“Price is what you pay; value is what you get.
-Warren Buffet
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Get a handle on your bookkeeping. We’ll process your receipts, manage your reconciliations, and have an annual virtual business review.
Keep your bookkeeping up to date. We’ll manage all your bookkeeping basics, offer software assistance/training, level up your processes and have a quarterly finance meeting.
Have all your bookkeeping taken care of and then some! We’ll manage everything and offer custom reports, account monitoring, monthly updates, and more.
We’ll cover the basics…
- One time set-up
- Paperless expense & receipt processing
- Paperless expense & receipt processing
- Business credit card transactions & reconciliations
- GST/HST account reconciling – Quarterly/Annually
- Annual virtual business review
- Email: regulated
We’ll work together…
- One time set-up
- Paperless expense & receipt processing
- Business banking transactions & reconciliations
- Business credit card transactions & reconciliations
- GST/HST account reconciling – Quarterly/Annually
- Cash transactions
- Multi-currency
- Accounting software training up to 30min per month
- Assistance with invoicing setup
- Quarterly finance meeting (30 min)
- Liaise with accountant
- Response time: 48-72 hours
- Email: unlimited
We’ll do it all…
- One time set-up
- Paperless expense & receipt processing
- Business banking transactions & reconciliations
- Business credit card transactions & reconciliations
- GST/HST account reconciling – Quarterly/Annually
- Cash transactions
- Multi-currency
- Accounting software training up to 30min per month
- Assistance with invoicing setup
- Assistance with payroll
- Accounts receivable monitoring
- Accounts payable monitoring
- Monthly sales and purchase ledger reconciliations
- Communicate with vendors
- A/R follow ups
- EFT processing
- Maximize tax deductions
- Custom reporting
- Monthly finance meeting (30 min)
- Liaise with accountant as needed
- Response time: within 24 hours
- Email: unlimited