Bookkeeping Please complete the following questions based on your company's bookkeeping needs. *About how many monthly business bank statements do you process? *About how many monthly credit card statements do you process? *How many bank/credit accounts do you need reconciled? Please Select... 1 2 - 4 5 - 7 8 - 10 *About how much annual revenue does your company generate? Please Select... 0 - 75K 75K - 250K 250K - 750K > 750K *Please select a Bookkeeping package you think would best suit your needs. ESSENTIAL For smaller businesses who are just looking to make sure the books are completed, and filings are up-to-date. Monthly reconciliation of bank and credit card accounts Recording of monthly revenue and expenses on a cash basis Monthly recording of HST balance to provide to owner Monthly generation of basic financial statement package Document upload through QuickBooks Online receipt capture BUSINESS For businesses who are looking for accurate, timely, and consistent monthly financial reporting. Includes everything from "Essential" package, plus: Accrual Accounting Monthly recording of vendor invoices and payments Monthly recording of sales invoices and payments Project or Department accounting Access to dedicated Keen Accounting Technicial Monthly reconciliation of balance sheet accounts Access to recommended tech stack HST filings Representation with CRA PREMIUM For businesses who want to grow to the next level and need a full-service accounting department to get there. Includes everything from "Business" package, plus: Recurring meetings with senior accountant Customized monthly financial reporting Provide us permissions to retrieve information from your other software platforms Input your budget into QuickBooks Online Workflow integrations for your financial processes Financial reviewed by a CPB ESSENTIAL For smaller businesses who are just looking to make sure the books are completed, and filings are up-to-date. Monthly reconciliation of bank and credit card accounts Recording of monthly revenue and expenses on a cash basis Monthly recording of HST balance to provide to owner Monthly generation of basic financial statement package Document upload through QuickBooks Online receipt capture Select this package BUSINESS For businesses who are looking for accurate, timely, and consistent monthly financial reporting. Includes everything from "Essential" package, plus: Accrual Accounting Monthly recording of vendor invoices and payments Monthly recording of sales invoices and payments Project or Department accounting Access to dedicated Keen Accounting Technicial Monthly reconciliation of balance sheet accounts Access to recommended tech stack HST filings Representation with CRA Select this package PREMIUM For businesses who want to grow to the next level and need a full-service accounting department to get there. Includes everything from "Business" package, plus: Recurring meetings with senior accountant Customized monthly financial reporting Provide us permissions to retrieve information from your other software platforms Input your budget into QuickBooks Online Workflow integrations for your financial processes Financial reviewed by a CPB Select this package Submit 🡳 🡱
