Services

Balncd employee working on bookkeeping for one of their small business clients

Keeping balncd

By harnessing the latest technology, we are able to eliminate the reporting time lag that is inherent to traditional bookkeeping methods. This enables us to give you accurate, real-time data to enable you to make more informed decisions for your business. We have created a workflow that is user-friendly and straightforward, as our ultimate goal is to provide you with meaningful reporting while minimizing the time that you spend on the accounting side of your business.

Bookkeeping

Accurate and timely bookkeeping is at the foundation of every profitable business. Your QBO updated weekly assures that you always have an accurate snap shot of where your business is at, and that any decisions made are based on the right information.

BRONZE
  • Bookkeeping (Monthly Reconciliation + 4 Week Close)
  • Sales Tax Filings
  • Year-End Financial Statements
  • Government Tax Assistance (GST, PST and source deductions)
  • Coaching Calls (Annually)
  • CPA Support (1 Email Per Month)
  • Bookkeeper Support (Unlimited)
  • Response Time (2 Business Days)
  • Accounting Technology Subscriptions for QBO, Keeper and Dext
SILVER

Includes all features in the Bronze package plus the following enhancements:

  • Bookkeeping (Monthly Reconciliation + 2 Week Close)
  • Payroll Services
  • Coaching Calls (Quarterly)
  • Cash Flow & Budgeting Services (Quarterly)
  • CPA Support (3 Calls/Emails Per Month)
  • Response Time (1 Business Day)
GOLD

Includes all features in the Silver package plus the following enhancements:

  • Coaching Calls (Monthly)
  • Cash Flow & Budgeting Services (Monthly)
  • CPA Support (Unlimited)
  • Bill Pay Services
  • Response Time (Same Business Day)

Accounting & Reporting

Moving beyond just the data-entry component of bookkeeping, our focus is on helping you to understand your financial reporting and to provide sound business advice to help you grow your business. It’s like having an experienced, in-house accountant, but at a fraction of the cost.

Basic
Just starting out?
  • Quarterly basic reporting (BS, PL, A/R, A/P, S/H Loan activity)
  • Filing of GST and PST returns
  • Processing of T4s (Only applicable if we have been doing the payroll for the period)
  • Assistance with basic queries
Basic Plus
Want a little more?
  • Monthly basic reporting (Basic reporting, and PL Variance Analysis)
  • Filing of GST and PST returns
  • Processing of T4s (Only applicable if we have been doing the payroll for the period)
  • Quarterly in-person meeting or phone call to walk through reports
  • Assistance with basic and intermediate queries
VCFO
Need to capture the benefits of a CFO?
  • Monthly advanced reporting (Basic + reporting, and Customized Reports)
  • Filing of GST and PST returns
  • Processing of T4s (Only applicable if we have been doing the payroll for the period)
  • Monthly in-person meeting or phone call to walk through reports
  • Assistance with higher level queries and some advisory services
Custom Add On
Is your package missing something?

Contact us for more information.

Advisor
Need some additional advice?
  • Strategy
  • Budgeting and variance analysis
  • Forecasting
  • Establishing KPI’s
  • Process/System reviews

Training & Support

One-time or on-going, live or by phone, training and support is available for your QBO and online suite of products.

QBO Support

Support for your internal accounting team using QBO

After Setup Support

Unlimited post implementation support of your QBO and online suite of products

Adhoc Training

Training & support sessions for your team.

  • QBO and online suite of products, and /or
  • Business and accounting processes

The best software

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Your books - well kept!

Bookkeeping is simple when we do it for you!

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