Record all expenses accurately.
Accurate Reconciliations: Bank and credit cards.
Streamlined Compliance Services: Prepare and file GST.
Year-End Peace of Mind: Prepare the books for your tax preparer or we can use our contacts.
Comprehensive Reporting: Monthly Income Statement and Balance Sheet.
Personalized Support: Pre-Scheduled one hour meeting to review results.
Includes QBO Plus
All of Basic Business
Accounts Receivable Optimization: Ensure your accounts receivable is entered correctly with a review of the AR listing & detailed reporting.
Accounts Payable Optimization: Ensure your accounts payable is entered correctly with a review of the AP listing & detailed reporting.
Comprehensive Financial Insights: In addition of above agreed upon KPI's and budget vs actual (one annual budget created).
Consultation and Support: Pre-scheduled two hour meeting.
Includes QBO Plus
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Customized training on the at the customer request.
Assistance to create basic budget with the customers input with provided template.
Assistance to create basic cash flow with the customer updating with provided template.
Above does not include GST

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