SERVICE IS STRICTLY CONFIDENTIAL AND GUARANTEED
COMPETITIVE RATES & OUTSTANDING SERVICE ENSURE YOU GET THE MOST FOR YOUR BUDGET
FREE 1 hour Consultation – Let’s talk about your company needs.
There is no need for the small business owner to purchase costly desktop accounting software or Bookkeeping programs. You could choose the Off-site Service if you don’t have an office. On-Line Accounting if your needs are more diverse and you require anywhere, anytime estimates, invoicing or just keeping track of your daily company situation. On-Line Accounting is also a huge benefit for companies who have employees here, there and everywhere.
| On-Line Service – We can get you discounted pricing and help you set up with an on-line accounting package so that you have instant access to your accounting or download your desk top version into QBO. Instant Estimates/Invoicing – send an invoice to your client before you even leave the work site. Take a picture of your receipts for automatic download into QBO. Let’s talk so we can show you what is available. Get your free trial at http://quickbooks.intuit.ca/accounting-software/quickbooks-online-accounting/buy-quickbooks-sale/ Please keep in mind that we can get you better pricing than buying directly through QuickBooks yourself.
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| Off-site Service – We do all the work on our computers, providing the accounting program, computer and all the essentials. You can be sure your books are kept up to date. The cost savings are substantial when compared to the cost of hiring and equipping an on staff Bookkeeper. We can pick up all your information or you can E-mail, fax or drop off your paperwork as well as taking pictures of receipts/bills or utilizing the DEXT app for automatic download.
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| On-Site Service – We will come to your location, if you already have the accounting program and computer set up, or we can help you install QBO. As an authorized QuickBooks Accountant we can provide you with a discount on your Intuit software and all the training you require. |
| PROFESSIONAL | INTERMEDIATE | STARTER |
| ■ Invoicing (if required) | ■ Invoicing (if required) | |
| ■ Accounts Payable (if required) | ■ Accounts Payable (if required) | |
| ■ Daily compilation of Income & Expenses | ■ Weekly compilation of Income & Expenses | ■ Monthly compilation of Income & Expenses |
| ■ Monthly compilation Bank Account/Credit Card Reconciliation (up to 4 accounts) | ■ Monthly compilation Bank Account/Credit Card Reconciliation (up to 2 accounts) | ■ Monthly compilation Bank Account Reconciliation (1 account) |
| ■ Income Statement Monthly | ■ Income Statement Quarterly | ■ Income Statement Quarterly |
| ■ Balance Sheet Monthly | ■ Balance Sheet Quarterly | ■ Balance Sheet Quarterly |
| ■ Monthly meeting with E&A Accounting for Business Review | ■ Quarterly meeting with E&A Accounting for Business Review | ■ Yearly meeting with E&A Accounting for Business Review |
| ■ Monthly/Quarterly preparation and Netfiling of HST | ■Quarterly preparation and Netfiling of HST | ■ Yearly preparation and Netfiling of HST |
| ■ Preparation and E-filing of Incorporated/Personal/Self Employed Tax Return by deadline | ■ Preparation and E-filing of Personal/Self Employed Tax Return by deadline | ■ Preparation and E-filing of Personal/Self Employed Tax Return by deadline |
| ■ Assets & Equity responsible for all receipts/bills and paperwork | ■Customer supplies/drops off all receipts and requested paperwork (in date order) | ■ Customer supplies/drops off all receipts and requested paperwork (in date order) |
| ■ A&E Accounting deal with CRA requests | ■ A&E Accounting deal with CRA requests | ■ Customer deals with CRA requests |
| ■ On call during business hours to answer your questions | ■ Return E-mails/Calls within 1 business day | ■ Return E-mails/Calls within 2 business days |
| PAYROLL | COMPANY REVIEW | TRAINING |
| ■ Payroll up to 10; include T4’s & T4A’s as well as on time payment of all Payroll Taxes | ■ Income Statement Monthly | ■ Assets & Equity Accounting will hold employee sessions to train on QB Desktop or QB Online |
| ■ Payroll over 10; includes online ROE submissions, T4’s & T4A’s as well as on time payment of all Payroll Taxes, EHT, WIB | ■ Balance Sheet Monthly | ■ One on One training for you or your staff on QB Desktop or QB Online |
| ■ Payment of Benefit Packages | ■ Monthly meeting with E&A Accounting for Business Review | ■ Webinar/YouTube training for you or your staff on QB Desktop or QB Online |
| ■ RRSP deductions with RRSP Contribution Receipts | ■ Monthly/Quarterly preparation and Netfiling of HST | |
| ֍For new clients, a review will be done prior to settlement on the best package | ||
| for your requirements | ||
| ֍Monthly payment terms help you to budget for your Accounting needs | ||
| ֍Assets & Equity Accounting also provides other services. See our services list | ||
| of Business Services or click the red button under the Pricing tab | ||
֍ A RUSH fee will be added to your bill if you cannot bring your bookkeeping before the 15th of the
month before a HST return is due
IF YOU CHOOSE A REPORTING PACKAGE WE WILL GET TOGETHER WITH YOU TO DISCUSS CHANGES THAT MAY HELP YOUR BUSINESS GROW. OUR GOAL IS TO ENSURE THAT YOU UNDERSTAND YOUR FINANCIAL REPORTING AND THE FINANCIAL STATE OF YOUR BUSINESS SO THAT YOU CAN MAKE SOUND BUSINESS DECISIONS.
METHOD OF PAYMENT – Cash, E-Mail Transfer or Cheque are all acceptable. (A deposit on large jobs may be required)