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 return
Tax planning
Management letter
Post balances in Xero
Support
Unlimited Phone/Email Throughout the Year
Quarterly Review of Reconciliation
Quarterly Management Discussion
CRA Basic Audit Support
Bookkeeping
Monthly reconciliation of bank / credit cards
Receipt Bank Matching
Monthly OSI list
The Full Monty$750per month
Lean On Us$475per month
Basic$300per month
add-ons
Personal Taxes
T1 Personal Tax ReturnCRA Audit Support
$20/month
US Taxes
2016 Sole Prop - Simple
Financial StatementsT1 Personal Tax Return
$450
2016 Sole Prop - Detailed
Financial StatementsT1 Personal Tax ReturnBookkeeping Catch-up
