Service Stack Details
Essential Tools
We will subscribe you to QuickBooks Online Plus or direct you in how to transfer your account under our management. We only offer the best QBO product available because your finances are important and to not have all of the options available to you doesn't make sense. If you have a lesser version of QBO we will upgrade it at no extra expense to you. You will always retain ownership of your account.
We will subscribe you to Dext or transfer your account under our management. Dext is a vital tool in the success of our process. You will enjoy its functionality- trust us.
We will utilize Google to build you one very useful tool. Maybe you need a better employee timesheet, a mileage tracker, or another simple custom form that you can use to run your business better every day. Let's see if we can make your life a little or a lot easier using a simple tool built with Google Forms!
Bookkeeping
Our work is guaranteed to the complete delight of our customers. If you are not completely satisfied with the service performed by us, we will either refund the price or accept a portion of said price that reflects the level of value received.
We will subscribe you to QuickBooks Online Plus or direct you in how to transfer your account under our management. We only offer the best QBO product available because your finances are important and to not have all of the options available to you doesn't make sense. If you have a lesser version of QBO we will upgrade it at no extra expense to you. You will always retain ownership of your account.
We will subscribe you to Dext or transfer your account under our management. Dext is a vital tool in the success of our process. You will enjoy its functionality, trust us.
We will show you how easily the applications function and what your role will be in the success of your company's finances. Support doesn't end when the training does. We will always support you and get you the answers and solutions you are looking for.
The boring stuff - we do that. We'll ensure that your expenses have all the details they need to be referenced at a later time so you always have the information at your fingertips.
Reconcile, reconcile, reconcile- bookkeepers need to reconcile to ensure they aren't missing information. We reconcile everything that can be reconciled - bank statements, credit cards, supplier accounts, etc.
You NEED to have GOOD financial information to make GOOD financial decisions. We'll ensure you have the reports customized to your liking to make sure you have the vital information you need to make GOOD business decisions.
Whether you file quarterly or yearly we will take care of the preparation and filing of your GST. We'll let you know what you owe and how to pay it. At any time we can tell you what your GST balance is so there are no surprises.
Each year upon the completion of your year end we will add comments to the overall success of your business. We'll offer suggestions and advice when needed.
Compliance
(Includes the above package)
Yes, that's right, your corporate tax return (T2) is included in your monthly fee. Never again receive a large bill from your accountant at year end. We'll file the required federal and provincial schedules for you. Leave it to us.
Personal tax returns are included in your monthly price - for you, your spouse, and your dependent children. When you get your personal returns done at the same firm that does your company's return it increases tax planning opportunities.
Dividends, Statement of Contract Payments, or other payments made to subcontractors are all vital pieces of tax preparation. Whether you need corporate dividends prepared or have subcontracted other businesses or people to work for you, we will file these forms with the CRA.
We understand workers compensation benefits and what is best for you and your company. Let us manage your WCB-AB account for you.
If you run a seasonal business we can accommodate non-monthly payment terms. Some business owners even choose to pay their entire yearly fees upfront - it's negotiable.
Software programs do not always function properly, that's just the way the world is. We'll run you through our troubleshooting routines and get you back on track.
Hate waiting on hold? Don't worry we'll do it for you, if we can. The CRA does have limitations on what your representative can change/update, but if it's something we are allowed to facilitate, we will.
Getting a personal mortgage or business loans? Your banker needs information to process your application. We'll directly connect with your banker to make the application process as painless as possible.
Planning
(Includes the above package)
Sometimes you would like to know how a specific segment, location, sales person is performing. Having this information will allow you to make those tough decisions for the future success of your company.
Everyone receives tax planning at the base level. To get the individualized attention you need personally takes much more time and effort. Planning for your children's education or your retirement is far more comprehensive. We will work with your investment advisor to ensure you are always on the right path.
Some lending institutions require formal financial statements to substantiate the terms of the loan. These statements go into a bit more detail than the ones already available and satisfy those requirements.
Expenses can get out of control at times. We take the time to ensure that yours are within the normal ranges and give you tips on how to save or do more with what you have. Sometimes this is a simple as changing providers (mobile phone) or other times it is purchasing better producing assets. Either way we'll let you know and assist in saving your company money.
Congratulations, you've made the top of our list with the planning package. We'll ensure your last month's books are done within the first two weeks of the following month. Get your information faster and be ready to make good business decisions on-the-fly.
Whether you're filing SK PST or BC PST or HST from Ontario we have you covered. We have experience filing in most provinces and if we don't one of our partners do.
Audits are expensive and sometimes time consuming. With this package there are no worries. We handle the audit for you, correspond with the CRA on your behalf and fight for what is rightfully yours- whatever that may be. This insurance covers all of the time associated with the entire process.
Additional A La Carte Services (Not included in the above)
Forecasts and budgeting are an important part of planning for your business' successful future. We'll prepare these for you upon request.
Did you know that you can compare your company to those around the country? You can use this information to see how you stack up against similar businesses. This analysis leads to shifts in thinking which potentially increases profits by decreasing costs.
Are you charging enough? Too much? We'll do our research and plan with you to get the most out of your industry. Should you use penetration pricing, price skimming, discount pricing, competitive pricing, cost-plus, etc? There are many ways to price your goods and services, we'll direct you in finding the one that fits you right now and plan for changes in the future.
Want even more??
"Partnership"
(Includes the above packages)
Need help organizing your sales team, or process? We can assist you in getting it right by using our past experience.
Finding new customers can sometimes be tricky. We'll partner with you to find those leads to convert into more sales- which leads to higher profits.
Market research can be a daunting task. Constantly getting the cold shoulder from people you are reaching out to can be discouraging. No worries, we got you. We'll do all the leg-work getting you the information you desire.
Depending on your company's needs we will set aside uninterrupted time in our week to ensure your company's tasks are being completed on schedule. You won't be sharing your timeslot with any other client, so we remain super focused on you.
This package is like having a business partner without having a business partner. One of the worst things about having a partner is sharing your profits with them. We don't want your new profits, we just want to help you build them.
Partnership conflicts are a thing of the past with this package. Get the expertise of an experienced controller at your side without anyone else wanting to make the decisions. You do you, we do what you tell us to- it's that easy.
Having a business partner means you are giving up a portion of the control you have over your company. No longer is that an issue with this package. You retain 100% control and tell us how we can assist you to bring out the best in your business.
