EFFORTLESS PLAN

 

The Effortless bookkeeping plan is just that – effortless.  It makes bookkeeping a breeze!  No more book-based headaches or being tormented by tedious tax questions.  


It’s like Tylenol for your business finances.  Ahhh, relief!

You pay your own bills, send your own invoices, and we’ll take care of the rest.  We get all your paperwork scanned, set up your systems, train you as much as you need, and then we’re off to the races!  Our goal is to make your personalized Money System as easy and time-saving as possible.

The standard Effortless plan is available to Canadian and US clients.  Some Plus add-ons are only available in Canada.

The Effortless plan includes:

Hubdoc Online Document Storage & Retrieval   Think of it as your online filing cabinet! It will your new best friend.

Xero Basic Package Software (Add for $10 multi-currency)

Monthly entering and reconciling of all income and expenses
Includes 1 bank account
Includes 1 credit card account (up to 40 line items per statement)

Monthly Income Statement/Profit Loss Report

Email & Phone Support as needed

Effortless plan Pricing 

$270 per month |  if prepaid annually

$285 per month |  prepaid monthly

There is a $500 one-time setup fee.

Personalize it with Plus!

Since each business is unique, you can personalize your Effortless plan to your liking with Plus add on services. This way, you get all your bookkeeping needs taken care of – without paying for stuff you don’t want!

Plus pricing is individually quoted since it depends on what we’ll do for you.   I’d love to chat about it! Set up a free 20-minute consultation and we’ll figure out what you need.

Plus pricing depends on: 

– The number of transactions per month
– Number of bank & credit card accounts
– Number of payment integrations (Stripe, Paypal etc) and the volume of transactions
– Number of employees (if any)
– How “done for you” or “DIY” you want the service to be

Effortless Plus add ons 
Available for Canadian & US businesses:

+ Clean up & back bookkeeping work
+ Payment integrations (Paypal, Stripe, etc)

Available for Canadian businesses:

+ Payroll Processing
+ Payroll Year End Processing T4s & Summary
+ Government Remits & E-filing (GST, HST, PST etc)
+ Personal Tax Preparation
+ Business Tax Prep T2125
+ Tax Planning Strategy

Well, what are you waiting for?  Stop drowning in paperwork and get on board!  

Back away from those receipts, my friend.  Take my hand.  Help is here.   Let’s talk!