Our Financial Packages
Discover how our innovative solutions can streamline your operations and drive your business towards unprecedented success.
Expertise You Can Trust
Tailored Financial Solutions for Every Stage of Your Business Journey!
At Peace of Mind Business Solutions, we understand that every business is unique, and so are its financial needs. That’s why we offer tailored packages designed to fit any situation, whether you’re just getting started or looking to expand your business.
Our Balanced package is perfect for those who need to stay compliant with essential bookkeeping and reporting. For those looking to be more proactive in growing their business, our Balanced Plus package includes additional tools and support to help you reach your goals. And for businesses ready to take their growth to the next level, our Balanced Plus Managed package offers comprehensive support, including detailed cash flow projections, regular coaching sessions, and full management of third-party app integrations.
With Peace of Mind Business Solutions, you can choose the level of service that best suits your needs, ensuring you have the peace of mind to focus on what you do best—running your business.
Expertise You Can Trust
Tailored Financial Solutions for Every Stage of Your Business Journey!
At Peace of Mind Business Solutions, we understand that every business is unique, and so are its financial needs. That’s why we offer tailored packages designed to fit any situation, whether you’re just getting started or looking to expand your business.
Our Balanced package is perfect for those who need to stay compliant with essential bookkeeping and reporting. For those looking to be more proactive in growing their business, our Balanced Plus package includes additional tools and support to help you reach your goals. And for businesses ready to take their growth to the next level, our Balanced Plus Managed package offers comprehensive support, including detailed cash flow projections, regular coaching sessions, and full management of third-party app integrations.
With Peace of Mind Business Solutions, you can choose the level of service that best suits your needs, ensuring you have the peace of mind to focus on what you do best—running your business.
Flexible pricing
Flexible Package Plans
Whether you're an individual, a small team, or a growing enterprise, we have a plan that aligns perfectly with your goals.
| Features | Balanced Plus ManagedFor businesses serious about growth and seeking more peace of mind | Balanced PlusFor those looking to stay compliant and want tools to grow their business proactively | BalancedPerfect for those just getting started or simply looking for compliance |
|---|---|---|---|
| Compliance | |||
| Bookkeeping | ✔️ | ✔️ | ✔️ |
| Payroll | 50% Discount | Add On️ | - |
| HST, WSIB, Source Deductions, EHT Filings | ✔️ | ✔️ | ✔️ |
| App Training - Setup | ✔️ | ✔️ | ✔️ |
| Apps | |||
| QBO | ✔️ | ✔️ | ✔️ |
| DEXT | ✔️ | ✔️ | ✔️ |
| Keeper | ✔️ | ✔️ | ✔️ |
| Reporting | |||
| Financial Health Check-up Reports | Monthly | Quarterly | Annual |
| Profit/Loss | Monthly | Quarterly | Annual |
| Balance Sheet | Monthly | Quarterly | Annual |
| Ad Hoc Reporting | To be estimated | To be estimated | - |
| Management | |||
| Budget Setup & Projections: Budget to Actuals | Annual setup, Monthly reporting | Annual setup, Quarterly reporting | - |
| Cash Flow Projections Review | Quarterly | - | - |
| Coaching Sessions | 1 Hr Monthly | 1 hr Quarterly | - |
| Level of Support | |||
| Bank & Credit Card Statements | Client Preference – Read-Only Bank Card for POM or Client Provides | Client Preference – Read-Only Bank Card for POM or Client Provides | Provided by client |
| Receipts Imported using DEXT | Provided by POM | Provided by POM | Provided by client |
| 3rd Party App Management | POM Manage unlimited app integrations | POM Manage 2 client app integrations | Managed by client |
| File/Pay Taxes | POM | POM | Client file/pay through bank |
| Representative with CRA | ✔️ | ✔️ | - |
| Representative with CRA if Audited | Included | Subject To Hourly Fees | - |
| Customizable Add-ons | Unlimited – Priced Separately | Limited – Priced Separately | - |
| Balanced Plus ManagedFor businesses serious about growth and seeking more peace of mind | |
|---|---|
| Compliance | |
| Bookkeeping | ✔️ |
| Payroll | 50% Discount |
| HST WSIB Source Deductions EHT Filings | ✔️ |
| App Training - Setup | ✔️ |
| Apps | |
| QBO | ✔️ |
| DEXT | ✔️ |
| Keeper | ✔️ |
| Reporting | |
| Financial Health Check-up Reports | Monthly |
| Profit/Loss | Monthly |
| Balance Sheet | Monthly |
| Ad Hoc Reporting | To be estimated |
| Management | |
| Budget Setup & Projections: Budget to Actuals | Annual setup, Monthly reporting |
| Cash Flow Projections Review | Quarterly |
| Coaching Sessions | 1 Hr Monthly |
| Level of Support | |
| Bank & Credit Card Statements | Client Preference – Read-Only Bank Card for POM or Client Provides |
| Receipts Imported using DEXT | Provided by POM |
| 3rd Party App Management | POM Manage unlimited app integrations |
| File/Pay Taxes | POM |
| Representative with CRA | Included️ |
| Representative with CRA if Audited | ✔️ |
| Customizable Add-ons | Unlimited – Priced Separately |
| Balanced PlusPerfect for those looking to stay compliant and want some tools to proactively grow their business | |
|---|---|
| Compliance | |
| Bookkeeping | ✔️ |
| Payroll | Add On |
| HST, WSIB, Source Deductions, EHT Filings | ✔️ |
| App Training - Setup | ✔️ |
| Reporting | |
| Financial Health Check-up Reports | Quarterly |
| Profit/Loss | Quarterly |
| Balance Sheet | Quarterly |
| Ad Hoc Reporting | To be estimated |
| Management | |
| Budget Setup & Projections: Budget to Actuals | Annual setup, Quarterly reporting |
| Cash Flow Projections Review | - |
| Coaching Sessions | 1 hr Quarterly |
| Level of Support | |
| Bank & Credit Card Statements | Client Preference – Read-Only Bank Card for POM or Client Provides |
| Receipts Imported using DEXT | Provided by POM |
| 3rd Party App Management | POM Manage 2 client app integrations |
| File/Pay Taxes | POM |
| Representative with CRA | ✔️ |
| Representative with CRA if Audited | Subject To Hourly Fees |
| Customizable Add-ons | Limited – Priced Separately |
| BalancedPerfect for those just getting started or simply looking for compliance | |
|---|---|
| Compliance | |
| Bookkeeping | ✔️ |
| Payroll | - |
| HST WSIB Source Deductions EHT Filings | ✔️ |
| App Training - Setup | ✔️ |
| Apps | |
| QBO | ✔️ |
| DEXT | ✔️ |
| Keeper | ✔️ |
| Reporting | |
| Financial Health Check-up Reports | Annual |
| Management | |
| Budget Setup & Projections: Budget to Actuals | - |
| Cash Flow Projections Review | - |
| Coaching Sessions | - |
| Level of Support | |
| Bank & Credit Card Statements | Provided by client |
| Receipts Imported using DEXT | Provided by client |
| 3rd Party App Management | Managed by client |
| File/Pay Taxes | Client file/pay through bank |
| Representative with CRA | - |
| Customizable Add-ons | - |
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Take Your Business a step Closer towards financial freedom
At Peace of Mind Business Solutions, we are committed to helping your business thrive by providing the accounting support you need. Our team of experts is here to ensure that your financial operations run smoothly, giving you the peace of mind to focus on what you do best – growing your business. Contact us today to learn more about how our accounting services can benefit your small business.