Service Packages

Customized accounting solutions for your business

Don’t let managing your financial accounts become an F word!

Financial matters always seem intimidating. That’s why we’ve created easy-to-understand service plans that allow you to customize how much or how little help your need from us here at Agility.

Every service plan sets you up with a dedicated bookkeeping team that will ensure your books areaccurate and up-to-date. You dedicated team will also act as your financial advocates whenever you need them.

Ready to get started? It’s easy!

Pick the bookkeeping and accounting package that works for you. The first step is picking your accounting and bookkeeping package. Don’t worry if you’re not sure which one you should choose – we offer no contract, month-to-month plans so you can change things as you need more or less help. Every plan includes FREE accounting software licenses.

BRONZE

$ 599 and up
  • Monthly Bookkeeping
  • Bank Reconciliations & Quarter End Closed
  • GST/HST Filing and Returns
  • QuickBooks Online Subscription
  • Annual Review of Financial Results
  • Income Tax (Corporate, Sole proprietorship)
monthly

SILVER

$ 999 and up
  • Everything in Bronze Package +
  • Quarterly & Annual Review of Financial Results
  • Review AP, AR, Payroll, Expense Tracking
  • Ongoing Monthly High Level Virtual Meeting
  • Cash Flow Management
  • Planning To ↑Revenue, ↑Gross Profit ,↑Net Profit ,↑Net Worth
  • Ongoing Questions Throughout The Year
monthly

GOLD

$ 1599 and up
  • Everything in Silver Package +
  • Monthly, Quarterly & Annual Review of Financial Results
  • Planning To ↑Revenue, ↑Gross Profit ,↑Net Profit ,↑Net Worth
  • 12-Month Forecasting
  • Business Tax Planning
  • Quarterly 1on1 Review Tax Position
  • Business & Individual (For Owner Manager) Tax Preparation
MONTHLY

Need more services?

No problem. At any time you can add services as you need them – at Agility, we’re here to grow with you

You may add the following services to your package anytime:

Are you a bit behind on your recording keeping? Don’t worry – we’ll help clean up the mess. In
fact, you’re not alone – over half our clients were behind in their record keeping when they came
to us. Contact us and we’ll make sense of your shoeboxes fill of receipts – we’ve seen worse.

Processing payroll may very well be the most unpopular task in many organizations – it’s time
consuming and requires a great deal of expertise to avoid costly errors and penalties. Let our
team do it for you! Best of all, you don’t have to change your existing payroll software. Imagine
what you can accomplish when you let Agility take care of the time consuming, and never ending,
payroll processing function.

Do you have employees with reimbursable expenses that are giving you a handful of receipts at
the end of the month with no context? We can implement and manage a more efficient process
where reimbursing expenses is much easier for you and your employees.

All businesses need cash to operate and when you’re not getting paid in a timely fashion, it slows
your potential growth. We can handle it all for you. We will create a more streamlined revenue
process to ensure that you get paid faster.

Do you have clients that are slow to pay? They are definitely not working with us. Calling
delinquent accounts is a painful process – let us take it on for you. We have successfully
implemented collections cycles that have helped our clients get paid much more quickly.

Put your bill payment process on autopilot! We have helped dozens of clients by taking charge of
the bill payment process without them losing control of their cash. Never worry about late charges
again!

Still have questions?

That’s OK – we know every business and their financial service needs are unique. Do you need a service plan that is very specific to your business? Get in touch with us and we’ll be happy to learn more about your business and develop a plan of action specifically tailored to your business needs.

Now that you know about us – we want to hear about you and your financial service needs. If you have further questions, or would like to book your CONSULTATION, please click the button below.

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