Advance Package

A tailored solution for small to medium-sized businesses looking for a fully comprehensive and high-level of financial management and support.


✔️ Up to 200 transaction volume
✔️ Weekly meeting with the bookkeeper
✔️ Posting bank and credit card transactions 
✔️ Bank and credit card reconciliations
✔️ Organization of receipts in an online folder
✔️ Sales Tax (GST/HST) reconciliation and filing assistance
✔️ Year-end file preparation for tax season and accountant
✔️ Standard Financial Reporting (Profit and Loss, Balance Sheet)
✔️ Email and telephone support
✔️ Requesting of customized reports