Value Packages

All plans can be customized to meet additional needs

Basic

If you have low-volume transactions, this is the plan for you. Monthly processing of transactions with balance sheet and Profit & Loss report delivery. We also provide occasional e-mail support, scheduled calls, and quarterly reporting and meetings.

Plus

Includes bi-weekly processing of your receipts and invoices. We reconcile and review your books monthly, prepare GST, and provide routine e-mail support, scheduled calls, and bi-weekly meetings to make adjustments and review reports.

VIP

Includes everything in the PLUS package with cash flow and budget support, customized reports, regular e-mail support and calls, sales tax remittance and QuickBooks subscription license.  

Add-on Services

Reporting

We provide reporting, analysis, and review of monthly performance to help you make informed decisions.

Accounts Receivable

Manage your receivables by creating efficient processes that can lead to increased cash flow and liquidity.

Accounts Payable

Keep up with your bills by knowing what you owe and paying on time.

Additional Services

 

Training

- We give you workflows to maintain efficient books.

- Time-saving processes for managing your QuickBooks transactions.  

 

Whatever your concern, we're happy to guide you through it. 

Peace of Mind

For the DIY entrepreneur. You do your books and we reconcile. We provide tips, e-mail, and occasional telephone support to help you ensure your books are accurate. We will perform your month-end reconciliation and deliver basic monthly reports.

Catch-up Services

Don't let tax season sneak up on you. Get on track with your bookkeeping.