MONTHLY SERVICES

• Business Consultation
The backbone of all Comprehensive services. A personal discussion of your financial statements or other business matters is available when you need it and is as close as your phone.


• Complete Tax Planning and Preparation of Tax Records
Federal, provincial and local taxes, covering income taxes, sales taxes, G.S.T., RST, Payroll Taxes, W.S.I.B, and ROE's too. If applicable - we prepare and maintain whatever is necessary to protect your interests, save you time and provide them to you for your review prior to filing date.


• Monthly Operating Statements
A monthly breakdown of sales, cost of sales and expenses ( profit and loss) for the previous month, and a total for all the months of the year to date. Percentages for both helps you compare performance to the year to date and spot problem areas so you can take immediate action.


• Operating Statement Performance Graphs
Each month you will receive Comprehensive Operating Statement Performance Graphs developed from the financial information in your business operating statement to give you concise visual picture of business trends. The pie chart shows fiscal year to date expenses, and the bar graph presents your total sales, expenses and profit margin for the year in a monthly breakdown.


• Payroll Register
Payroll and tax information on every employee.


• Balance Sheet
Available when needed. It summarizes your total business assets, liabilities and net worth at a given point in time so you can make decisions about capital expenditures, or how to improve profits.


• Bank Reconciliations
A proving out of the bank's figures with your cheque book balance each month to ensure you are working with the correct total.


• Detail General Ledger
A record of the dates, cheque numbers, payees and amounts of all expenses within each of your business accounts for the month and year to date.



For a complimentary evaluation of your financial record needs, CONTACT US.