The first step in working with us is a consultation meeting in which we’ll discuss your business in depth and start to understand exactly what you’re looking for. Based on that discovery meeting, we’ll then propose a customized service offering tailored to meet your specific needs.
The Essential solutions package is for business owners who still want to do their own bookkeeping but are looking for foundational services to ensure their accounting records are accurate and up-to-date.
This is for business owners who want us as their de facto accounting department. This includes everything in the Essential service plan, as well as day-to-day bookkeeping tasks, and regular strategy/tax advice.
Businesses looking for the ultimate strategic advisor would benefit from our Elite plan. We take on a role similar to that of a CFO, providing monthly strategy meetings, forecasting and long-term planning.
In-depth year-end filings prepared to ensure accuracy and compliance with tax authorities.
Reporting to monitor business performance, help oversee progress and identify areas of improvement.
Includes payroll, bill pay, and invoice processing services.
(We also offer payroll, invoicing, and bill pay services)
| Essential | Premier | Elite | |
|---|---|---|---|
Accounting and Tax Services |
|
|
|
Strategy Meetings 2Regular meetings to discuss financial and other matters. |
Annually |
Quarterly |
Monthly |
Compilation Engagement and Corporate Tax ReturnIn-depth year-end filings prepared to ensure accuracy and compliance with tax authorities. |
|
|
|
GST/HST Sales Tax Return(s)Prepared monthly, quarterly, or annually, as required by tax authorities. |
|
|
|
Tax Planning 2General tax planning session provided during initial onboarding and revisited annually. |
|
|
|
Business Services 3 |
|
|
|
Monthly Financial ReportsReporting that provides an overview of how the business performed during the month. |
|
|
|
Monthly Bookkeeping ReviewReview of bookkeeping, along with entry of various accruals, including: depreciation, prepaid expenses, accrued liabilities, etc. |
|
|
|
Monthly BookkeepingMaintenance of bookkeeping, including entry of transactions for bank accounts and credit cards. |
|
|
|
Budget-to-Actual ReportingReporting to monitor actual business performance against budget to ensure that the business does not get off track. |
|
|
|
Cash Flow Monitor ReportingReporting to monitor cash as it flows through the business to ensure that staff and bills always get paid. |
|
|
|
Key Performance Indicator (KPI) ReportingReporting to monitor business performance, help oversee progress and identify areas of improvement. |
|
|
|
Forecast-to-Actual ReportingReporting to monitor business goals and measure the financial impact of potential business decisions. |
|
|
|
Additional Services(We also offer payroll, invoicing, and bill pay services) Includes payroll, bill pay, and invoice processing services. |
|
|
|
Nus alibus rerectur moluptatquia des si sunt mi, si offic te dolent, aperatempos nullabo rempos pore.
Sus, con eium et vel im aliquate quis ma quas maio que moditatum et hictend nullabo rempos pore.
We are a full-service boutique accounting firm that helps small businesses and professionals year-round. We use the latest technology and a team-based service approach to ensure our clients always have accurate financial information, in-depth reporting and strategic insights.
Our clients are not just a number or a file to us. We take the time to truly understand their business and goals to help create strategic plans that help them save taxes and grow.
We have tailored our offerings into three service packages that can be customized to what makes most sense for your needs.
If you are looking for just the basics, you may want to start with the Essential package. If you are looking to grow or elevate your business, you may benefit from the Premier or Elite packages.
We can always customize an offering to best suit your business. Book a discovery call with us to discuss your specific needs.
We have specialized knowledge in businesses in the Financial Services, Healthcare, and Professional Services industries, but we are happy to work with businesses across many different industries.
“Their diligent approach and personal care have saved me thousands of dollars in taxes over the years!”
"You simply won’t get this quality of service from a big firm.”
“I’ve been working with Matt for a while now and I recommend him as much as I can to my friends and family”
“Cassar CPA has saved me a lot of time, money, and headache!”
“We love Matt and his team! We use them for our NFP organization and they’re always fast, flexible, and knowledgeable”
“Fantastic and knowledgeable team with very forward thinking practices.”
"Matt and his team provide clients efficient and speedy turnaround on monthly accounting and year-end services, while at the same time acting as an advisor on various finance matters.”
Book a complimentary 30-minute strategy session to learn how we can help take your business to the next level.
