Services
Partner with us as your outsourced Finance & Accounting team so you can consistently comply with regulatory requirements and that you can have relevant financial information available for data-driven decisions. Choose from our retainer services below.
*Transition and set-up fee may apply depending on status of existing records
**Additional annual fee may apply depending on volume of transactions for audit and annual reporting requirements
Retainer Services
Basic
Ideal for:
Micro enterprises subject to percentage tax or 8% gross receipts tax who also want to have monthly insights about their numbers.
Inclusions:
-
Online Bookkeeping
-
Monthly Basic Financial Reporting
-
Monthly Tax Compliance
-
Monthly Payroll Services
-
Annual Financial Statements
-
Annual Regulatory Compliance (including information returns)
-
FREE Consultation on Accounting and Tax matters
Advance
Ideal for:
Small organizations with more than 5 employees, paying VAT and who need assistance in organizing revenue and/or expense transactions.
Inclusions:
-
Revenue (Receivables) and/or Expenses (Payables) Management
-
Online Bookkeeping
-
Monthly Basic Financial Reporting
-
Monthly Tax Compliance (including information returns)
-
Monthly Payroll Services
-
Annual Financial Statements
-
Annual Regulatory Compliance (including information returns and auditor coordination)
-
FREE Consultation on Accounting and Tax matters
Intermediate
Ideal for:
Micro to small enterprises with 5 or less employees, paying VAT.
Inclusions:
-
Online Bookkeeping
-
Monthly Basic Financial Reporting
-
Monthly Tax Compliance (including information returns)
-
Monthly Payroll Services
-
Annual Financial Statements
-
Annual Regulatory Compliance (including information returns and auditor coordination)
-
FREE Consultation on Accounting and Tax matters
Comprehensive
Ideal for:
Small to medium organizations who need a full suite of tax and accounting services.
Inclusions:
-
Revenue (Receivables) and Expenses (Payables) Management
-
Online Bookkeeping
-
Monthly Basic Financial Reporting
-
Monthly Tax Compliance (including information returns)
-
Monthly Payroll Services
-
Annual Financial Statements
-
Annual Regulatory Compliance (including information returns and auditor coordination)
-
Management Reporting and Analyses
-
FREE Consultation on Accounting and Tax matters
Project-based Services
Get rid of specific tax, accounting and business processes concerns with the help of our reliable team of accountants. Get assistance like Tax Services, Financial Statements Audit, Financial Management Systems set-up/improvement, and others.