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.

Gold Service Benefits include

• 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.

 

 

Bronze Service Level Standard – “A la Carte” – Pay as you go…

• 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.

Tax Returns are Billed at the following Flat Rates

• $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.

 

 Notice

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