Bookkeeping

Professional bookkeeping is what we do! If you need bookkeeping, we look forward to speaking with you and helping you determine the best way forward for your business.

To help you understand the types of services we offer in bookkeeping, we have created some packages that are most common. They are customizable to your needs, but they give you an idea of the types of work we handle for clients. We provide you with a custom accounting of your business and keep your finances organized so you can focus on growing your business.

Packages

Basic Package
(Monthly)

  • Accounts receivable including data entry. Client does invoicing.
  • Accounts payable including data entry. Client pays invoices.
  • Government remittances prepared and filed for you.
  • Bank and credit card reconciliations completed.
  • Client sorts receipts into categories.
  • Year end preparation for your accountant.

Premium Package
(Weekly or Bi-Weekly)

  • Accounts receivable including data entry and overview.
  • Accounts payable including data entry and overview. Client pays invoices or cheques or electronic funds transfer (EFT) payments prepared for you.
  • Government remittances prepared and filed for you.
  • Bank and credit card reconciliations completed.
  • Bi-weekly payroll prepared, ROEs issued, T-4 preparation, WSIB and source deduction returns filed.
  • Paper receipts including sorting.
  • Receipts sent via cloud services
  • Comparative financial statements prepared quarterly.
  • Annual review meeting.
  • Unlimited phone support – emails, texts, phone calls returned within one day.
  • Year end preparation and liaison with accountant.

Optimum Package
(Weekly or Bi-Weekly)

  • Accounts receivable including data entry, overview and invoicing if required.
  • Accounts payable including data entry and overview. cheques or electronic funds transfer (EFT) payments prepared.
  • Government remittances prepared and filed for you.
  • Bank and credit card reconciliations completed.
  • Paper receipts including sorting.
  • Receipts sent via cloud services
  • Payroll prepared, ROEs issued, T-4 preparation, WSIB and source deduction returns filed.
  • Financial statements prepared monthly with a quarterly review meeting.
  • Unlimited phone support – emails, texts, phone calls returned within four hours.
  • Year end preparation is coordinated with CRA, accountants and lenders.
  • Management reporting with optional project and inventory reporting.
  • Annual insight session including strategic planning.