Your Options For
The best option for busy Consultants. We offer the expertise of a complete Finance Team to provide you with financial piece-of- mind. Business consulting and coaching are an integral part of this package to help you efficiently manage and grow your business to achieve your financial goals.
Our most popular option! You receive valuable quarterly reports to help you manage your business, work towards your profit targets, and budget your money. A dedicated account manager will assist with any accounting or tax inquires.
This selection is for Consultants who are only looking to complete their mandatory annual compliance requirements. If you need minimal support during the year, this package is for you.
|Premium Package||Full Package||Essential Package|
|Supply your paperless expense and receipt processing system||yes||yes||yes|
|Posting all business bank transactions||yes||yes||yes|
|Completing the monthly bank reconciliations||yes||yes||yes|
|Posting purchase invoices, expenses and cash transactions||yes||yes||yes|
|Credit card transactions and reconciliations||yes||yes||yes|
|Monthly bookkeeping summary reports||yes||yes||yes|
|Managing correspondence with CRA on your behalf||yes||yes||yes|
|Preparation of your year-end T5 dividend package||yes||yes||yes|
|Preparation of your year-end statutory accounts for filing with CRA||yes||yes||yes|
|Preparation of your HST/GST return||yes||yes||yes|
|Management of your company filings with CRA||yes||yes||yes|
|Dedicated customer account manager||yes||yes||yes|
|Management reporting every quarter including corporation tax estimate||yes||yes||no|
|Advice on maximising your tax deductions||yes||yes||no|
|Unlimited email and telephone support||yes||yes||no|
|Full guidance and support with your Cloud package||yes||yes||no|
|Full management reporting every month||yes||no||no|
|Forecasting for corporation tax and self-assessment tax payments Enhanced||yes||no||no|
|Tax planning discussions on quarterly basis||yes||no||no|
|Dividend planning and advice on tax efficient cash withdrawals from company||yes||no||no|
|Business consulting and coaching||yes||no||no|
|Annual meeting with Partner for business and tax advice||yes||no||no|
|Supply cloud accounting software – typically retails at $720 per annum||Included||Included||Included|
New Worry-Free Bookkeeping & Tax Return Package!
33% off for Qualified Businesses in Ontario!
Only 100 spots available. Limited Time Offer.