AZS CPA - QuickBooks Online Services T-2

Tier 2 Client Pricing (2,000 – 3,000 transactions per year, 2-5 employees)
Service Category[i]Option 1
Basic Bookkeeping & Compliance		Option 2
Enhanced Bookkeeping & Reporting		Option 3
Full-Service Bookkeeping
Bank & Credit Card TransactionsMix of batch and individual entriesMajority of bank and credit card transactions recorded individually in QBOMajority of bank and credit card transactions recorded individually in QBO
Bank/Credit Card Reconciliations—Monthly reconciliationsMonthly reconciliations
Accounts ReceivableBatch entries (no invoice tracking)Customer invoices tracked & recorded individuallyCustomer invoices tracked & recorded individually
AR Reporting—Monthly AR report by customerMonthly AR report by customer
Accounts PayableBatch entries (no invoice tracking)Supplier/Cost of Goods invoices mainly tracked individually based on vendorSupplier/Cost of Goods invoices mainly tracked individually based on vendor
AP Reporting—Monthly AP report by vendorMonthly AP report by vendor
Payroll (Annual)T4 summary + up to 5 T4sT4 summary + up to 5 T4sT4 summary + up to 5 T4s
T5 Filing (Annual)T5 summary + up to 3 T5sT5 summary + up to 3 T5sT5 summary + up to 3 T5s
GST/HST FilingQuarterly filingsQuarterly filingsQuarterly filings
Year-EndAdjusting entries & financial statementsAdjusting entries & financial statementsAdjusting entries & financial statements
Corporate Tax Return (T2)IncludedIncludedIncluded
Invoice Management——Scanning & uploading of majority of invoices provided by client to QBO
Fee Estimate$620 to $720 per month plus HST (based on volume of transactions)

One-time QBO set-up fees of $1,000		$820 to $920 per month plus HST (based on volume of transactions)

One-time QBO set-up fees of $1,000		$1,050 to $1,250 per month plus HST (based on volume of transactions & invoices)

One-time QBO set-up fees of $1,000
Other services offered/feesWebsite
[i] Based on complete information being provided by client in a timely manner.