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 Nov 30, 2016
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
Support
Unlimited Phone/Email Throughout the Year
CRA Basic Audit Support
Quarterly Review of Reconciliation
Quarterly Management Discussion
Bookkeeping
Monthly reconciliations of bank / credit card
Receipt Bank matching
Monthly OSI list
The Full Monty$950per month
Lean On Us$500per month
Basic$400per month
add-ons
Personal Taxes
T1 Personal Tax ReturnCRA Audit Support
$20
Catch up - Option 1
Conversion June 30
$125
Catch up - Option 2
Conversion Dec. 1Bookkeeping of transactionsCoded from bank accountNo unit cost breakdowns
