Ready to take the stress out of your financial management? Connect with us today and let our friendly experts guide you to smoother bookkeeping and tax solutions tailored just for you.
*All clients require a valid email address as we are a virtual based service*
Bookkeeping
Say goodbye to financial stress and hello to financial success. Your personal ally in mastering your finances and achieving your goals.
Bookkeeping services are provided on a Flat Rate basis for the first 12 months, then businesses will be re-evaluated on whether or not that rate is reasonable for the work being done. A new Flat Rate may be re-negotiated at that time.
Any businesses with over $150,000 in revenue will need to be evaluated for initial services.
Businesses looking to grow or have a steady flow of invoicing, will be setup with a monthly subscribed cloud software. Those who just need the bookkeeping done for tax services will be provided digital copies from our desktop software.
*Bookkeeping clients will receive copies of statements as well as a written summary highlighting changes or items of interest *
Rates:
Monthly Reconciliations: $350.00
Quarterly Reconciliations: $750.00
Semi-Annually: $1,500.00
Year-End Workup: $2,500.00
1 Bank Account Reconciliation
1 Credit Card Reconciliation
A/R & A/P Reconciliation
Balance Sheet Reconciliation
Income Statement
Statement of Retained Earnings
Services Included:
*Payroll services can only be provided to Monthly Clients*
Payroll can be provided for an additional $25.00 per employee per month.
This includes T4 filing and all remittances.
Personal Taxes
At Omineca Bookkeeping, we understand that personal taxes can be daunting. That's why our dedicated team is here to simplify the process for you. Our Personal Tax Services are designed to cater to the unique needs of each client, ensuring you get the maximum return possible while staying compliant with the latest Canadian tax laws.
We offer a comprehensive range of services, including:
Tax Preparation: We’ll handle all the paperwork, ensuring accuracy and maximizing your deductions.
Filing Assistance: We make sure your returns are filed on time, preventing any unnecessary penalties or interest charges.
Audit Support: Should you ever face an audit, we’re here to represent you and provide the necessary documentation.
Trust Omineca Bookkeeping to take the stress out of your personal tax situation. With our focus on friendliness and professionalism, you can relax knowing that your tax needs are in capable hands. Let us help you navigate through the complexities of personal taxes, so you can focus on what matters most to you!
Seniors(55+), Students, CAF & First Responders: $75.00 -Add a Spouse: $25.00
Individual: $100.00 -Add a Spouse: $50.00
Family: $300.00 -Designed for 2 adults and their teenagers/college students to have returns completed
Sole Proprietorship/Farm: $350.00 -GST Filing will be provided if required -No add on fees for spouses/dependents See our DIY Templates for an easy way to organize your business and save money.
Rental Add-on: $50.00 - You must provide amounts, please see DIY Templates
Medical Add-on: Free - Medical claims are free, however we will not be accepting stacks of receipts or prescriptions. Services such as Pharmacies, Chiropractors, Dentists, etc. will provide an annual print out of your services which also shows if any amounts were covered by insurance. Please provide those.
Rates:
Services Included:
These are designed for basic tax returns. You have your T4, an RRSP slip, maybe some union dues. Or you are providing financials for a business or rental.
We are not charging per slip, it isn’t an issue to have multiple pensions, T4s, T5s, etc. Non-filing children are not subject to an add-on fee. Info will need to be provided in order to file for benefits.
Rates are based on clients being up front and readily providing the information needed to complete their returns in a timely manner.
We operate remotely and primarily use email correspondence. Password protected documents are used for transmitting private information and secure options such as TaxFolder for clients to supply documentation.
All clients must fill out an intake form and have signed their authorization form and engagement package prior to any tax prep work taking place.
DIY Templates
These templates are provided for free to make it easier for clients to provide all the information they need in one easy document. You will need to use Excel to fill them out, these are not designed to be printed. We recommend saving them to your computer. You should save a Blank Template and then Save a Copy when you have filled it out, under your name and the tax year.
Save As > [File Location] > [Business Name] - FY 24
All clients must Contact Us to receive and provide an Intake Form.
Feel free to check out multiple documents to see which best suites your needs.
If you provide these for documents for your tax returns, please ensure that you keep your receipts should they ever be requested in the future.
