Ideal for
small businesses
$ Monthly expenses or Revenue which ever is higher
Bank Reconciliation
Credit Card Reconciliation
Sales Tax Reports
(GST/HST/PST)
Workers Insurance
Reports
*QBO
*Secure File Sharing
*Auto Bank/Credit Card
Statements
Financials
Year End Adjustments
Unlimited Support
Liason with CPA
Guarantee
Ideal for small businesses
requiring a little support
$ Monthly expenses or Revenue which ever is higher
Workers Insurance Filing
Sales Tax Filing
(GST/HST/PST)
Foreign Currency
Ideal for businesses
requiring more support
$ Monthly expenses or Revenue which ever is higher
Dedicated finance
Basic Industry Ratio
Track & Achieve
Receipts & Invoices
Priority Support &
Bookkeeping
Basic Liason with CRA
Ideal for businesses
with more complex needs
Business Plan
Class & Location
Allocation
AR Tracking
AP Tracking
Billable Expense Tracking
Inventory Tracking
Project tracking
Trust Accounting
(Law Firms)
Construction Management
Payroll
E-commerce Accounting
At a minimum, clients are expected to sync their business bank and credit card statements with QBO. Syncing other apps may be required. Business bank and credit card accounts are expected to be used for business purposes only. For additional business expenses paid by other means, such as cash or another method, an additional surcharge may apply. In most cases, there will not be a surcharge, unless an extraordinary amount of time needs to be taken.
