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.
Basic
You want to do the bookkeeping on your own and reach out for support only when you need it.
Software
Xero
Receipt Bank
Hubdoc
Compliance
For the Year Ended Mar 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
T4 / T5 Information Returns
GST/HST return
Tax planning
Management letter
Post balances in Xero
T1 Personal Tax Returns
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Payroll
Wagepoint setup
Wagepoint training
Bookkeeping
Reconciliation of bank/credit cards
Receipt Bank Matching
Monthly OSI list
Tracking categories
The Full Monty$1,350per month
Lean On Us$650per month
Basic$500per month
add-ons
March 31, 2016
Bookkeeping Clean-upFinancial Statements (Notice to Reader)T2 Corporate Tax ReturnGST/HST return
