Express Package
starting at
- Monthly reconciliations of less than 3 bank or credit card accounts
- Clear and accurate standard monthly financial reports for a business that generates less than $1M in annual revenue
- Posting monthly from less than 3 channels that don’t require the client or inventory detail on your financial reports
Basic Package
starting at
- Monthly reconciliations of a bank, credit card, and other accounts (up to 5 total accounts)
- Clear and accurate monthly financial reports
- Weekly accounts payable support (up to 20 bills per month)
- Quarterly advisory meetings
Core Package
starting at
- Monthly reconciliations of bank, credit card, and other accounts (up to 7 total accounts)
- Clear and accurate monthly financial reports
- Weekly accounts payable support (up to 40 bills per month)
- Monthly advisory meeting
- Posting monthly from sales channels (up to 3 channels)
Advanced Package
starting at
- Monthly reconciliations of bank, credit card, and other accounts (up to 7 total accounts)
- Clear and accurate monthly financial reports
- Weekly accounts payable support (up to 40 bills per month)
- Monthly advisory meeting
- Posting monthly from sales channels (up to 3 channels)
Add-Ons
Some of these plans allow for Add-Ons, but if you don’t see a plan that is right for you or you’re not sure which is best, click the button below and schedule a conversation with a member of our team.
Our Incorporation Services
starting at
- Hire our team of professional tax accountants so that your business is incorporated in the best jurisdiction, has an optimal share structure to minimize taxes, and gives you the liability protection you need.
- Including minute book, shares certificates and articles of incorporation.
Corporate & Business Tax
starting at
- Using our tax expertise, we make certain that your corporate tax returns are filed accurately and in accordance with all tax laws and regulations, as well as getting the maximum tax benefit.
- Including compilation engagements.
Quickbooks Online Package
We’ve created flexible price options to ensure our clients only pay for exactly what they need. These packages are based upon Cash Basis of Accounting, for accrual basis pricing please contact us.
Starter
up to 75 transactions/month
- Employees 1-2
- Bank & Credit Card Accounts 1
- Annual Income Statement
Bronze
Up to 125 Transactions
- Employees 1-4
- Bank & Credit Card Accounts 2
- Annual Income Statement
Silver
starting at
- Employees 1-6
- Bank & Credit Card Accounts 3
- Quarterly Income Statement
Gold
Up to 175 Transactions
- Employees 1-10
- Bank & Credit Card Accounts 4
- Quarterly Income Statement
Platinum
Up to 200 Transactions
- Employees 1-15
- Bank & Credit Card Accounts 5
- Monthly Income Statement
Titanium
>200 Transactions
- Employees 16-25
- Bank & Credit Card Accounts 6
- Monthly Income Statement
All Packages Include:
- Accounts Payable Data Entry
- Accounts Receivable Data Entry
- HST Filing
- Bank & Credit Card Reconciliation
- Payroll Processing & Remittances
- Telephone & Email Support
- Payroll Reconciliation
- WSIB
- Covid Subsidies
- T4, T5018, T5 slips
- ROE
- QuickBooks Online & Dext
- 1 Meeting with Tax Partner
- 1 Consult per year with a Senior Accountant
Add-Ons
Some of these plans allow for Add-Ons, but if you don’t see a plan that is right for you or you’re not sure which is best, click the button below and schedule a conversation with a member of our team.
- Fractional CFO: Cashflow Planning
- Submission of Sales & Use Tax
- Full-Service Controller Services
- Monthly Financial Review
- Quarterly Financial Reviews
- Submission of Sales & Use Tax
- Virtual CFO Coaching
- Monthly Business Reports
We work with the best brands
We work with the best brands
FAQ
Most frequent questions and answers
We have simplified our process. It is fast, easy, and supported by our expert team.
First Step:
The first step in getting set up with Avotax services is to pick a plan from the list above and complete the form on the next page. Then, you will be prompted to provide your billing information, then you’re signed up!
Next:
Once you’re signed up, a member of our onboarding team will reach out. They will work with you to gain read-only access to all of the systems you currently have integrated into your business. For example, this includes sales channels, bank e-statement portals, and anything else that would be relevant to your accounting.
Then:
A member of our implementation team will comb through your books to see if any cleanup is needed. They will also be creating processes for the services that you need. This lines out exactly how you want your bookkeeping completed. This helps our bookkeeping team ensure nothing gets missed.
Finally:
You’ll be introduced to your bookkeeper who will be your main point of contact, just like if you had this service completed in-house.
Every Avotax client receives a dedicated bookkeeper overseen by a Senior Accounting Manager.
Why we work in teams:
This helps us ensure consistency and quality even in the event of a sick day, or another unforeseen gap. You benefit from a dedicated go-to point of contact, a team that is familiar with YOU and your business, and the assurance that your accounting is in the hands of an industry-leading team of pros.
Most of our clients need a little bit of cleanup when they first join Reconciled. That’s why we plan for some cleanup time when you first signup – on average, about 5 hours of cleanup.
However, if your books have been neglected, it might take more time to get them accurate. If that is the case, we will communicate with you on the estimated time for recommended cleanup. It is billed at an hourly rate.
YES! We have had so many requests from our clients that we now offer tax services and tax advisory services.
Highly recommend! I’m sure, that this is the best accounting agency in the country. The team provides quality service. Their excellent tax strategies saved me thousands of dollars.
Thank you for your support, professionalism, attention to detail, knowledge, and friendly communication.
