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Young businessman

Get Started with K Liu Accounting

Smart Financial Solutions for Your Success. Build, Grow and Thrive!

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KEY BENEFIT

Value-added Professional Mentorship, Collaboration, Expertise, Consultation and Advisory in Business and Personal Financial & Process Management utilizing LEAN PRINCIPLES.

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Highly Skilled & Experienced Accounting and Tax Professionals, specializing in Small Business Management, Process Automation, Innovative Technology Integration (TechStack), eCommerce and Virtual/Remote Services Environments.

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Our goal is to help your business achieve and focus on continuous improvements in areas of:

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  • INCREASING PROFITS while DECREASING COSTS

  • IMPROVED EFFICIENCY across the organization

  • ENHANCED CUSTOMER SATISFACTION

  • DEVELOP and IMPLEMENT CHANGE MANAGEMENT STRATEGIES (adapting to the new competitive advantage)

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TIME FREEDOM that will provide YOU with MORE PRODUCTIVE OPPORTUNITIES to focus on your Business, Personal, and Family Goals to BUILD, GROW, and THRIVE

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Flexibility of REAL-TIME COMMUNICATION & REMOTE ACCESS to accounting professionals and financial data through:

  • CLOUD CAPABILITY

  • MOBILE ACCESSIBILITY

  • REAL-TIME ACCESS

Business Profile Information

Business Owner/shareholder Information

Financial Activity Coverage Period

SCOPE OF SERVICES

Service Frequency

Guaranteed Processing Time:                 Pricing

Weekly: 7 Business Days per week        $$$

Monthly: 14 Business Days per month   $

Quarterly: 4-6 Weeks                                $

Annual: 4-12 Weeks​​​​​​                                  $

​​​System & Applications​​​

Discounted QuickBooks Online Subscription & Management (payroll subscription excluded)

Always Included:

  • DEXT e-Document Submission & Management

  • QuickBooks Online Data Backup Protection 

  • Complete Remote and Mobile Access & Paperless Solutions

  • Timely Communication with Your Dedicated Accounting Team to Support Your Ongoing Business Needs - Next Business Day Response Guarantee

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​Bookkeeping & Accounting

 

Bookkeeping & Reconciliation Services

 

Business Owned Accounts​​​​​​

 

Business Transaction Volume for below Transaction Types

  • Customer Invoices & Refunds

  • Business Purchases & Refunds

  • Payroll Transactions

  • Account Transfers

  • Credit Card Payments

  • Cash & Owner related Deposits & Draws

  • Personal (Non-Business) Transactions using Business Accounts

Filing Services

Financial Reporting, Analysis & Data Management

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Financial Review, Analysis & Reporting​

Always Included:

  • Access & Archive of Historical Data and Source Document

  • Access to QuickBooks Online Financial Reports and Data

  • QuickBooks Online Reporting Function Training​

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Payroll Management

Advisory & Support

Always Included: Deadline Reminder Emails

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Year End

Tax Slips Processing (up to 5 slips of a single tax slip type)

Always Included: Year End Reconciliations, Adjustments & Financial Statements

​Tax Filing Services

Incorporated/Limited Business Return - T2
Unincorporated Real Estate Rental Return - T1
Unincorporated Proprietorship/Partnership Business Return - T1
Trust Return - T3
Partnership Information Returns - T5013

Miscellaneous Add-on Services

Administrative Service Add-Ons:

Hardcopy Document Scanning Service
Customized Financial Reports
Accounts Payables Management - Starting $200 per month
Bank Statement Data Transcription Service
Accounts Receivables Management - Starting $200 per month
CFO Analytical and Advisory Services - Starting $200 per month

Service Contract Payment Plan & Terms

Always Included

  • Hassle-Free Auto-Scheduled Monthly Service Contract PAD Payment

  • No Locked-In Contract, Cancellation can be Made with 30 days Cancellation Notice

  • No Unexpected Services Fees with Annual Contract Agreement that Clearly Outlines Our Service Terms

  • Cost-Effective, Professional Bookkeeping, Accounting & Tax Solutions with an Affordable Monthly Instalment Plan

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