AFFORDABLE CLOUD ACCOUNTING SERVICES
WHY HIRE FULL-TIME STAFF?
Zenbooks provides proactive remote accounting services at a fraction of the cost of hiring a full-time controller.
Zenbooks vs full-time staff
NO REQUIREMENT FOR OFFICE SPACE
NO DESIRE FOR CAREER ADVANCEMENT
NO PAYING FOR EXPENSIVE TRAINING COURSES
NO GROUP BENEFITS NEEDED
NO YEAR-END BONUSES
NO Costly severence if our jokes suck
What A Strategy-Based Approach Means
ACCOUNTING SERVICE OFFERINGS
SOLUTIONS TO FIT YOUR NEEDS
REACTIVE
($500 – $1,500 / Month)
Reactive, basic compliance and traditional accounting services for businesses with under 5 employees.
PROACTIVE
($1,000 – $2,200 / Month)
Be proactive, get detailed forecasting, and more at a fraction of the cost of a full-time controller.
STRATEGIC
($500 and up / Week)
Partner with a remote team of accountants, bookkeepers and CFO to make strategic operational decisions.
Premium Virtual Accounting Firm
We’re not the least expensive and we’re not the most expensive.
The fact that we don’t have a fancy office, allows us to double down on ensuring a great experience for our client community. Our whole team is in Canada, and we treat our employees well, so that means we don’t have a high employee turnover.
REACTIVE
Basic compliance with monthly reporting. Always using the most modern technological tools. Only looks at historical information. Organizations typically upgrade to our Proactive service shortly after working with us.-
TYPICAL CLIENT SIZE: UNDER 5 EMPLOYEES
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ACCOUNTING DEPARTMENT: Controller + Bookkeeper
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4 WEEK ONBOARDING
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MONTH-END CLOSE
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INTERNAL FINANCIAL STATEMENTS
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1 MONTHLY MEETING
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NO NEED TO FORWARD US BANK STATEMENTS (HUBDOC)
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ALL RECEIPTS ARE ACHIEVED ELECTRONICALLY (RECEIPTBANK)
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UNLIMITED ONLINE SUPPORT
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ALL SOFTWARE COSTS INCLUDED
PROACTIVE
We keep you ahead of the curve at a fraction of the cost of a full-time controller/CFO. Cashflow projections, answers to ongoing operational decisions, accounts payable, receivable reconciliations, detailed forecasting and more!-
TYPICAL CLIENT SIZE: 5-10 EMPLOYEES
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ACCOUNTING DEPARTMENT: Controller + Bookkeeper
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6 WEEK ONBOARDING
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MONTH-END CLOSE
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INTERNAL FINANCIAL STATEMENTS
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UP TO 2 MONTHLY MEETINGS
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ALL RECEIPTS ARE ACHIEVED ELECTRONICALLY (RECEIPTBANK)
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NO NEED TO FORWARD US BANK STATEMENTS (HUBDOC)
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UNLIMITED ONLINE SUPPORT
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ALL SOFTWARE INCLUDED
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CASHFLOW PROJECTIONS
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ACCOUNTS PAYABLE
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DYNAMIC FORCASTING
STRATEGIC
Partner up with our remote team of Accountants, Bookkeepers and CFO who will work with you and your organization. Weekly proactive meetings with a project manager to help make strategic operational decisions, and prepare for upcoming deadlines.-
TYPICAL CLIENT SIZE: 10+ EMPLOYEES
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8 WEEK ONBOARDING
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ACCOUNTING DEPARTMENT: CFO + Controller + Bookkeeper
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STRATEGIC OPERATIONAL DECISIONS
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AVOID UPCOMING ISSUES
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MONTH-END CLOSE
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INTERNAL FINANCIAL STATEMENTS
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UP TO 6 MONTHLY MEETINGS
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ALL RECEIPTS ARE ACHIEVED ELECTRONICALLY (RECEIPTBANK)
-
NO NEED TO FORWARD US BANK STATEMENTS (HUBDOC)
-
UNLIMITED ONLINE SUPPORT
-
ALL SOFTWARE COSTS INCLUDED
-
CASHFLOW PROJECTIONS
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ACCOUNTS PAYABLE
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DYNAMIC FORCASTING
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COMPANY WIDE KPIs
Tax Packages
Corporate ($2,200 - $4,000)
- 1 hour video call per year
- Eligible vs non-eligible dividends
- Letters from CRA (What do I do?)
- We coordinate with your investment advisor
- Update lawyer on minute book
- Salary vs Dividend analysis
- Annual payroll remittance schedules
- T4/T5 year-end declarations
- Tax questions throughout the year
- Personal Tax Returns Included
Tax Planning
- Holding Corporations
- Investment corporations
- setting up Trusts
- Lifetime Capital Gain Exemption
- Section 85/86.1 rollover
- Income splitting
- TOSI interpretations
- Valuations for tax purposes
Payroll management
(Starts at $160/month for 1 employee)
- Bi-weekly payroll
- Out of province payroll
- WSIB
- EHT
- Vacation time and pay tracking
- Self-service portals
- Taxable benefits
FREQUENTLY ASKED QUESTIONS
Will your fees go up?
Our fees are completely dependent on level of services you need from us. If your business grows, if you want to chat with us more often or if you bury us in emails/questions, our fees will reflect that. We’re very flexible and want to keep our fees as fixed as possible to give you(and us) a consistent idea for cashflow management.
What kind of payment methods do you accept?
Most of our clients pay us by credit card(so you get your loyalty points too!). We sometimes accept direct deposit payment on a case-by-case basis.
How do you determine your pricing?
We have a very transparent pricing model that details the level of involvement and service requirements. You can build your own proposal here and see for yourself.
What if I need something extra just one time?
Of course, if a special situation comes up that is outside of the agreed upon scope, we can often help. We’ll make sure to give you a heads up with a quote on our time.
How long are most of your contracts?
We typically make our agreements for a full 12 months or to the next year-end date. It depends on the situation.
What if our business grows?
Great! That’s the goal! If your business needs grow and you need us to get more involved, we simply amend our agreement to reflect the new level of involvement we have.