P

New Client Intake Services

Start-Up

$350/month

Growing

$850/month

Thriving

$1,500/month

Accounting system and connected apps set-up

Automation tools setup

Chart of Accounts

Payroll set-up

Catch-up Bookkeeping

Conversion Services

Catch-up Accounting & Tax (GST/PST)

Basic system training

Additional Training Courses

Government grant applications

New Business Name Searches

Proprietorship or Incorporation Setup

P

Essential Bookkeeping Services

Accounting system subscription

Record revenue transactions

Record expense transactions

Scan source document into system

Bank reconciliation

Credit card statement reconciliation

Invoicing

Billing

Sales tax Filing (GST/PST)

Basic balance sheet and profit/loss statement

P

Accounting Services

Year-end adjusting accounting entries

Full financial statements

Filings

Detailed accounts payable

Detailed accounts receivable

Tax slips such as T4's, T5's, and more

P

Comptroller Services

Cashflow planning /management/ reporting

Financial performance analyses / reporting

Project costing

Accounts Receivable & Payable Management

Segment reporting

Inventory and key asset reconciliation

Subsidiary ledger maintenance

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