What We Offer

We offer 2 Simple Options

Professional

  • Account reconciliation
    • Record and Reconcile all bank accounts
    • Record and Reconcile all credit card accounts
  • Advice
    • Prepare Quarterly financial statements
    • Tax planning
    • Quarterly Checkups
  • Tax
    • Tax preparation
  • Premier

  • CFO on Demand
    • Record, Enter,and Pay Bills (A/P)
    • Invoice Customers
    • Process employee expense reports
    • Monthly video conference to review key performance measures
  • PLANS

     123
    Complete Tax Compliance
    ?
    We keep you in compliance - Annual Corporation Tax Return, Sales Tax Returns if applicable, governement correspondence



    Bookkeeping
    ?
    Record and Reconcile all of your Bank and Credit Card Acccounts


    Financial Statements
    ?
    We don’t just provide you with Financial Reports, we interpret them for you so you can make more informed decisions
    AnnualQuarterlyMonthly
    Coaching Sessions
    ?
    Scheduled Sessions to Review your Financial Condition and discuss your Business
    Tax Planning / Projections
    ?
    Planning during the Year to avoid surprises come Tax Time
    Payroll
    ?
    We Provide Full Service Payroll Processing- Direct Deposit, Tax Filings, etc
    Optional


    Support
    ?
    We have Systems in Place to ensure no inquiry goes unanswered and we invite you to contact us as often as you need
    48 Hours
    24 Hours
    Sameday

    All Plans include unlimited support with Fixed Pricing as well as your Entity's Annual Tax Return.

    How do you now which Plan is best for you?

    What We Offer

    We offer 2 Simple Options

    Professional

  • Account reconciliation
    • Record and Reconcile all bank accounts
    • Record and Reconcile all credit card accounts
  • Advice
    • Prepare Quarterly financial statements
    • Tax planning
    • Quarterly Checkups
  • Tax
    • Tax preparation
  • Premier

  • CFO on Demand
    • Record, Enter,and Pay Bills (A/P)
    • Invoice Customers
    • Process employee expense reports
    • Monthly video conference to review key performance measures