Services
For any questions about these service packages or would like to talk about creating a custom package to suit your needs please contact us today.
Accounting and Bookkeeping Packages:
Copper: Year-end Financial Statements and Corporate Tax Preparation Package
- Preparation of year-end financial statements with notes
- Preparation and efiling of corporate tax return
- Completion of deliverables above within 2 months of the fiscal year-end
- Bundled pricing for financial statements and corporate tax return starting at $1,200.
- Only corporate tax return preparation and filing $500.
- Pricing for bundled pricing dependant on initial needs assessment.
Bronze: Basic Bookkeeping Package. Either Monthly or Quarterly Frequency
- Monthly or quarterly bookkeeping data entry into Sage or Quickbooks accounting software
- Monthly or quarterly bank and credit card statement reconciliation
- Preparation and filing of GST & PST tax returns
- Monthly or quarterly balance sheet and income statement reports
- Provision of online system for business owner to have updated access to financial information when needed
- Completion of deliverables above by not later than the 21st of the month following
- Pricing starting at $300 per month or $800 per quarter.
- Pricing dependent upon initial needs assessment of existing accounting system.
- Additional charges may apply for implementing a new accounting system or if major accounting process changes are required
Silver: Management Accountant Level
- Includes all deliverables from Bronze package
- Income Statement forecasting for the current year and the next year
- Month over month comparable income statements
- Year over year comparable income statements
- Year to Year comparable balance sheets
- Monthly cash flow statements
- Divisional reporting
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Customer & client profitability analysis
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Tracking of revenue and expenses on a client/customer basis
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Pricing starting at $600 per month or $1,600 per quarter.
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Pricing dependent upon initial needs assessment of existing accounting system.
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Additional charges may apply for implementing a new accounting system or if major accounting process changes are required
Gold: Corporate Controller Level
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Includes all deliverables from Silver package
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Income statement forecasting for up to 3 years past the current year
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Monthly budget vs. Actual reporting
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Monthly budget vs. Actual reporting on a divisional level
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Monthly budget vs. Actual on a client, customer or product basis
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Pricing starting at $2,000 per month or $5,000 per quarter
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Pricing dependent upon initial needs assessment of existing accounting system
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Additional charges may apply for implementing a new accounting system or if major accounting process changes are required
Platinum: Corporate CFO Level
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Includes all deliverables from Gold package
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Strategic planning
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Pricing starting at $5,000 per month
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Pricing dependent upon initial needs assessment of existing accounting system.
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Additional charges may apply for implementing a new accounting system or if major accounting process changes are required
Accounting Software System Implementation Package:
- Based on accounting needs assessment
- Includes initial user training of up to 8 hours
- Includes full set-up of system on business computer or server
- Chart of Accounts appropriate to industry
- Vendor and customer lists entered into new system
- Products and services lists entered into new system
- Pricing based on $90/hr, time required determined along with scope before project start
Set-up of accounting system for owner managed accounting system -$250 for one time
on site review of accounting system needs and processes, cost of software not included.
Consulting will be available on a project by project basis and will be determined through
a scope assessment and agreed upon hours will be determined before project starts.
Consulting will be provided on an hourly basis at $150 per hour.
Note: Bookkeeping functions may be subcontracted in some cases to a fully qualified Canadian based bookkeeper.
All subcontractors are subject to a non-disclosure and non-compete agreement as well as strict adherence
to Accounting Intelligence Plus privacy and security policies.
Accounting Intelligence Plus will always be 100% responsible for the final product.