✓ Supply of cloud accounting software – typically retails at $720 per annum

✓ Supply of your paperless expense, receipt and document processing system (valued at $300 Per Annum)

✓ Maintain banking connections and clearing all items in the bank feeds

✓ Posting all business bank transactions up to ___ per month on a monthly basis

✓ Posting purchase invoices, expenses and cash transactions and credit card entries- Monthly

✓ Clearing and entry of all items in the Bank Feed and maintaining the banking connections

✓ Completing the monthly bank reconciliations to ensure the integrity of your records - bank accounts & PayPal Accounts

✓ Credit Card and Line of Credit Account Reconciliations to ensure the integrity of your bookkeeping records

✓ Completing the monthly sales and purchase reconciliations including sales on your e-commerce platforms

✓ Basic Software training is includes to ensure you are comfortable using your apps

✓ Unlimited Email and Telephone support during regular business hours M-F 9am-5pm

✓ Get insights into your business for strategic planning with DIY Reporting training

✓ Complete GST/HST/PST tracking, reconciliations & filings of returns on your behalf

✓ Basic Set of Financial Reports Provided every month with insights into how your business is doing

✓ Making adjustments for any foreign currency transactions (if selected)

✓ Maximize your tax deductions and minimize your CRA risk

✓ Support with Canada Revenue Agency Inquiries - we will deal with CRA for you!

✓ Precision accounting with accruals and prepayments to reflect your financial position in the best way possible

✓ Maintaining your fixed asset register *Can be added to Entry Level Package

✓ Expense monitoring and advice. We will keep an eye on your expenses and notify you of areas of concern.

✓ Full management reporting every month so you can stay on top of how your business is doing.

✓ Monthly 30 minute Virtual Meeting to help you keep in touch with your finances and make better decisions

✓ Accounts Receivable monitoring and collections -* Can add to Full & Entry if needed

✓ Unlimited anytime email and telephone support - when needed meetings can be booked outside of 'office' hours

✓ Accounts Payable monitoring and bill payments - Can add to Full & Entry if needed

✓ Enhanced Software Training to you utilize the power of QuickBooks Online

✓ We will make adjustment to your inventory asset and Cost of Goods Sold to ensure proper inventory tracking on a monthly basis

✓ Year End Adjusting entries are to be done by your Accountant. We will work with them and answer their questions.

✓ Completion of Year End Financial Reports and a complete Accountants Package for easy Tax Filings

✓ Completion of Year End Closing Entries and align your books to perfectly match your Income Tax Filing

✓ Creation and maintenance of business budget with key budget factors - Can be added to Full & Entry packages if needed.

✓ If we receive all your business paperwork by the 5th of the month for the last month we will complete your books by: 10th-15th of the month

✓ Supply of cloud accounting software – typically retails at $720 per annum

✓ Supply of your paperless expense, receipt and document processing system (valued at $300 Per Annum)

✓ Maintain banking connections and clearing all items in the bank feeds

✓ Posting all business bank transactions up to ___ per month on a monthly basis

✓ Posting purchase invoices, expenses and cash transactions and credit card entries- Monthly

✓ Clearing and entry of all items in the Bank Feed and maintaining the banking connections

✓ Completing the monthly bank reconciliations to ensure the integrity of your records - bank accounts & PayPal Accounts

✓ Credit Card and Line of Credit Account Reconciliations to ensure the integrity of your bookkeeping records

✓ Completing the monthly sales and purchase reconciliations including sales on your e-commerce platforms

✓ Basic Software training is includes to ensure you are comfortable using your apps

✓ Unlimited Email and Telephone support during regular business hours M-F 9am-5pm

✓ Get insights into your business for strategic planning with DIY Reporting training

✓ Complete GST/HST/PST tracking, reconciliations & filings of returns on your behalf

✓ Basic Set of Financial Reports Provided every month with insights into how your business is doing

✓ Making adjustments for any foreign currency transactions (if selected)

✓ Maximize your tax deductions and minimize your CRA risk

✓ Support with Canada Revenue Agency Inquiries - we will deal with CRA for you!

✓ Precision accounting with accruals and prepayments to reflect your financial position in the best way possible

✓ Maintaining your fixed asset register *Can be added to Entry Level Package

✓ Expense monitoring and advice for 5 key expenses. We will keep an eye on your expenses and notify you of areas of concern.

✓ Full management reporting every month so you can stay on top of how your business is doing.

✓ Monthly 30 minute Virtual Meeting to help you keep in touch with your finances and make better decisions

✓ We will make adjustment to your inventory asset and Cost of Goods Sold to ensure proper inventory tracking on a quarterly basis

✓ If we receive all your business paperwork by the 5th of the month for the last month we will complete your books by: 15th-20th

✓ Supply of cloud accounting software – typically retails at $720 per annum

✓ Supply of your paperless expense, receipt and document processing system (valued at $300 Per Annum)

✓ Maintain banking connections and clearing all items in the bank feeds

✓ Posting all business bank transactions up to ___ per month on a monthly basis

✓ Posting purchase invoices, expenses and cash transactions and credit card entries- Monthly

✓ Clearing and entry of all items in the Bank Feed and maintaining the banking connections

✓ Completing the monthly bank reconciliations to ensure the integrity of your records - bank accounts & PayPal Accounts

✓ Credit Card and Line of Credit Account Reconciliations to ensure the integrity of your bookkeeping records

✓ Completing the monthly sales and purchase reconciliations including sales on your e-commerce platforms

✓ Basic Software training is includes to ensure you are comfortable using your apps

✓ Unlimited Email and Telephone support during regular business hours M-F 9am-5pm

✓ Get insights into your business for strategic planning with DIY Reporting training

✓ Complete GST/HST/PST tracking, reconciliations & filings of returns on your behalf

✓ Basic Set of Financial Reports Provided every month with insights into how your business is doing

✓ We will make adjustment to your inventory asset and Cost of Goods Sold to ensure proper inventory tracking on an annual basis

✓ If we receive all your business paperwork by the 5th of the month for the last month we will complete your books by: 20th-25th