Waterdown Bookkeeping and Accounting

Our Bookkeeping Packages

WATERDOWN BOOKKEEPING & ACCOUNTING WILL TAKE CARE OF ALL YOUR BOOKKEEPING NEEDS.

For all packages, we use QuickBooks Online, as its the industry leader in cloud-based bookkeeping and accounting along with other cloud based software..

Scroll down to view our different packages. For a side by side comparison of our packages you can view a chart to quickly compare all of our packages by clicking here.

Please click here to contact us with any questions and to inquire about our services. We would love to hear from you!

MONTHLY ESSENTIAL BOOKKEEPING

This package is suited for the client that would like to outsource their basic monthly bookkeeping duties to ensure that all the information is organized and ready when it’s time to file your business tax return. It also allows you to monitor your goal attainment and growth trends month-to-month!

BASIC BOOKKEEPING SERVICES:

Posting all business bank transactions
Supply of your paperless expense and receipt processing system
Completing the monthly bank reconciliations
Posting purchase invoices, expenses and cash transactions
Credit card transactions and reconciliations
Up to 1 hour a month in emails and phone calls that pertain to bookkeeping
Completing the Quarterly HST reconciliation
Completion of HST returns (e-filing)
Software not included at this level

Contact us to set up your service package today!

We have for the past year had our bookkeeping and accounting done by Margaret at Waterdown Bookkeeping and accounting making this change after many years with another. The service provided has been nothing short of overwhelming, instructional and with a most personal connection to our daily operations. It has been a most pleasant and rewarding experience working with Margaret over the past year. We look forward to working with her into the future. as we grow and she provides valuable insight, This year has proved to be a most awesome working relationship.

Bill Vanderhorst

Wimat Landform Construction

FULL ACCOUNTING PACKAGE

This package is suited for the client that is ready to move into the growth phase of their business lifecycle. In addition to the monthly bookkeeping services, FOCUSED FOR GROWTH clients receive their data with the added strategic perspective of measuring how a multiple business and function areas are helping or hindering their target growth. Quarterly consultations with us provide up-to-the-minute strategic planning opportunities to quickly modify limitation areas and fast track growth opportunities.

This package is perfect for clients that are ready to jump on their growth ladder and make the most of every opportunity!

FULL ACCOUNTI NG SERVICES:

Up to 3 bank reconciliations of bank and/or credit card accounts (2 page max per statement)
Summary balance sheet and income statement
Basic bookkeeping services with a low-level management of A/P and A/R
HST, WSIB, source deductions calculated and filed for you online - we can setup a debit order for payment
Annual analyses and reconciliations to ensure that you are not overpaying government bodies or WSIB
Unlimited email and telephone support
All backup paperwork for transactions for the month - (Dext used for you to upload-bills, invoices, payments received)

ADDITIONAL SERVICES THAT WILL INCREASE YOUR MONTHLY COST:

C ontact us to set up your service package today!

ADVANCED PACKAGE

This package is suited for the client that has reached that notable growth target and needs to focus on the big picture to begin blue printing the next growth stage with the assurance that the day-to-day financial operations are running smoothly and setting the solid groundwork for to sup port the next growth phase.

ADVANCED PACKAGE:

Bookkeeping services with management of A/P and A/R (collections if needed)
Bank reconciliations for all bank and credit card accounts up to 6 pages 3 account's max
Detailed balance sheet and income statement payroll 10 to 20 employees each additional employee will be $5.00 per run per employee
HST, WSIB, source deductions calculated and filed for you online - and payment through debit order
Monthly analyses to ensure that you are not overpaying government bodies or WSIB
Quarterly - one hour appointment via zoom
Unlimited emails and telephone support
Deal with CRA on your behalf along with Audits / reviews maximum 5 hours
Review financials and discuss growth, budgets, cash flows
All cash expenditures for the month entered by us into the template
All backup paperwork for transactions for the month - bills, invoices, payments received to be uploaded by you using Dext

SOFTWARE USED WILL BE:

Contact us to set up your service package today!

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