Services & Investment Overview

Bookkeeping – Offered monthly or quarterly.

Full-Service packages include:

  • Entering all of your business financial transactions into QuickBooks Online.
  • Reconciliation of business bank and credit card accounts.
  • Preparing financial statements for review with notes.
  • QuickBooks Online monthly subscription discount.
  • One-hour annual bookkeeping review meeting.

Starting at $325 plus HST per month. Package rate increases based on number of financial transactions and bank/credit card accounts.

Want to do your own bookkeeping but have peace of mind it is done correctly and have access to a professional?

DIY packages include:

  • Reconciliation of business bank and credit card accounts.
  • Preparing financial statements for review with notes.
  • QuickBooks Online monthly subscription discount.
  • One-hour annual bookkeeping review meeting.

Starting at $175 plus HST per month. Package rate increases based on number of financial transactions and bank/credit card accounts.

Payroll can be added on to any package, starting at $40 per month.

QuickBooks Online Setup and Training:

Required on all bookkeeping packages, also offered on its own – One Time Fee starting at $300 plus HST

Setup of cloud accounting system. This includes creating your chart of accounts, linking business bank accounts and credit cards, setting up any recurring transactions where appropriate. One-hour zoom coaching session included.

Bookkeeping Tools and Coaching Package: $300 plus HST

Want to do your own spreadsheet bookkeeping, but don’t know where to start? This package is for you. Includes:

  • a spreadsheet template – to track all of your revenue and expenses, HST amount and form T2125 to include in your personal income taxes,
  • a custom 1 to 2 hour zoom coaching session on how to use the template, and
  • 3 follow up emails

Taxes

Sales Tax:

Calculation and filing of HST owing for the sales tax period.
$200 plus HST per filing period.

Personal Income Tax:

Individual return starting at $150 plus HST
Couples return starting at $225 plus HST
Self-employed return starting at $250 plus HST

Capital gains/losses, rental properties or employment expenses reported in a personal tax returns are an additional $150 plus HST on the return rates listed.

Corporate Income Tax:

Corporate income tax return rates vary dependent on the complexity of the corporation and the schedules required to be filed. Rates start at $850 plus HST for a basic or nil filing.

Business Advisory services

As your business grows and needs change, you may seek professional advice on matters we would be happy to help with. Rates start at $150 per hour, billed in 20-minute increments.

?Click here to book a 30 minute free consult.