We believe that accounting is about much more than the numbers, and that to grow local businesses and economies, we must support and encourage culture and community.
Sign up for our White Papers and master your accountancy needs
Customized Service Packages
Pinnacle PAC offers customized service packages – each with it’s own Fixed Price Agreement (learn more about Fixed Pricing here FPAs). We will work with you to design the perfect custom package for you and your business. We have prepared a high-level overview of some sample service packages – just to give you an idea about what we can offer, and what fee level may be associated with a particular level of service.
- Preparation of annual financial statements
- Preparation of annual T2 corporation income tax return and supporting schedules
- Calculation of routine installment budgets
- Arrangement of preparation of annual T1 personal income tax returns and supporting schedules
Fees for our Standard package start at $3,000.
All of the above, plus:
- Guaranteed file turnaround time of 4 weeks or less
- Response to standard queries from CRA
- Assistance with preparation and filing of T5 information slips and summaries
- Review of annual overall tax situation and advice thereon
- Provision of sundry consultation and advice as required throughout the year
- Consultation and advice on critical business decisions
- Consultation with bookkeeper and/or financial manager
Fees for our Enhanced package start at $4,000.
All of the above, plus:
- Guaranteed file turnaround of 3 weeks or less
- Accounting systems review and recommendations
- Assistance with preparation of annual budgets
- Preparation of financial modeling and projections
- Preparation of quarterly projected Balance Sheets, Income and Cash Flow statements
- Consultation quarterly to review financial reports prepared by your bookkeeper and discussion on business matters as they arise
- Preparation of a summary Fair Market Value balance sheet
- Assessment of corporate share structure and recommendations thereon
- Response to queries from your bank
- Consultation on business matters in general including Human Resources, Marketing and Operations
- Invitation to special PPAC training and social events
Fees for our Premium package start at $6,000.
If you feel that Pinnacle PAC is a fit for you, get started today. Fill out our short Introductory Questionnaire and we’ll get in touch with you to schedule an appointment.