
Bookkeeping
Our bookkeeping services go beyond keeping your financial records organized. We offer tailored solutions including monthly bookkeeping packages, PST, payroll, corporate tax, and WCB filings, as well as GST management and filing. We also specialize in expense evaluation and reduction, advising you on eligible write-offs like home office expenses. Our goal is to ensure your financials are accurate, compliant, and always working in your favour.
Bookkeeping packages are not always “one size fits all”. Your business needs are as unique as you are. While we offer standard packages, we can tailor them to fit your needs. If you don’t see the add-on option you need, just ask! We’d be happy to find a solution that works for you and your business.
Monthly Bookkeeping Subscriptions
Seedling
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Chequing and/or savings account only
no payment processor accounts such as Square or Stripe
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Business use credit card
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Combined total across all bank and credit card accounts
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Once a month transaction categorization with access to receipts
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Once per quarter all bank and credit card accounts will be reconciled as per the provided bank statements.
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Quarterly Profit + Loss and Balance Sheet reports
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Available as an add-on only
Sprout
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Chequing and/or savings accounts
May include up to one payment processor account such as Square or Stripe
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Up to 2 business use credit cards
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Combined total across all bank and credit card accounts
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Once per month transaction categorization with access to receipts
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Once per month all bank and credit card accounts will be reconciled as per the provided bank statements
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Quarterly Profit + Loss, Balance Sheet and Cash Flow reports
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One meeting at year end
Quarterly meetings available as an add-on
Sapling
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Chequing and/or savings accounts
May include up to two payment processor accounts such as Square or Stripe
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Up to 2 business use credit cards
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Combined total across all bank and credit card accounts
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Twice per month transaction categorization with access to receipts
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Once per month all bank and credit card accounts will be reconciled as per the provided bank statements
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Monthly Profit + Loss, Balance Sheet, Cash Flow and A/R reports
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Yearly and quarterly available
Nurture
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Chequing and/or savings accounts
Maximum two payment processor account such as Square or Stripe
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Up to 3 business use credit cards
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Combined total across all bank and credit card accounts
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Twice per month transaction categorization with access to receipts
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Once per month all bank and credit card accounts will be reconciled as per the provided bank statements
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Monthly Profit + Loss, Balance Sheet, Cash Flow and A/R reports
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Yearly and quarterly available
Grow
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Chequing and/or savings accounts
Maximum two payment processor account such as Square or Stripe
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Up to 4 business use credit cards
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Combined total across all bank and credit card accounts
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Once per week transaction categorization with access to receipts
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Once per month all bank and credit card accounts will be reconciled as per the provided bank statements
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Monthly Profit + Loss, Balance Sheet, Cash Flow and A/R reports
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Yearly, quarterly and monthly available
Available Add-Ons
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GST/HST
PST
Worksafe BC
Payroll Liabilities
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Payroll set up
Bi-weekly / Bi-Monthly / Monthly Payroll
ROE submission
T Slips (T4, T4A, T5018, T22)
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Technical support
Financial review
Training
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Bookkeeping system launch/start up
CRA account management
Spreadsheet build
Email management
Client invoicing
Accounts payable
Accounts receivable