The MONTHLY Plans
Start-up
Designed for a new business, this plan will help get you started with a bookkeeping system.
You will have:
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a dedicated bookkeeper and QuickBooks online subscription
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A CPA doing monthly reviews of your books to ensure you are on track.
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Possible additional items:
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Reports (with or without comments)
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HST returns
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GROWTH
PRO
Designed for a business ready to use their numbers for decision making and problem solving.
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You will have:
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a dedicated bookkeeper and QuickBooks online subscription
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-
A CPA doing monthly reviews of your books to ensure you are on track.
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Monthly reports (with comments)
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Quarterly meeting with a CPA to discuss your results and to help work through focus areas with the goal of improving your business results.
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Annual or Quarterly HST returns.
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Possible additional items:​
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Monthly HST return frequency
Designed for a growing business, this plan will help you to use your numbers to assess your businesses success.
You will have:
-
a dedicated bookkeeper and QuickBooks online subscription
​​
-
A CPA doing monthly reviews of your books to ensure you are on track.
​
-
An annual meeting with your CPA to review your results. You will have a choice between a planning meeting or a reveiw meeting .
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Annual HST returns
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Possible additional items:
-
Reports (with or without comments)
​
-
Quarterly or Monthly HST return frequency