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
Ideal for:
- All small businesses
Includes:
- Convenient Microsoft Teams Meeting and secure file sharing exchange of financial documents
- Full financial statement package**
Investment:
-
$2,500*
One-Time Package Price
*MOST POPULAR*
THE MONEY TREE PLANTM
Ideal for:
- Sole Proprietor: 5 years or less
- Incorporated: 2 years or less
Includes:
- 4 Sessions on Microsoft Teams
- Telephone calls, emails and mini Team sessions included throughout the year as needed
- Full financial statement package**
Investment:
- Sole Proprietor: $279*/month
- Incorporated: $399*/month
Helping Small Businesses Grow
THE SAPPHIRE
Ideal for:
- Sole Proprietor: 5 years or more
- Incorporated: 2 - 4 years
Includes:
- 12 Sessions on Microsoft Teams
- Telephone calls, emails and mini Team sessions included throughout the year as needed
- Full financial statement package**
Investment:
- Sole Proprietor: $579*/month
- Incorporated: $699*/month
Customized for Mature Corporations
THE AMETHYST
Ideal for:
- Incorporated: 4 years or more
Includes:
- 18 Sessions on Microsoft Teams
- Telephone calls, emails and mini Team sessions included throughout the year as needed
- Full financial statement package**
Investment:
- Incorporated: $899*/month
*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 | The Money | The | The |
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 |