Bookkeeping
A clear picture of your business, every month.
Full-cycle bookkeeping, bank and credit card reconciliations, accounts payable and receivable, and monthly reporting.
- Monthly bookkeeping
- Bank and account reconciliations
- Management reports
OUR SERVICES
Accounting, tax
& business services.
Start your business, stay organized and make sense of your numbers—with practical accounting and tax support in one place.
Corporate tax
Make year-end a planned process.
T2 corporate tax preparation, year-end bookkeeping adjustments and supporting schedules, with clear communication about the information needed.
- T2 corporate income tax returns
- Year-end preparation
- Filing and payment coordination
Personal tax
Your return, with attention to the details.
T1 income tax preparation for individuals, families and self-employed professionals, including business and rental income reporting.
- Individual and family returns
- Self-employment income
- Rental income reporting
GST/HST
Keep sales tax organized.
GST/HST account setup, reconciliations and return preparation, with support organizing the records behind your filings.
- GST/HST registration
- Return preparation and filing
- Sales tax reconciliations
Payroll
Practical support for paying your people.
Payroll setup and processing, source deduction reconciliations, and year-end information return support.
- Payroll account registration
- Payroll processing and reconciliations
- T4 and T4A preparation
Business incorporation & setup
Start with the right foundations.
Administrative support with federal or Ontario incorporation, business number setup and CRA program account registrations.
- Incorporation filing assistance
- Business number registration
- GST/HST and payroll account setup
Outsourced finance support
More visibility. Better-informed decisions.
Flexible support with management reporting, budgeting, cash-flow forecasts and your month-end close, tailored to the stage of your business.
- Cash-flow planning and budgets
- Monthly financial reporting
- Month-end and year-end coordination
Catch-up & cleanup
Get your records back on track.
Bring outstanding bookkeeping up to date, investigate account differences and organize the information needed for overdue returns.
- Historical bookkeeping cleanup
- Account reconciliations
- Overdue return preparation
CRA correspondence support
Understand the next step.
Help organizing records, understanding information requests and preparing responses, with account access arranged through the appropriate authorization.
- CRA account balance reviews
- Information request support
- Supporting document preparation
Accounting systems & processes
Build a more organized way to work.
QuickBooks and Xero setup support, practical bookkeeping workflows and improvements to recurring finance processes.
- Accounting software setup
- Workflow improvements
- Multi-currency bookkeeping support
BEFORE WE GET STARTED
A few practical
questions, answered.
Know what to expect before you commit.
Can you take over my existing bookkeeping?
Yes. We can review your current records, identify any outstanding work and agree on a transition plan. This may include access to your accounting software, prior reports and recent account statements.
Can I work with you remotely?
Yes. Consultations and ongoing communication can be handled remotely. We’ll agree on how records will be shared as part of setting up the engagement.
How are your fees determined?
Fees depend on the services required, transaction volume, complexity and condition of your records. We’ll discuss the scope and agreed fees before starting the work.
Can you help with overdue books or returns?
Yes. We can assess outstanding bookkeeping and tax preparation, identify missing records and agree on the work needed to bring things up to date.
What should I have ready for a consultation?
A brief description of your business or tax situation, the services you need and any upcoming deadlines. You don’t need to send tax documents, identification or banking information with your first enquiry.
LET’S DISCUSS YOUR NEEDS