Packages & Pricing

Core services for solo practices and small firms.

Includes:

• Monthly trust account and bank/credit card reconciliation for up to 3 accounts / 100 transactions

• Quickbooks Online Accounting Software

• Accounts Receivable & Payable Services

• PST & GST filing (Quarterly / Annual)

• Quarterly TAF Reports & Invoices

• Annual Law Society Trust Report preparation and assistance

• Quarterly & Annual Reporting (including support for your tax preparer at year-end)

• Email, text and phone support

Expanded support as your practice grows.

Includes:

• Monthly trust account and bank/credit card reconciliation for up to 6 accounts / 200 transactions

• Quickbooks Online Accounting Software

• Accounts Receivable & Payable Services

• PST & GST filing (Monthly / Quarterly / Annual)

• Quarterly TAF Reports and Invoices

• Annual Law Society Trust Report preparation and assistance

• Monthly, Quarterly & Annual Reporting (including support for your tax preparer at year-end)

• Email, text and phone support

Comprehensive solutions for established firms.

Includes:

• Monthly trust account and bank/credit card reconciliation for up to 10 accounts / 300 transactions

• Quickbooks Online Accounting Software

• Accounts Receivable & Payable Services

• PST & GST filings (Monthly / Quarterly / Annual)

• Quarterly TAF Reports and Invoices

• Annual Law Society Trust Report preparation and assistance

• Monthly, Quarterly & Annual Reporting (including support for your tax preparer at year-end)

• Email, text & phone support

Flexible add-ons for your practice.

Options:

• Online Payroll Service (NO setup fee): 

$90/month + $10/employee

(includes: employee portal, direct deposit, payroll remittances (monthly or quarterly), year-end T4s & Summary, ROE preparation and filing, and WorkSafeBC annual payroll reports)

• Law Society Compliance Audit preparation starting at $300/audit 

• Additional Bank Reconciliations (contact me to discuss)