Bookkeeping Packages

Accurate Financials

Accurate Financials

At the end of each monthly cycle, a set of financials will be provided to you on time, every time. The financials have been prepared diligently by your dedicated bookkeeper and are reviewed each month by our senior management.

 

You can feel confident knowing your financials are accurate and ready to review against sales targets and KPI's.

Streamlined Workflow

Streamlined Workflow Processes

Solutions based workflows and best practices are custom built for businesses and organizations like yours. 

We pair cloud accounting and financial apps to integrate all data seamlessly. Our team are self-professed technology obsessed and follow a proven system that works.

 

Streamlined. Effective. Seamless.  

Cash Flow Forecast

Cash Flow Forecasts

Our Cash Flow report provides an overview of:

  • Cash in and cash out

  • Debt obligations

  • Scenario planning

It is segmented into:

  • Operating Activities

  • Investing Activities

  • Financing Activities

Upon completion of the initial setup, this report can be offered on a recurring basis to track historical trends and predict future outcomes.

Budgets

Budgets &

Year End Reports

Annual budgets are prepared utilizing prior fiscal year(s) data and and comprehensive "Actual vs. Budget" reports. 

Each experienced bookkeeper is skilled with closing the books for year end preparation. We liaise with your CPA on filings specific to you and your business.

Tax Advisory & Filings

Our income tax team can help you navigate the increasing complexities of the tax landscape with personalized advice and guidance on all aspects of your tax affairs.

Come year-end, we will compile a tidy tax package that gives you a year-in-review snapshot of your business.

We file your taxes and yet another year of financial responsibilities has been taken care of for you.

Choose your pricing plan

  • Gold Subscription

    1625$
    Every month
    Advanced level bookkeeping needs
    Valid for 12 months
    • Quickbooks Discount - 45% off
    • Unlimited Advisory Meetings
    • A/P, A/R, Payroll
    • Comprehensive Financial Reports
    • 10 Point Peace of Mind Checklist
    • Cash Flow Forecast
    • Annual Budget
    • Quickbooks Workshop Included
  • Silver Subscription

    955$
    Every month
    Intermediate level bookkeeping needs
    Valid for 12 months
    • Quickbooks Discount - 40% off
    • 3-hour Advisory Meeting
    • A/P, A/R, Payroll
    • Profit & Loss Statement
    • Balance Sheet Report
    • 10 Point Peace of Mind Checklist
    • Cash Flow Forecast
  • Bronze Subscription

    675$
    Every month
    Basic level bookkeeping needs
    Valid for 12 months
    • Quickbooks Discount - 35% off
    • 1-hour Advisory Meeting
    • A/P, A/R, Payroll
    • Profit & Loss Statement
    • E-Book to Grow Your Business