Features

Bronze

For businesses just starting up

Silver

For Growth Oriented Busineses

Gold

Virtual CFO Service

Accounting Services

Annual Notice To Reader Financial Statement
BOOKKEEPING: Weekly reconciliation
APP TRAINING + SETUP
Profit & Loss report Quarterly Monthly Monthly
PAYROLL
Vendors Bills Payments

TAX Services

HST filing
Corporation income tax return
EHT / WSIB

Advisory Services

Meeting to review Financial reports Semi-Annual Quarterly
Budget Setup & Review Semi-Annual Quarterly
Comprehensive Financial Analysiis & KPI Reports Quarterly Monthly
Financial Dashbaord Quarterly Monthly
Monthly Consultation with an Accountant Unlimited Unlimited
Cash Flow Forecasting Quarterly
Coaching Sessions Monthly

apps

Xero / QBO
Receipt Bank
Spotlight Reporting

Bronze

For businesses just starting up

Accounting Services

Annual Notice To Reader Financial Statement ()
BOOKKEEPING: Weekly reconciliation ()
APP TRAINING + SETUP ()
Profit & Loss report (Quarterly)
PAYROLL
Vendors Bills Payments

TAX Services

HST filing ()
Corporation income tax return ()
EHT / WSIB

Advisory Services

Meeting to review Financial reports
Budget Setup & Review
Comprehensive Financial Analysiis & KPI Reports
Financial Dashbaord
Monthly Consultation with an Accountant
Cash Flow Forecasting
Coaching Sessions

apps

Xero / QBO ()
Receipt Bank
Spotlight Reporting

SILVER

For Growth Oriented Busineses

Accounting Services

Annual Notice To Reader Financial Statement ()
BOOKKEEPING: Weekly reconciliation ()
APP TRAINING + SETUP ()
Profit & Loss report (Monthly)
PAYROLL ()
Vendors Bills Payments

TAX Services

HST filing ()
Corporation income tax return ()
EHT / WSIB ()

Advisory Services

Meeting to review Financial reports (Semi-Annual)
Budget Setup & Review (Semi-Annual)
Comprehensive Financial Analysiis & KPI Reports (Quarterly)
Financial Dashbaord (Quarterly)
Monthly Consultation with an Accountant (Unlimited)
Cash Flow Forecasting
Coaching Sessions

apps

Xero / QBO ()
Receipt Bank ()
Spotlight Reporting

GOLD

Virtual CFO Service

Accounting Services

Annual Notice To Reader Financial Statement ()
BOOKKEEPING: Weekly reconciliation ()
APP TRAINING + SETUP ()
Profit & Loss report (Monthly)
PAYROLL ()
Vendors Bills Payments ()

TAX Services

HST filing ()
Corporation income tax return ()
EHT / WSIB ()

Advisory Services

Meeting to review Financial reports (Quarterly)
Budget Setup & Review (Quarterly)
Comprehensive Financial Analysiis & KPI Reports (Monthly)
Financial Dashbaord (Monthly)
Monthly Consultation with an Accountant (Unlimited)
Cash Flow Forecasting (Quarterly)
Coaching Sessions (Monthly)

apps

Xero / QBO ()
Receipt Bank ()
Spotlight Reporting ()