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Mississauga, Ontario CPA firm

Adian Service Plans

Platinum

Monthly Business Review
Cloud Bookkeeping
Monthly Financial Statements - Balance Sheet and Income Statement
Comprehensive Tax Strategy, Planning and Compliance
Ongoing Support
App setup and training Included - QBO, Dext and Plooto
Investment - Starting at $1599/month+HST

Gold

Quarterly Business Review
Cloud Bookkeeping
Quarterly Financial Statements - Balance Sheet and Income Statement
Comprehensive Tax Strategy, Planning and Compliance
Ongoing Support
App setup and training Included - QBO, Dext and Plooto
Investment - Starting at $799/month+HST

Silver

Annual Business Review
Cloud Bookkeeping
Annual Financial Statements - Balance Sheet and Income Statement
Tax Planning and Compliance
Ongoing Support
Apps - Paid by you – QBO, Dext and Plooto
Investment - Starting at $299/month+HST

Add ons

  • A/P - A/P Services on Bi-weekly basis - Starting at $250/month+HST
  • Payroll Services - Bi-Weekly basis only - Starting at $250/month+HST
  • Review of current QuickBooks Files and Processes - Starting at $250+HST
  • CRA Audit Representation – Starting at $250/HR+HST
  • CFO Advisory – Starting at $250/HR+HST

Process Overview

Step 1 - Meeting Request
Click on the calendly link to initiate a discovery call and one of our senior team members will be in touch with you within 1 business day.

Step 2 - Discovery call
On the discovery call we will go through your needs, challenges and discuss an action plan that addresses your tax and accounting needs.

Step 3 - Proposal
We will provide you with a monthly fixed fee proposal that addresses your needs with a monthly fixed fee quote.

Step 4 - Onboarding
Upon acceptance, one of our team members will be in touch with you to initiate the onboarding process and schedule app training.

Step 5 - Welcome Aboard
The following month you will have your trusted accounting and tax partner to assist you with your business goals on an on-going basis.


Fine Print

Plans are on month to month basis with flexibility to upgrade or downgrade with a 30 day notice.

Ideal Fit

From our experience, clients who experience success with us have the following attributes:

  1. Willing to invest a minimum one time investment of 2 hours to onboard and train on apps coupled with at least 30 minutes each week to their accounting and tax needs.
  2. Tech savvy, prefers structure and provides information by mutually agreed timelines.
  3. Invests time and resources to ensure segregation between personal and business expenses.

Sectors we service
Realtors, Real Estate Brokerages, Trades (Plumber, Electricians, Fire Protection and other trades), Information and Technology, Dentists, Doctors, Construction, Freelancers and self-employed professionals, Property Management and High Net worth Individuals.