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

Flat Rates – $300 & up!

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:

  • Posting all business bank transactions
  • Supply of your paperless expense and receipt processing system
  • Completing the monthly bank reconciliations
  • Posting purchase invoices, expenses and cash transactions
  • Credit card transactions and reconciliations
  • Up to 1 hour a month in emails and phone calls that pertain to bookkeeping
  • Completing the Quarterly HST reconciliation
  • Completion of HST returns (e-filing)

Software not included at this level.

Contact us to set up your service package today!

‘Focused for Growth’

 Flat Rates – $850 & up!

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 multiple 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 opportunity!

Focused for Growth services:

  • up to 3 bank reconciliations of bank and/or credit card accounts (2 page max per statement)
  • summary balance sheet and income statement
  • basic bookkeeping services with a low-level management of A/P and A/R
  • HST, WSIB, source deductions calculated and filed for you online – we can pay for you through WayPay
  • annual analyses and reconciliations to ensure that you are not overpaying government bodies or WSIB
  • Unlimited email and telephone support
  • Expense monitoring and advice- 5 key expenses
  • all cash expenditures for the month entered by you into the template provided by KMPC
  • all backup paperwork for transactions for the month – (Hubdoc used for you to upload-bills, invoices, payments received)

Additional Services that will increase your monthly cost:

  • Financial analyses monthly
  • Assistance with CRA issues
  • CRA audits
  • Oversee annual physical inventory count
  • Weekly reporting
  • Accounts receivable management
  • Online virtual business review meeting
  • Full management reporting monthly

Contact us to set up your service package today!

CEO Freedom

Flat Rates – $1,700 & up!

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 management of A/P and A/R (collections if needed)
  • bank reconciliations for all bank and credit card accounts up to 6 pages 3 accounts max
  • detailed balance sheet and income statement
  • payroll 10 to 20 employees each additional employee will be $5.00 per run per employee
  • HST, WSIB, source deductions calculated and filed for you online – and payment through Waypay
  • 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
  • unlimited emails and telephone support
  • deal with CRA on your behalf along with Audits/reviews maximum 5 hours
  • review financials and discuss growth, budgets, cash flows
  • all cash expenditures for the month entered by us into the template
  • all backup paperwork for transactions for the month – bills, invoices, payments received to be uploaded by you using Hubdoc

 Software used will be:

  • Quickbooks Online with payroll (if advanced payroll needed, additional cost of $20 per run and $2.00 per employee per run) 
  • Hubdoc
  • Waypay
  • T Sheets if needed

Contact us to set up your service package today!

 

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