You want to do the bookkeeping on your own and reach out for support only when you need it.
Lean On Us
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.
The Full Monty
You're much better with your business than you are with bookkeeping, so you'll leave it to your accountants to take the load off!
Software
Xero Subscription
Hubdoc
Compliance
For the Year Ended Dec 31, 2016
Financial Statements (Notice to Reader)
T2 Corporate tax return
Trial balance and adjusting entries
T4/T5 Information Returns
GST/HST return (annual)
Tax planning (annual)
Management letter
Post balances in Xero
GST/HST return (quarterly)
Tax planning (quarterly)
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliations of bank / credit card
Monthly OSI list
Basic$275per month
Lean On Us$475per month
The Full Monty$750per month
add-ons
Personal tax
T1 Personal Tax Return
$20
Prior Year Filings
Financial Statements (Notice to Reader)Trial balance and adjusting entriesT2 Corporate tax returnGST/HST return (annual / quarterly)Tax planning (annual)
