You run a business on a tight budget and don’t have a lot of transactions and you are comfortable using and learning about apps that make your bookkeeping easy and paperless while still secure and confidential.  

Cloud technology automation including apps such as Dext (expense management), Plooto (payment processing), Quickbooks, Sage 50 Online

Financial Reports Monthly

Email Communication with Your Bookkeeper

up to 15 minutes per month

Communication with your Tax Preparer

up to 30 minutes per year

Record and reconcile financial transactions

 Up to 100 transactions per month

Reconcile bank and credit card statements

Up to 2 statements per month

Accounts Receivable Management, 25 customers per month (you are responsible for invoicing customers)

Accounts Payable Management not included

(you pay the bills and we record them)

Payroll Management not included

Your business is a little bigger or you need more help with your bookkeeping.  We will work with you to find apps that make your bookkeeping paperless and simple.  We will do the rest.

Cloud technology automation including apps such as Dext (expense management), Plooto (payment processing), Quickbooks, Sage 50 Online

Financial Reports Monthly

Email Communication with Your Bookkeeper

Up to 30 minutes per month

Communication with your Tax Preparer

up to 30 minutes per year

Record and reconcile financial transactions

 Up to 100 transactions per month

Reconcile bank and credit card statements

Up to 4 statements per month

Accounts Receivable Management, 25 customers per month (you are responsible for invoicing customers)

Accounts Payable Management not included

(you pay the bills and we record them)

Payroll Management up to 2 employees Bi-Weekly

Your business is growing and you are in need of bookkeeping help so you can focus solely on your business.  We can help with advise and provide premium assistance.

Cloud technology automation including apps such as Dext (expense management), Plooto (payment processing), Quickbooks, Sage 50 Online

Financial Reports Monthly, Monthly conference call or 5 minute video highlights of your financials.

Email Communication with Your Bookkeeper, unlimited

Communication with your Tax Preparer

up to 30 minutes per year

Record and reconcile financial transactions

 Up to 100 transactions per month

Reconcile bank and credit card statements

Up to 4 statements per month

Accounts Receivable Management, 25 customers per month (you are responsible for invoicing customers)

Accounts Payable Management twice monthly

Payroll Management up to 2 employees Bi-Weekly, includes Record of Employment, Source Deductions and T4's