We provide a comprehensive range of services that effectively alleviate your stress and pave the way for your success. That’s precisely what our offerings entail.
Our aim is to assist you in:
- Having financial visibility
- Data-driven decision making
- Being accounting compliant
- Reducing stress
Running and owning a business can be challenging, but with proper guidance, your business can become a valuable asset.
While some business owners hesitate to invest in their financial functions due to costs, experienced entrepreneurs unanimously agree that it is a crucial aspect of your business and cutting corners or seeking the cheapest option is not advisable.
We recommend allocating approximately 4% of your annual revenue to your financial functions. This balanced investment approach will help maintain strong profits while ensuring reliable and efficient services.
Packages
Sole Proprietorship Freelancer
- Includes Dext subscription
- Onboarding, System Set-up
- Email & Phone Support
- Data Entry
- Bank Reconciliations
- Monthly Management Report
- Prepare T2125
- Recommended Revenue Range $0-$150K in Annual Revenue
- $157.50/month if paid annually
Business
Starter
- Includes Dext subscription
- Onboarding, System Set-up
- Email & Phone Support
- Data Entry
- Issue Customer Invoices
- Record Vendor Invoices
- Bank Reconciliations
- Quarterly Management Reporting
- Tax Filing Preparation
- Recommended Revenue Range $150K-$350K in Annual Revenue
- $405/month if paid annually
Business
Scale
- Includes Dext subscription
- Onboarding, System Set-up
- Email & Phone Support
- Data Entry
- Accounts Receivable
- Accounts Payable
- Bank Reconciliations
- Monthly Financial Reporting
- Quarterly Finance Meetings
- Tax Filing Preparation
- Recommended Revenue Range $350k to $750K in Annual Revenue
- $675/month if paid annually
Business
Excel
- Includes Dext subscription
- Onboarding, System Set-up
- Email & Phone Support
- Monthly Bookkeeping
- Accounts Receivable Management
- Accounts Payable Management
- Bank Reconciliations
- Monthly Financial Reporting
- Monthly Finance Meetings
- Tax Filing Preparation
- Annual Budgeting
- Recommended Revenue Range $750K-2M in Annual Revenue
- $1,350/month if paid annually
Package Benefits
- Staying on top of your paperwork by organizing and filing it
- Monitoring bank and credit card accounts for errors or unusual activity
- Managing your payables – paying vendors correctly and on time
- Making payments to employees and ensuring payroll filings are done correctly and on time
- Monitoring accounts receivable and making sure all sales and payments are posted
- Ensuring HST paid and collected is recorded accurately and that HST returns are filed on time
- Having tax-ready bookkeeping data ready for your accountant at year end
- Providing insight on your business’ financial well-being regularly with monthly reports
- Posting expenses to accurate ledger accounts and keeping accounts balanced and reconciled
Bring your financials into focus with Dext Online small business accounting software.
