Bookkeeping Services

Services

Spears Bookkeeping & Financial Consulting INC provides a FULL bookkeeping Service

Services for the Business Owner 

  • Business planning and initial Set up
  • Training to use Quick Books Software
  • Monthly bookkeeping and reporting
    • Presentations at the Board Meetings
  • G.S.T. tax returns
  • Annual Corporate – T2 Tax returns
  • Representation to the C.R.A. by phone and forms.
  • Preparation and Presentation to the C.R.A. auditor
    • Note that the Presentation to the Auditor is a high skill service that will incur an additional service fee.

Services for individuals

  • Consultation on tax planning
  • Consultation on starting a business 
  • Personal T1 – Tax return preparation
  • Budget Set up counseling
  • Personal budget management
  • Representation with the C.R.A.

Representation with the Canada Revenue Agency

First step

  • To represent an individual to the C.R.A.
    • Please sign the T183 form
  • To represent a company to the C.R.A.
    • Please sign the T1013 form

Second step

  • S.B.F.C. will be authorized to phone the C.R.A. and to ask questions for you.
  • We will then resolve your requests and respond to you as to how it is resolved.
    • Note that Phone calls to the C.R.A. and the related tasks are billable time.

 

 

Just click on the title to Read the linked pages for

Tax return services 

Training and Coaching

Bookkeeping Service Packages

Policy

Billing

  • If the previous monthly invoice is not paid, then the future tasks will be on hold until the invoice is paid.
  • If an invoice remains unpaid for 30 days then a 2% penalty will be added to the following months invoice, this will be repeated each month until it is paid
  • Travel time for the bookkeeper is NOT billable hours,
    • a working appointment at your office is a minimum of 3 billable hours.
  • Regarding the T1 Tax return “At your home” service:
    • “At your home tax return preparation service” is offered during Feb, March and April.
    • A $25 charge is added to the Tax Return Service for the home tax return preparation service.
    • This extra charge is waived for our Neighbors in Midnapore, Sundance and Chaparral.
  • Individual E-mail or phone call inquiries are NOT billable hours. However extra tasks requested from these may result in billable hours.
  • When the bookkeeper arrives at an appointment for bookkeeping services, the billing time will begin at the schedule appointment time. 
    • If the client has not arrived for the appointment, the client will still be billed for the time if the bookkeeper is waiting at the client’s office.

 

 

 

 

Just click on the title to Read the linked pages for

Tax return services 

Training and Coaching

Bookkeeping Service Packages