Your Options At A Glance

Virtual Financial Management

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Strategic Plan

  • Virtual Accounting Team
  • Maximize Cloud Accounting
  • Trusted Advisors

Designed for the high growth client that wants to maximize the use of their cloud accounting software. With in-depth reporting, key performance indicators, and support you will be well positioned for growth with a virtual team.

Book Online
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Management Plan

  • Accurate & Timely Financials
  • We Speak to CRA For You
  • Virtual Meeting

Designed for the busy business owner that needs accurate and timely financial reports and services. This is our most popular option with our clients because it includes Canada Revenue Agency support.

Book Online
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Accurate Plan

  • Basic Bookkeeping
  • Up to Date Financial Records
  • Online Support

Designed for the business owner that wants just the basic bookkeeping done for them. No bells and whistles but everything you need to get started with accurate, up to date financial records and support.

Book Online
Your Options At A Glance

Pricing & Features Breakdown

Features
Strategic Plan
Management Plan
Accurate Plan
Plan Overview

This package is designed for the high growth client that wants to maximize the use of their cloud accounting software. With in-depth reporting, key performance indicators, and support you will be well positioned for growth with a virtual accounting team as your trusted advisors. Leave the hard finance stuff to us, we have you covered!

This package is designed for the busy business owner that needs accurate and timely financial reports and services. This is our most popular option with our clients because it includes Canada Revenue Agency support (yup! We will talk to CRA for you!) as well as a full set of management reports, 

This package is designed for the business owner that wants just the basic bookkeeping done for them. No bells and whistles but everything you need to get started with accurate, up to date financial records and support.

If we receive all your business paperwork by the 5th of the month for the last month we will complete your books by
10-17ᵗʰ
15-22ⁿᵈ
20-27ᵗʰ
Holistic Cloud Financial System
Secure Online Payment
QBO Accounting Software

(Typically retails at $800 per annum)

Free
Free
Free
Monthly Review Meetings or Support Time

(During business hours)

60 Mins
45 Mins
30 Mins
Business Bank, Credit Card and Line of Credit Account Reconciliations
Monthly Analysis of Entry Accuracy
Completion of year end closing entries and align your books to perfectly match your income tax filliing
Supply of your paperless expense, receipt and document processing system

 (Dext) - Typically retails at $300/year

Free
Free
Free
Posting purchase invoices, expenses and cash transactions and credit card entries- Monthly
Posting Payroll Entries

 (not payroll)

Complete GST/HST/PST tracking, reconciliations & filings of returns on your behalf

(If applicable)

We will make adjustment to your inventory asset and Cost of Goods Sold to ensure proper inventory tracking
Monthly
Quarterly
Annually
Completing the monthly sales and purchase reconciliations including sales on your e-commerce platforms
Basic Software training is includes to ensure you are comfortable using your apps
Review of Balance Sheet for Accuracy
Basic set of financial reports provided every month
Adjusting for any foreign currency accounts
Support with Canada Revenue Agency Inquiries

We will deal with CRA for you!

Direct Communication with CPA for Year-End.

We will work with them and answer their questions.

Vendor Document Fetching
Balancing Intercompany Account
Accounts payable monitoring and bill payments

If selected

Precision accounting with accruals and prepayments
Accounts Receivable monitoring and collections
Maintaining your fixed asset register
Creating and maintenance for business budget with key budget factors
Summary of management reports
Email management for accounting department

 (if needed)

Full management reporting every month with insights into how your business is doing
Customized reports

If applicable