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 Jul 31, 2017
Financial Statements (Notice to Reader)
T2 Corporate Tax Return
Trial balance and adjusting entries
T4 / T5 Information Returns
GST/HST/PST return
Tax planning
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
Setup of WagePoint
Payroll setup setup and conversion
Wagepoint training and support
Payroll audit support
On-boarding of new employees
Off-boarding of employees and ROEs
Bookkeeping
Monthly reconciliations of bank / credit card
Receipt Bank matching
Monthly OSI list
Accounts Payable
Plooto setup
Vendor payments management
The Full Monty$1,075per month
Lean On Us$550per month
Basic$400per month
add-ons
Section 85 Rollover
T2057Valuation of Goodwill
$1,250
2016 Personal Tax return
T1 Personal Tax return2125: Statement of financial activities
