Complimentary Service
30 minutes initial intake phone consultation session to assess client's individual/business financial needs and goals, suggest most suitable service package solutions, and identifying next steps in achieving results.

Session includes:
COMPLIMENTARY 30 minutes consultation to evaluate existing and current business internal bookkeeping & external CRM process needs, in determining APP Integration Solutions & Opportunities to maximize internal & external process efficiency and accuracy, and determine effective implementation actions.

Further APP Integration services fee is $150/hour (Prices including tax)

Session includes:
30 minutes consultation to evaluate existing and current business bookkeeping needs to further setup an automated and efficient QuickBooks system tailored to client: Chart of Accounts, Customers, Accounts Receivable, Vendors, Accounts Payable, Trial Balance, Company Information, GST/PST, Payroll, QuickBooks Settings Preferences, Inventory, Class/Job Tracking, etc.

Allow 1-2 weeks for software setup or migration completion. (Prices including taxes)

Session includes:
Two hours customized virtual or on-site* training - Introduction to QuickBooks functions, review of bookkeeping process and accounting basics, bookkeeping shortcuts to efficiently manage business records.

Includes one month of email support for QuickBooks function inquiries & QuickBooks User Guide delivery electronically. (Prices including taxes)
*on-site surcharge applies

Includes two sessions:
60 minutes QuickBooks Review of existing QuickBooks transactions, entries and financial statements & preparing summarized feedback documentation capturing review findings: errors, adjustments, recommendations, best practices etc.

60 minutes of a virtual conference call to review feedback summary, discuss further questions and provide detailed guidance on error corrections, recommendations and best practices
(Prices including taxes)

Package includes two sessions:
30 minutes consultation to evaluate QuickBooks Setup & Migration needs & process

Two hours customized virtual or on-site* system training, including one month of email support for QuickBooks function inquiries and QuickBooks User Guide delivered electronically.

Allow 1-2 weeks for system setup or migration completion to further schedule training session. (Prices including taxes)
*on-site surcharge applies

Package includes three sessions:
60 minutes of QuickBooks Review

60 minutes of Review Feedback Conference Call

Two hours of customized virtual or on-site* training and review, including one month of email support for QuickBooks function inquiries & QuickBooks User Guide delivered electronically.
(Prices including taxes)
*on-site surcharge applies

Initial consultation for BASIC60 PLAN subscription - $157.50/month
Up to 60 minutes of monthly hands-on remote support through conference call format with screen share capabilities & QBO Accountant access.
Supporting QuickBooks functionalities, features, setup, adjustments, review, etc. + Accounting support: journal entries, payroll, tax, GST/HST, PST, adjustments, error corrections, reconciliation, etc. (Annual contract required, contract cancellation available with 30-days advance notice)

Initial consultation for ENHANCED60 PLAN subscription - $315/month
Inclusions of BASIC60 PLAN
+ high-level financial commentaries highlighting areas of concerns within Income Statement & Balance Sheet for clients to further review & investigate
OR
Extension of up to 120 minutes of BASIC PLAN remote support
(Annual contract required, contract cancellation available with 30-days advance notice, taxes included)

Initial consultation for INCLUSIVE60 PLAN subscription - $472.50/month
Inclusions of ENHANCED60 PLAN
+ unlimited remote support to follow on topics discussed during the call
+ adjustments of Ask My Account GL Account transactions: clients will have the ability to classify unknown transactions to Ask My Accountant account, unknown transactions are further reviewed and adjusted on a monthly basis
(Annual contract required, contract cancellation available with 30-days advance notice, taxes included)

Initial consultation for UNLIMITED ELITE PLAN subscription - starting at $1575/month
UNLIMITED Hands-on QuickBooks and Accounting Remote Support & Mentorship with your dedicated QBO ELITE ProAdvisor/Accounting Professional. Access to FULL external Accounting Team to provide comprehensive support to your organization's internal Accounting Team + UNLIMITED business & personal consultation services. (Annual contract required, contract cancellation available with 30-days advance notice, taxes incl)