You want stay up to date with what's going on and would like us to be proactive. While you'll manage your own books, you'd like us to do a proper review and check in each quarter with full support throughout the year.
Support
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended Jan 31, 2018
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
T4 / T5 Information Returns
GST/HST return
Tax planning
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Payroll
Wagepoint Support and training
CRA Payroll Audit Support
On-boarding of new employees
Bi-weekly payroll management in Wagepoint
Off-boarding of employees and ROEs
Bookkeeping
Receipt Bank matching
Monthly reconciliations of bank / credit card
Monthly OSI list
Semi-monthly reconciliations of bank / credit card
