Wise Financial Services Inc.
Call: 250-743-5999
Toll Free: 1-855-565-8484
Payroll Preparation
Wise Financial Services Services
Monthly / Quarterly Bookkeeping
Periodic Government Reporting
Payroll Preparation Services include:
- Periodic payroll calculations; (we can print cheques , arrange direct deposit or provide you with pay statements., arrange direct deposit or provide you with pay statements.
- Source deductions and remittance reports
- Preparation of Records of Employment (require final date worked and reason for terminating)
- Preparation of T4s
At Wise Financial Services, we take care to provide our customers high quality services personalized for their unique needs.
We provide a variety of services including:
Monthly / Quarterly Bookkeeping including;
- Enter time costs and write invoices
- Entering all Sales and Expenses from source documents provided
- Reconciling all company bank statements
- Reconciling company credit card statements
- Monthly / Quarterly Profit & Loss Statements
Periodic Government Reporting including;
- HST / GST Reporting (monthly, quarterly, yearly)
- PD7A (monthly)
- WCB Reporting ( Quarterly, yearly)
- T5018 (Contractors only)
- PST (coming in 2013)
If you have any question concerning deliveries, pick-ups or prices, please don't hesitate to contact us. Our friendly customer service staff will help find the best solutions for you.
Year End
Financial Management Services
Financial Management Services including;
- Business Consulting and Training
- Certified Quickbooks Training
- Financial Business Analysis
- Cash Flow Review
- Tax Planning
- Incorporation Assistance
Year End Reporting including;
- Preparation of Year End Financial Statements
- Assistance in determining Owner/Manager/Shareholder compensation
- Preparation and E-filing of Corporate Tax returns
- Preparation and E-Filing of Personal Tax returns
Other Tax Services
Other Tax services including;
- T1 Adjustments
- Date of Death Returns
- T3 Trust Returns
- Audit Assistance
- Taxes: $70 for an e-filed basic personal tax return. Other charges may apply depending on time and difficulty of return. Bookkeeping for tax purposes billed separately.
- Year End: Rates vary with complication of the situation. Call our helpful staff for an appointment.
- Payroll/Bookkeeping/Government Reporting: $60 - $70 per hour
- Financial Management Services with Senior Accountant: $100 per hour
- Quickbooks training with Senior Bookkeeping staff available at lower rate.
- Other Tax Services: Rate vary with the complication of the situation. Call our helpful staff for an appointment.
Interested in equal billing? We will find a way to fit into your budget and accounting needs!
First consultation is always FREE!
Rates & Billing
Electronic Document Retention
Benefits:
- Get rid of those dusty accounting and tax documents cluttering your office and basement.
- Increase productivity - dozens of hours wasted looking for paper files.
- Reduce storage costs - use your real estate for more productive activities.
- Better security - disaster recovery.
We Will:
- Scan all your documents to PDF* format.
- Store them on our secure server.
- Do an encrypted offsite back up every day.
- Either e-mail you the complete set, or
- Provide you with a USB stick with your data set.
- Then we'll shred the paper.
This service is available only to our bookkeeping and accounting clients.
Pay just the clerical fees to scan and shred. Ongoing storage fee, back up and providing you with an electronic copy included in your regular service fee.
*PDF (Portable Document Format) is the universal standard for document storage. It is a stable format that anyone with a computer can access with a free download from Adobe.
