balance basic ($450 month +)

Perfect for Established Businesses

  • QBO Essentials & Dext Subscriptions
  • CRA authorized representation
  • GST filing (monthly/quarterly/annually)
  • Monthly reconciliation of bank and credit cards
  • Monthly reporting (profit & loss)
  • Quarterly review with client
  • Bi – Weekly processing/review of data
  • Bi – Weekly bank/credit card feed review
  • Does not include payroll (can be added for additional fee)

Creative Balance Rates (out of scope & extra work requested)

Bookkeeping (data entry & clean-up)  $75 / hr

Consulting (workflows, procedures, CRA audits) $100 / hr

Training (QBO, Dext etc) $100 / hr

Payroll Add-on $75 / month +


Terms & Conditions

The following terms and conditions apply to all services and engagements provided by Creative Balance Accounting Inc.

Cancellation or Change of Monthly Package

Cancellation can occur in the following ways:

  • All services can be cancelled by the client with 1-month notice, to be given in writing, prior to the beginning of a new month.
  • Monthly packages can be downgraded with 1-month notice, to be given in writing, prior to the beginning of a new month.
  • Monthly packages can be upgraded at any time with written notice
  • Creative Balance Accounting retains the right to cancel any, and all services immediately.

Applications and Data Ownership

Dext

  • Use of this program and software is provided during the length of engagement and will cease to be available upon cancellation of services.
  • Data with be available to download/export at any time prior to cancellation.
  • Dext will aim to retain one (1) copy of each Item that you have submitted for a period of ten (10) years following the relevant submission date. We take this step to assist you in complying with your recordkeeping obligations to local tax authorities.
  • This account can be transferred to you upon request.

QuickBooks Online

  • Client retains the right to request transfer of ownership upon cancellation of services.
  • All outstanding balances owing to Creative Balance Accounting must be paid in full before Master Admin rights and subscriptions are transferred.
  • Once transferred, client will be responsible to input new payment details for the file to be activated again.

Once file has been deactivated client will have read-only access to their data for one year. During this time data can be exported to excel.