Chartered Professional Accountant, Experienced Bookkeepers, Personal and Business Tax Return Specialists - Whitby ON - Call - Toll Free: 1-800-942-5558 or Local: 905-666-5071 admin@kmpc.ca

KMPC Monthly Bookkeeping Packages

 

                                                          …Which One Are You?

Monthly Bookkeeping 

This package is suited for the client that would like to outsource their basic monthly bookkeeping duties to ensure that all the information is organized and ready when it’s time to file your business tax return. It also allows you to monitor your goal attainment and growth trends month-to-month!

Basic bookkeeping services:

  • bank reconciliations for all bank and credit card accounts
  • summary balance sheet and income statement
  • responses to emails within 48 hours

Note:  (no A/P or A/R services included with this package)

Convenient and Easy – You can drop off your your sorted paperwork each month at our office or upload your files via our convenient client port, along with:

  •  a bank statement for each bank account and credit card account
  • all cash expenditures for the month entered into the template provided by KMPC
  • all backup paperwork for transactions for the month – bills, invoices, payments received and made
All this for only $300.00 !

Additional Services Available with this package billed at per service rates:

  • additional financial analyses
  • assistance with CRA issues
  • forms filed such as T4’s, T5018’s, T5’s, etc
  • payroll, filing HST and WSIB

Contact us to set up your service package today!

‘Focused for Growth’ 

This package is suited for the client that is ready to move into the growth phase of their business lifecycle. In addition to the monthly bookkeeping services, Focused for Growth clients receive their data with the added strategic perspective of measuring how a mulitple business and function areas are helping or hindering their target growth. Quarterly consultations with Kelly provide up-to-the-minute strategic planning opportunities to quickly modify limitation areas and fast track growth opportunities.

This package is perfect for clients that are ready to jump on their growth ladder and make the most of every opporutnity!

Focused for Growth services:

  • up to 3 bank reconciliations of bank and/or credit card accounts
  • summary balance sheet and income statement
  • basic bookkeeping services with a low level of job costing or management of A/P and A/R
  • detailed balance sheet and income statement
  • payroll for 1 – 10 employees
  • HST, WSIB, source deductions calculated and filed for you online – we can pay for you through Telpay
  • annual analyses to ensure that you are not overpaying government bodies or WSIB
  • monthly aging of accounts receivable and payable to ensure that these are always accurate
  • quarterly – an hour consultation appointment with Kelly in our office
  • responses to emails within 24 hours

Convenient and Easy – You can drop off your your sorted paperwork each month at our office or upload your files via our convenient client port, along with:

  •  a bank statement for each bank account and credit card account
  • all cash expenditures for the month entered into the template provided by KMPC
  • all backup paperwork for transactions for the month – bills, invoices, payments received and made
All this for only $700.00 !

Additional Services Available with this package billed at per service rates:

  • additional financial analyses

  • assistance with CRA issues

  • oversee annual physical inventory count

Contact us to set up your service package today!

CEO Freedom

This package is suited for the client that has reached that notable growth target and needs to focus on the big picture to begin blueprinting the next growth stage with the assurance that the day-to-day financial operations are running smoothly and setting the solid groundwork for to support the next growth phase.

CEO Freedom Services: 

  • bookkeeping services with a job costing or management of A/P and A/R
  • bank reconciliations  for all bank and credit card accounts
  • detailed balance sheet and income statement
  • payroll
  • HST, WSIB, source deductions calculated and filed for you online – and payment through Telpay
  • monthly analyses to ensure that you are not overpaying government bodies or WSIB
  • monthly analyses, reviewing trends, profit and loss, financial ratio’s review
  • quarterly – an hour consultation appointment with Kelly in our office
  • responses to emails within 24 hours
  • deal with CRA on your behalf
  • review financials and discuss growth, budgets, cash flows

Convenient and Easy – You can drop off your your sorted paperwork each month at our office or upload your files via our convenient client port, along with:

  •  a bank statement for each bank account and credit card account
  • all cash expenditures for the month entered into the template provided by KMPC
  • all backup paperwork for transactions for the month – bills, invoices, payments received and made
All this for only $1,500.00 !

Contact us to set up your service package today!

 

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