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
Receipt Bank
Hubdoc
Compliance
For the Year Ended Jun 30, 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 accounts
Monthly reconciliations of Receipt Bank
Basic$300per month
Lean On Us$450per month
The Full Monty$1,000per month
add-ons
Personal Tax Returns
- T1 Personal tax return and related schedules- Discussion and correspondence relating to above
