Your Options For Accounting/
Bookeeping Packages

Premium package

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.

Full package

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.

Essential package

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 PackageFull PackageEssential Package
Supply your paperless expense and receipt processing systemyesyesyes
Posting all business bank transactionsyesyesyes
Completing the monthly bank reconciliationsyesyesyes
Posting purchase invoices, expenses and cash transactionsyesyesyes
Credit card transactions and reconciliationsyesyesyes
Monthly bookkeeping summary reportsyesyesyes
Managing correspondence with CRA on your behalfyesyesyes
Preparation of your year-end T5 dividend packageyesyesyes
Preparation of your year-end statutory accounts for filing with CRAyesyesyes
Preparation of your HST/GST returnyesyesyes
Management of your company filings with CRAyesyesyes
Dedicated customer account manageryesyesyes
Management reporting every quarter including corporation tax estimateyesyesno
Advice on maximising your tax deductionsyesyesno
Unlimited email and telephone supportyesyesno
Full guidance and support with your Cloud packageyesyesno
Full management reporting every monthyesnono
Forecasting for corporation tax and self-assessment tax payments Enhancedyesnono
Tax planning discussions on quarterly basisyesnono
Dividend planning and advice on tax efficient cash withdrawals from companyyesnono
Business consulting and coachingyesnono
Annual meeting with Partner for business and tax adviceyesnono
Supply cloud accounting software – typically retails at $720 per annumIncludedIncludedIncluded