Stress-free Financials

Choose the Perfect Plan: Simple, Flexible, and Designed to Fit Your Needs

PREMIUM SUBSCRIPTION

$1000 / Month

+ $500 Onboarding Fee

  • 200 transactions per month

  • Setup

  • Cash flow

  • Annual Budgeting

  • Proactive CRA estimates

  • Installment payment planning

  • GST reporting and filing

  • GST monthly tracking

  • CRA: monitor tax payments, notice of assessments, penalties, and interest

  • Liaise with your tax accountant to ensure corporate and
    shareholder loan installments are within the estimated range for the year

  • Prepare draft yearend package - zoom meeting review

  • Finalize yearend package and submit to tax accountant; answer all questions

  • Posting YEAJ and reconciling to the final adjusted trial balance

  • Phone and email support*

  • Backlog and/or catch-up to current work to be quoted separately if required

  • Financial reports on 20th day

Popular

SUPPORT SUBSCRIPTION

$400 / Month

+ $500 Onboarding Fee

  • 50 transactions per month

  • Setup

  • Cash flow

  • Annual Budgeting

  • Proactive CRA estimates

  • Installment payment planning

  • GST reporting and filing

  • GST monthly tracking

  • CRA: monitor tax payments, notice of assessments, penalties, and interest

  • Liaise with your tax accountant to ensure corporate and
    shareholder loan installments are within the estimated range for the year

  • Prepare draft yearend package - zoom meeting review

  • Finalize yearend package and submit to tax accountant; answer all questions

  • Posting YEAJ and reconciling to the final adjusted trial balance

  • Phone and email support*

  • Backlog and/or catch-up to current work to be quoted separately if required

  • Financial reports on the
    20th day

SUCCESS SUBSCRIPTION

$800 / Month

+ $500 Onboarding Fee

  • 100 transactions per month

  • Setup

  • Cash flow

  • Annual Budgeting

  • Proactive CRA estimates

  • Installment payment planning

  • GST reporting and filing

  • GST monthly tracking

  • CRA: monitor tax payments, notice of assessments, penalties, and interest

  • Liaise with your tax accountant to ensure corporate and shareholder loan installments are within the estimated range for the year

  • Prepare draft yearend package - zoom meeting review

  • Finalize yearend package and submit to tax accountant; answer all questions

  • Posting YEAJ and reconciling to the final adjusted trial balance

  • Phone and email support*

  • Backlog and/or catch-up to current work to be quoted separately if required

  • Financial reports on the 20th day

ALL MONTHLY
BOOKKEEPING INCLUDES:

  • Reconcile bank account (1) Chequing, (1) Savings

  • Reconcile credit cards (1)

  • Commission income is recorded and reconciled monthly

  • Record monthly bills and expenses

  • GST tracking and reconciled monthly

  • Validate GST coding on all transactions

  • Monthly reports including balance sheet, profit and loss, accounts payables

  • Prepare month-end closing entries, account reconciliations, and accruals

  • Email updates with questions / requests for documents

  • Prepare and file GST returns as required (quarterly or annually)

  • Deliver and review monthly financial reports

  • 25% discount on Quickbooks Online™ (QBO) Essentials Subscription, excludes payroll

  • Document Capture / Retrieval System (DEXT) for $30 per month

  • Setting up new employees, tracking vacation, calculating bonus + increases

  • Post payroll entries (payroll to be managed by third party provider)

  • Issue ROE’s

  • Monthly Payroll Tax Reports

  • Annual T4 Slips and summary return (number of employees or range)

ADD HUMAN RESOURCES AND PAYROLL OPTIONS:

ADD PROPERTY MANAGEMENT OPTIONS:

OPERATIONS

  • Detailed breakdowns of income and expenses for each property (and door)

  • Chart of accounts customized to your property management

  • Setup rental properties in the accounting software

  • Record rental income

  • Managing and recording payments to contractors, suppliers, and other service providers

  • Categorize and record all property-related expenses, including maintenance, utilities, and management fees.

  • Link business bank accounts for seamless transaction tracking

REPORTING

  • Detailed breakdowns of income and expenses for each property

  • Insights into how cash is being generated and spent across your properties

  • Develop and maintain property management budgets

COMPLIANCE

  • Keep track of compliance deadlines for property taxes, busines licenses, etc.

  • Maintain up-to-date records of each tenant’s payment history, deposits, and outstanding balances

NEED TO CREATE YOUR
OWN PLAN?