Bundled services for small businesses (Financial statements, returns, and guidance). These packages show pricing per fiscal year. |
Regular1Ideal for companies that want support and assistance. |
Basic1Ideal for companies that need minimal assistance. |
Professional Deliverables: |
||
Annual Financial statements (NTR) from a professional accountant | ||
Corporate tax return (T2) from a professional accountant | ||
Professional Accounting Support: |
||
Review of last tax return filed prior becoming a client to assess potential refunds (1 hour) | ||
Tax planning session to optimize owner compensation (1 hour) | ||
Year‐end closing meeting with a Bookkeeping Manager (1 hour) | ||
Year‐end closing meeting with a professional accountant (1 hour) | ||
Accounting help desk support | 4 email inquiries plus 2 telephone support calls |
4 email inquiries |
Hosted Accounting Software: |
||
Dractus Engine subscription | ||
Anytime, anywhere (24/7) access to your data via the application portal | ||
Multiple user access | 4 users | 2 users |
Do it yourself data entry | ||
All data is stored in Canada | ||
Daily data back‐up services | ||
Data entry monitoring | Automated | Automated |
Financial data export to excel (revenue and expenses) | ||
Software help desk support | ||
Bookkeeping Support: |
||
Check‐up of your BK Box usage and data input into the Dractus Engine (1 hour analysis) with improvement suggestion letter after your first month in the fiscal year. | ||
Semi‐annual check‐up of your BK Box usage and data entry input into the Dractus Engine (1 hour analysis) with improvement suggestion letter. |
1 A one-time set-up fee applies.