Services

SERVICES

Together, we can build your bottom line.

Accounting has to be dealt with, but not necessarily by you.
I am your virtual CFO for small businesses in British Columba. Your real time virtual sounding board. 

Whether you are a sole proprietor or an incorporated business, I have accounting service packages available for no matter what type of small business you are.  My accounting service packages will help you understand your numbers so you will be empowered to make strategic financial decisions for your business while staying compliant with BC Tax Laws.

Accounting Service Packages

Corporate Tax Return Help

THE EMERALD

A pile of emerald gemstones, representing one of Assunta Iannilli's accounting service packages for small BC businesses

Ideal for:

Includes:

Investment:

*MOST POPULAR*

THE MONEY TREE PLANTM

A little tree growing out of a pile of coins, representing The Money Tree Plan, Assunta Iannilli's accounting service package for small BC businesses

Ideal for:

Includes:

Investment:

Helping Small Businesses Grow

THE SAPPHIRE

A pile of sapphire gemstones, representing one of Assunta Iannilli's accounting service packages for small BC businesses

Ideal for:

Includes:

Investment:

Customized for Mature Corporations

THE AMETHYST

A pile of amethyst gemstones, representing one of Assunta Iannilli's accounting service packages for small BC businesses

Ideal for:

Includes:

Investment:

*Plus GST

** Full financial statement package includes year end preparation discussion, compilation financial statements, and personal income tax return (for sole proprietors) or corporate income tax return (if incorporated)

Not sure which plan is right for you?

I offer a complimentary consultation to help you determine which accounting service package may be right for you and your small business. This complimentary service is available to all for-profit small business owners located in British Columbia.

Accounting Service Packages Comparison Chart

The following is a Comparison Chart that lists the services included with each Accounting Service Package.

TOPICS COVERED:

The
Emerald

The Money
Tree Plan™

The
Sapphire

The
Amethyst

Discovery Meeting (first year)

Full financial statement package - Includes year end preparation discussion, compilation financial statements, and personal income tax return (sole proprietor) or corporate income tax return (incorporated)

1 Part

1 Part

2 Parts

2 Parts

Next Steps

Discuss last years financials and goals for this year

Define opportunities to further improve tracking of your assets, liabilities, income and expenses

Cash flow forecasting and budget planning

2 Parts

2 Parts

2 Parts

Profitability ratio analysis - key ratios - analysis discussion to evaluate your company's strengths, weaknesses - current and past

1 Part

2 Parts

2 Parts

Discuss ideas for future; I am your sounding board

1 Part

2 Parts

2 Parts

Trend analysis of financial management (consistency of income/expense) for 2-3 years

Financial strategic planning

2 Parts

2 Parts

Advise on payroll issues such as hiring, terminating, and paying employees

Advise on cash flow management

Help manage expenses to maximize profits

Proper Debt structure - know when, why and how much to borrow

Advise on asset acquisition feasibility with buy/lease equipment option; further deep dive on operational, and financial management

Help determine best use of net profit - reinvest in assets, reduce long term debt and liabilities or pay owners and shareholders a dividend

2 Parts

I promise to help you love your numbers!