Monthly Services - Customized to meet your needs
Bookkeeping
Bookkeeping
Bookkeeping
- Full-cycle bookkeeping
- Accounts payable & receivable
- General ledger & chart of accounts
- GST/HST remittances & returns
- Budget & cashflow management
- Bank & credit card reconciliations
- Vendor payments
- Financial statements
- Custom reporting & analysis
- Asset register & amortization schedule
- Review meetings, including cost control
- Month-end & year-end closing
Payroll
Bookkeeping
Bookkeeping
- Payroll set-up & processing
- Compliance with payroll legislations
- Source deductions & remittances
- Employee payroll portal
- Payroll journal entry recording in accounting software
- Secure collection & verification of employee SIN
- Processing of Records of Employment
- T4 & T4A slips, summaries & filing with CRA
- Payroll analysis & reporting
- Payroll projection & hiring budget calculator
Consulting
Bookkeeping
Health Benefits Administrator
- Workflow & process solutions
- Tech stack advice & implementation
- Software integrations
- Custom spreadsheets, forms & documents
- Accounting software set-up
- Financial audit preparation & assistance
Health Benefits Administrator
Health Benefits Administrator
Health Benefits Administrator
- Coordinate employee benefits enrollments
- Maintain & update employee records in-house & with benefits provider
- Resolve benefit-related issues
- Employee benefits program onboarding
- Primary point of contact for both employees and benefits vendor
- Calculate benefit premiums for payroll
Health Benefits Administrator
Workshops (individual & group)
- Productivity & organization
- Using Outlook to get organized
- Healthy financial habits
- Workflows & checklists
- Budgeting
- Creating a business plan
- Customized workshops