Bookkeeping Service Packages – Spears Bookkeeping & Financial Consulting INC.

Gold Service Level Standard

Monthly Bookkeeping Services completed and reports printed or E-mailed.
GST returns processed and E-filed.
Annual business tax returns completed, printed and E-filed.
Consulting for monthly reports, budgets and tax return preparation.
* The Gold service charge is a flat rate monthly billing calculated as an average of hourly work for the 12 month period charged at $60 per hour plus the annual tax returns included in the monthly billing.
- *This is available after a three month evaluation period in the Bronze Level.
- * All bills for previous work must be paid and a service agreement signed for this service level to take effect.

Priority scheduling
Consistent “level” automatic monthly billing
Consultation of monthly reports and budgeting review session FREE.
one Personal tax return preparation included Free in the annual payment plan as a free bonus.
“Joint Venture” advertising.
- FREE promotion on our website. We invite you to write a blog and we will add it to our website.
- Also inclusion in other advertising campaigns, as negotiated on a equal exchange basis.
- Offer one free mail out to our client base, using the “Send out cards” mail system, when it includes a coupon for special offer to our clients.
- Invitation to the C.I.B.N. business networking lunch – with a FREE lunch included.

Individual tasks as negotiated with the company and the client.
Tasks are to be scheduled and specified in the Client Agreement form.
Tasks completed when available, with priority given to Gold and Silver clients.
Individual tasks will be invoiced when completed, or multiple tasks will be accumulated into a monthly invoice and delivered on the last day of the month.
*Bookkeeping Services are Billed at a rate of $60 per hour for the monthly service – different rate then the annual billing plan. –
Training and Coaching services are billed at a rate of $60 per hour.
Invitation to the C.I.B.N. business networking lunch – The meeting Dues is $25. per meeting.

$60 for the GST return completion and mailing
$60 for the T1 – Personal Return and E-filing
$30 for the T1-T2125 Business Income Form
$30 for the T7776 Rental Business Form
$360 for the T2 Corporate Return and E-filing
** If Adjustments are needed to Tax return after it has been filed, there will be additional charges per form.

Work may be done in the clients office, however this will require a minimum of a three hour billing per appointment.