Bookkeeping Services

Assisting both business and individuals.Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Analysis 360° assists individuals who need a little or a lot of help in organizing and recording their financial affairs. Whether your time is limited, you find bookkeeping an absolute bore or you are retired and just want to enjoy life without the daily hassle, we can help.

BOOKKEEPING PACKAGES

DIY Free

  • Supply of cloud accounting software
  • Real time accounting putting management data at your fingertips
  • Advance preparation
  • Critical checks and balances
  • Preparation of your fully compliant statutory annual accounts
  • Annual accounts guaranteed to be completed (from year end) in:
  • Preparation of your business tax computations and returns
  • Professional Fee Protection -
  • Accounting Budgeting and Forecasting
  • Post year-end annual YEAR END Entries - finalization meeting
  • Corporate Income Tax File – Preparation and Submission
  • Unlimited free ad hoc advice
  • Dedicated Client Manager
  • Comprehensive pre-year end tax planning
  • Provincial Taxes  and GST  HST  PST health checks
  • Cash / Bank reconciliation report
  • Quarterly business strategy meetings
  • Monthly payment of our fees making it easier for you to budget
  • Includes 1 hour onboarding meeting
  • Includes bookkeeping accounts system setup to make it easier for you to do your own record keeping
  • Includes set up of document portal & document scanning procedures
  • Includes monthly review of your file and provide coding corrections where needed
  • Includes access to training and how-to videos
  • Payroll code setup, pay periods   
  • Optional Add Ons:

  • Annual Personal Income Tax Returns
  • QuickBooks Online Subscription 
  • Payroll Package
  • *DIY Training package is a pre-requisite
  • Check our Value Added Services

Business basic

  • Monthly Review
  • Monthly Account Reconciliation
  • Monthly Financial Statements
  • GST/HST Returns
  • Liaison with Accountant
  • Year End Adjusting Entries
  • Limited Phone & Email Support
  • Service Guarantee
  • QuickBooks Online Subscription
  • Dedicated Shared Cloud Document Folder
  • Optional Add Ons:

  • Payroll Package
  • *DIY Training package is a pre-requisite
  • Check our Value Added Services

Business Growth

  • Record Sales & HST From Reports
  • Record Expenses & HST
  • Reconcile Payments
  • Process Receipts Weekly
  • Reconcile Bank Accounts Monthly
  • Monthly Financial Statements
  • Year End Adjusting Entries
  • Basic CRA Review Support
  • Limited Phone & Email Support
  • Service Guarantee
  • QuickBooks Online Subscription
  • Utilize 2 Business Apps - Ledgerdoc, Autoentry, Hubdoc, Receipt Bank, Plooto, Bill.com
  • Dedicated Shared Cloud Document Folder
  • Optional Add Ons:

  • Payroll Package
  • Check our Value Added Services

Premium VIP

  • Record Sales & HST From Reports
  • Record Deposits
  • Record Expenses & HST
  • Reconcile Payments
  • Process Receipts Weekly
  • Reconcile Bank Accounts Monthly
  • Monthly Financial Statements
  • Monthly Business Consultation
  • Year End Adjusting Entries
  • Basic CRA Review Support
  • Unlimited Phone & Email Support
  • Service Guarantee
  • QuickBooks Online Subscription
  • Utilize 2 Business Apps - Ledgerdoc, Autoentry, Hubdoc, Receipt Bank, Plooto, Bill.com
  • Dedicated Shared Cloud Document Folder
  • Optional Add Ons:

  • Payroll Package
  • Check our Value Added Services

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Zero Advisor Certified
Hubdoc Certified Xero Partner
Plooto Certified Advisor

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Analysis 360°