Services

*** All plans are customized to fit your individual needs. Prices vary.  Please contact for a personalized quote ***

Basic Plan

• Quickbooks Online subscription
• Up to 1 synced account (chequing account, or credit card)
• Up to 50 transactions recorded and categorized monthly
• Reconciliation of accounts on a quarterly basis
• Preparation of financial statements on a quarterly basis (Balance Sheet, Income Statement, and Statement of Cash Flows)
• 30 minutes of conference time per month
• Unlimited email support
• Preparation of year end statements for tax filing

Classic Plan (most popular)

• Quickbooks Online subscription
• Up to 2 synced accounts (chequing account, savings account, or credit card)
• Up to 75 transactions recorded and categorized monthly
• Monthly reconciliation of accounts
• Preparation of financial statements on a monthly basis (Balance Sheet, Income Statement, and Statement of Cash Flows)
• 1 hour of conference time per month
• Unlimited email support
• Preparation of year end statements for tax filing

Classic Plus Plan

• Quickbooks Online subscription
• Up to 3 synced accounts (chequing account, savings account, or credit card(s))
• Up to 120 transactions recorded and categorized monthly
• Monthly reconciliation of accounts
• Preparation of financial statements on a monthly basis (Balance Sheet, Income Statement, and Statement of Cash Flows)
• 1 hour of conference time per month
• Unlimited email support
• Preparation of year end statements for tax filing

Add-Ons

• Accounts receivable
• Accounts payable
• Payroll
• Tax preparation