Guided Accounting Services

Guided Accounting Services

If you enjoy preparing your own bookkeeping but like a little support and assistance, our Guided Accounting Services Packages may be for you.  These packages offer on -demand support with bookkeeping, tax planning, government filing assistance and more with premium cloud-based programs and digital record keeping solutions.

TIER 1: SUPPORT

OWNER/OPERATOR:
MINIMAL MONTHLY TRANSACTIONS

  • Intake & Setup
  • Xero Subscription
  • Corporate Tax Return, Annual Financial Statements and Related Tax Planning
  • GST Filing Assistance
  • On-Demand Support
  • Representation with CRA
  • Payroll Assistance
  • T5 Slips Filing (Up to 2)
  • HubDoc Subscription

Tier 2: Balance

Medium Business:
Moderate Monthly Transactions

  • Intake & Setup
  • Xero Subscription
  • Corporate Tax Return, Annual Financial Statements and Related Tax Planning
  • GST Filing Assistance
  • On-Demand Support
  • Representation with CRA
  • Payroll Assistance
  • T5 Slips Filing (2-5)
  • HubDoc Subscription
  • Accounts Receivable (up to 20 invoice/month - Client Does)
  • Accounts Payable (up to 5 bills/month - Client Does)
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Tier 3: Balance

Established Corporation:
Significant Monthly Transactions

  • Intake & Setup
  • Xero Subscription
  • Corporate Tax Return, Annual Financial Statements and Related Tax Planning
  • GST Filing Assistance
  • On-Demand Support
  • Representation with CRA
  • Payroll Assistance
  • T5 Slips Filing (10+)
  • HubDoc Subscription
  • Accounts Receivable (Unlimited - Client Does)
  • Accounts Payable (Unlimited - Client Does)