Our process starts with you.
Step 01
Discovery
Set up a meeting with us through Zoom online meeting to share your goals, aspirations and needs with us.
Step 02
Small Business Sample Packages
We take your input and customize real-time small business packages to fit your goals, aspirations, and needs. Your input generates 3 different small business package options. We review and explain 3 different options to you to ensure we have addressed all your objectives and important issues.
Platinum
| Financial Statements (Monthly) |
| Annual Corporate tax return |
| Sales Tax Filings – Quarterly |
| Bookkeeping – (100 – 150 transactions) (Weekly) |
| Financial Review Meeting (Monthly) |
| Email Support (Monthly) |
| Cloud Financial Software |
| Cloud Document Collection & Management Software |
| Secure email and tax filing system |
| Budget & Forecasting Services |
Gold
| Financial Statements (Quarterly) |
| Annual Corporate tax return |
| Sales Tax Filings – Quarterly |
| Bookkeeping – (100 – 150 transactions) (Monthly) |
| Financial Review Meeting (Quarterly) |
| Email Support (Quarterly) |
| Cloud Financial Software |
| Cloud Document Collection & Management Software |
| Secure email and tax filing system |
Silver
| Financial Statements (Annual) |
| Annual Corporate tax return |
| Sales Tax Filings – Quarterly |
| Bookkeeping – (100 – 150 transactions) (Quarterly) |
| Financial Review Meeting (Annual) |
| Email Support (Annual) |
| Cloud Financial Software |
| Cloud Document Collection & Management Software |
| Secure email and tax filing system |
Step 03
The Work Begins
If you’ve found a package that works for you. We train you on QB Online, introduce you to Apps, develop workflow that makes sense, and support you with real-time collaboration.
