Bronze

  • BOOKKEEPING:
  • Accounts Payable Processing and Payment
  • Accounts Receivable Processes
  • Bank Reconciliation (An)
  • Sales Tax Reporting (HST, GST, PST)

  • ACCOUNTING AND TAX:
  • Reconciliations (An)
  • Financial Close Process (An)
  • Financial Reporting (An)
  • Year End Compilation
  • Corporate Tax Preparation
  • Budget and Monitoring (An)

  • CONSULTING:
  • Dedicated Virtual CFO (An)
  • Leadership Development and Executive Coaching (An)
  • Key Decision Support (Ad Hoc)

Silver

  • EVERYTHING IN BRONZE PLUS:

  • BOOKKEEPING:
  • Bank Reconciliation (Q)
  • Cash Flow Management (Wk)
  • Payroll Services

  • ACCOUNTING AND TAX:
  • Reconciliations (Q)
  • Financial Close Process (Q)
  • Financial Reporting (Q)
  • Performance Reporting (Q)
  • Budget and Monitoring (Q)
  • Cash Flow Projections (An)

  • CONSULTING:
  • Dedicated Virtual CFO (Q)
  • Leadership Development and Executive Coaching (Q)

Gold

  • EVERYTHING IN SILVER PLUS:

  • BOOKKEEPING:
  • Bank Reconciliation (M)

  • ACCOUNTING AND TAX:
  • Reconciliations (M)
  • Financial Close Process (M)
  • Financial Reporting (M)
  • Performance Reporting (M)
  • Budget and Monitoring (M)

  • CONSULTING:
  • Dedicated Virtual CFO (M)
  • Leadership Development and Executive Coaching (M)

(An) = Annually, (Q) = Quarterly, (M) = Monthly, (Wk) = Weekly, (Ad Hoc) = As Needed

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