The Do It Yourself package is a great way for individuals to take control of their finances and manage their documents and payables online through Receipt Bank. We provide software support, including limited bookkeeping and accounting inquiries.
Transaction Volume: N/A
Bank/Credit Card Accounts: N/A
For entrepreneurs looking to spend more time on their business and less time on accounting. The self-employed package introduces support with volume transactions, banking and/or credit card accounts. including limited bookkeeping and accounting inquiries.
Transaction Volume: 50
Bank/Credit Card Accounts: 2
As your entrepreneurship grows, so will your need for additional insights and data. The essential package includes everything from the self-employed package, in addition to monthly P&L and month-end reports, and close the books monthly.
Transaction Volume: 50
Bank/Credit Card Accounts: 2
All packages include the following items with your monthly subscription
QuickBooks monthly subscription Included in all packages
Google Drive storage for shared docs and accounting files
Monthly payables and documents management using RB or Hubdoc
Software support and limited bookkeeping/accounting inquiries
Your business is growing and so are your banking and transaction needs. The entry package doubles your transaction needs per month compared to the essential package, and introduces sales tax preparation, and easily implemented add-ons as you continue to grow.
Transaction Volume: 100
Bank/Credit Card Accounts: 3
Accountants 2.0 is with you every step of the way. The plus package includes all entry package features, and in addition, we will also conduct quarterly reviews and discuss strategy options for improvements to your bookkeeping and accounting needs
Transaction Volume: 200
Bank/Credit Card Accounts: 4
Our premium package is an all in one solution for those who require in-depth bookkeeping and accounting services. It includes all package features, including cash flow reporting and full support is provided to you through our cash flow management applications.
Transaction Volume: 300
Bank/Credit Card Accounts: 5
Monthly Price (not incl. HST) | $197 | $269 | $429 | $697 | $987 |
Number of Transactions Transaction VolumeNumber of bank transactions reconciled per month | 50 | 50 | 100 | 200 | 300 |
Bank/Credit Card AccountsBank/Credit Card Accounts Number of bank and/or credit card accounts | 2 | 2 | 3 | 4 | 5 |
Automated Expenses Automated Expenses Monthly payables and document management using Receipt Bank or Hubdoc | |||||
Google Drive Google Drive Google Drive storage for shared docs and accounting files | |||||
QuickBooks Subscription QuickBooks Online Subscription QBO subscription Included in your monthly subscription | |||||
Support and Inquiries Support and Inquiries Software support and limited bookkeeping/accounting inquiries included | |||||
Monthly Income Report Monthly Income Report Monthly P&L and month end reports | |||||
Month-End Adjustments Month-End Adjustments Full month-end processing to ensure accurate reporting | |||||
Close Month Close MonthNumber of bank transactions reconciled per month | N/A | ||||
Sales Tax Prep/Filing Sales Tax Preparation/Filing Yearly or quarterly sales tax preparation and filing | ADD-ON | ||||
Financial Statements Financial Statements Periodic Financial Statement Reviews | ADD-ON | ADD-ON | ADD-ON | ||
Cash Flow Cash Flow Subscription to cash flow management app with support | ADD-ON | ADD-ON | ADD-ON | ADD-ON | |
Cash Flow Reporting Cash Flow Reporting Additional cash flow reporting monthly and quarterly | ADD-ON | ADD-ON | ADD-ON | ADD-ON | |
Cash Flow App Cash Flow Management App Subscription to cash flow management app with support | ADD-ON | ADD-ON | ADD-ON | ADD-ON | |
Payroll Payroll Regular Payroll Services with Year End | ADD-ON | ADD-ON | ADD-ON | ADD-ON | ADD-ON |
Year End Report Year End Reporting In Depth Year End with a Notice to Reader? Including a Corp Tax Return | ADD-ON | ADD-ON | ADD-ON | ADD-ON | ADD-ON |
Income Tax Income Tax Income Tax Prep and Filing | ADD-ON | ADD-ON | ADD-ON | ADD-ON | ADD-ON |
Quarterly Review Quarterly Review Quarterly Financial Review and Strategy Discussion | ADD-ON | ADD-ON | ADD-ON | ADD-ON | ADD-ON |
Advisory Advisory In Depth Advisory and Reporting Services | N/A | N/A | ADD-ON | ADD-ON | ADD-ON |
GET A FREE NO-OBLIGATION REQUEST FOR QUOTE
Depending on the frequency and complexity of your financial transactions, we are able to align those requirements with a monthly package that fits your budget. We welcome the opportunity to discuss your options in a discovery meeting, where you will receive detailed pricing.
You can either reach us by phone: 1-888-634-4988 or email: info@srtaccounting.com.
Not interested in filling out forms. No problem. You can contact directly by email info@srtaccounting.com or by phone 1-888-634-4988