Our packages are designed specifically for small businesses.
You want a set of services that relieves your stress and sets you up for success. That's exactly what we offer.
Our packagesOur packages
We want to help you understand:
What key financial functions and duties every small business needs to think about.
How much you should budget on these functions during different phases of your business.
How our packages address these needs while keeping you within your budget.
Owning and running a business is hard, but with the right guidance, your business can start working for you.
Many business owners balk at investing in their financial functions due to the costs, but experienced business owners will all tell you: it is one of the most important aspects of your business and you should not cut corners or try to find the cheapest solution.
Our budget guideline is to keep you within 3% of your annual revenue. This tends to be the right balance of investment to keep profits strong while ensuring dependable service.
Every business, no matter their size needs key financial functions handled.
Hiring for each of these positions is not feasible for most small businesses, and trying to find a unicorn to do all these roles is practically impossible, so we offer a blended team to get the benefit of these experts at a fraction of the cost.
We offer a workplace we are proud of, so you can feel good about that as well.
Bookkeeping is the backbone of your financial systems.
Our monthly bookkeeping services ensure that you get timely, accurate reporting and have clarity on your performance.
If you want to do the bookkeeping yourself or have your own bookkeeper, but still want some oversight and support on best practices, we can pair you up with a bookkeeper on our team.
Paying your people accurately and on-time is absolutely critical for your business. Payroll can get complex in a hurry with benefits, vacation, onboarding and offboarding of employees and year-end filings.
We can either support you by setting up your systems, completing your filings and handling onboarding and offboarding of employees or we can run your payroll for you as well.
While a bookkeeper handles the day-to-day transactions, accountants will take a wider view and help make your financials more comparable and understandable.
Having an accounting team means more to us than filing tax returns once per year. When you hire Avalon, you are getting access to a team to answer questions, work through issues and be a sounding board for new ideas.
Yes, we still get your tax filings done each year, but we also check in throughout the year so there are no surprises. You'll love that we don't speak jargon at you - we really want you to understand your numbers!
While bookkeepers will record transactions and accountants will turn those transactions into understandable reports, you still need to integrate your finances into your operations.
Depending on your industry, this may mean invoicing clients, ordering stock and paying bills, monitoring inventory or transferring money from one bank account to another.
Avalon can help you build the systems required to make sure these activities are happening efficiently, but these would usually be handled by an internal resource that you can directly manage.
Every business needs a financial strategic thinker. Whether it's budgeting, forecasting, raising capital or determining the right pricing, a CFO can help you be more profitable and mitigate the risks of growth.
For most small businesses, this responsibility will fall on to the owner. At Avalon, we can help guide you on financial strategy and have worked with many CFOs that specifically help small businesses.
Onboarding Services
Onboarding
Welcome! We will roll out the red carpet for you and show you what being an Avalon client is all about. This is our chance to show you you've made the right choice. We could go on, but don't want to spoil the fun.
Systems Set-up
We'll set up your Xero and Dext accounts and get them doing their happy dance. We'll make sure you have the best chart of accounts for your business and much more.
Bookkeeping Training
Welcome to the Avalon Academy! You'll get access to our course and one-on-one training with one of our awesome team members. These are recorded and are specific to you and your business, so you can always go back to them.
Catch-up Bookkeeping
We'll do everything required to get you back up to date. Billed hourly
Catch-up Accounting
& Tax
We'll do everything required to get you back up to date. Billed hourly
Conversion Services
So you originally chose Wave, QBO or *gasp* Sage50? No worries, we can bring you safely over to Xero and even clean up the data while we do it. Bye-bye suspense account!
Payroll set-up
Whether you are hiring your first employee or moving 10 over from another system, we can handled the details here and still make sure everyone is paid on time.
Ongoing Services
Bookkeeping Support
Not only will we be here for bookkeeping questions, because we have access to your systems we'll be able to help you fix them quickly. We'll also check in on you, give you some tips and give you a nudge if you are falling behind.
Monthly Bookkeeping
Now we're talking! Come to the warm embrace of dialled-in bookkeeping systems. We'll reconcile your transactions each month and deliver your report. We're also savage task masters, so you'll know if we are waiting on anything from you.
Monthly Reports
To get more accurate and comparable data, we can deliver accrual-basis reports each month. Not sure what that means? Happy to chat about it!
Sales Tax Filings
Business tax and financials statements, yes, but we'll be your accountant throughout the year, so we are here to answer your questions. We'll also reach out to your quarterly with a tax and operations update.
Accounting Services
Business tax and financials statements, yes, but we'll be your accountant throughout the year, so we are here to answer your questions. We'll also reach out to your quarterly with a tax and operations update.
Xero/Dext Subscriptions
These apps are the backbone of our accounting system and the subscription costs are included in your fees.
Monthly Accrual Reports
To get more accurate and comparable data, we can deliver accrual-basis reports each month. Not sure what that means? Happy to chat about it!
Payroll
We can either support you running your own payroll or run it for you.
Personal taxes
As a business client, we can handle your personal taxes for the full client experience.
Recommended
Annual Revenue
Range
These are guidelines. In general, we want you to budget between 1.5 and 3% of your revenue for your financial systems and reporting. If you are growing fast, you might go a bit higher than this for a while.
Ongoing Services
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Best for
Those starting out that aren't sure quite what they need yet or those with a solid bookkeeping, payroll and operations set-up and just need help with their accounting.
Add-on
Ongoing Services
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Best for
Those that have their own bookkeeper, but don't have the capacity or knowledge to oversee them. Also those business owners that want to learn and do their own bookkeeping, but still want some support and accountability.
Add-on
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Ongoing Services
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Most Popular
Best for
Those that are ready to hire their accounting department. This is where we really shine!
Add-on
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Ongoing Services
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Best for
Those that want more comparable reports each month to evaluate their performance.
Billed Hourly
Onboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Ongoing Services
Bookkeeping Support
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Monthly Bookkeeping
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Monthly Reports
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Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
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Monthly Accrual Reports
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Payroll
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Personal taxes
Annual Revenue Range:
Best for:
Those starting out that aren't sure quite what they need yet or those with a solid bookkeeping, payroll and operations set-up and just need help with their accounting.
Onboarding Services
Onboarding
-
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add on
Ongoing Services
Bookkeeping Support
Monthly Bookkeeping
-
Monthly Reports
-
Sales Tax Filings
Add on
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
-
Payroll
Add on
Personal taxes
Add on
Annual Revenue Range:
Best for:
Those that have their own bookkeeper, but don't have the capacity or knowledge to oversee them. Also those business owners that want to learn and do their own bookkeeping, but still want some support and accountability.
Hire usOnboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add-on
Ongoing Services
Bookkeeping Support
-
Monthly Bookkeeping
Monthly Reports
Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
-
Payroll
Add-on
Personal taxes
Add-on
Annual Revenue Range:
Best for:
Those that are ready to hire their accounting department. This is where we start to really shine!
Hire usOnboarding Services
Onboarding
Systems Set-up
Bookkeeping Training
Catch-up Bookkeeping
Catch-up Accounting & Tax
Conversion Services
Payroll set-up
Add on
Ongoing Services
Bookkeeping Support
-
Monthly Bookkeeping
Monthly Reports
Sales Tax Filings
Accounting Services
Xero/Dext Subscriptions
Monthly Accrual Reports
Payroll
Add on
Personal taxes
Add on
Annual Revenue Range:
Check out the other ways we help you build your business
DIY bookkeeping course
Bookkeeping and Taxes for Sole Proprietors
File Your Own Corporate Tax Returns Course
Join Our Community of Canadian Owner-managed Businesses
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