Services
Everything your books and filings need,
under one roof.
Year-round bookkeeping, sales tax and payroll; annual T2 and T1 returns prepared from the same records; and help when you’ve fallen behind or the CRA writes. Pick what you need — nothing more.
Service finder
What do you need help with?
Choose the closest match. We’ll recommend where to start and what to have ready.
Pick the option closest to your situation.
We’ll recommend where to start, what usually goes with it, and what to have ready.
Year-round operations
Year-round operations
The monthly work that keeps a business organized.
BKMonthly BookkeepingEvery account reconciled, every transaction categorized, and a clear monthly picture — so tax time is paperwork, not archaeology.Bank account reconciliationCredit card reconciliationTransaction categorization to a clean chart of accountsGST/HSTGST/HSTRegistration help, organized sales tax records and accurate returns — monthly, quarterly or annually.Help determining whether and when you need to registerGST/HST registration assistanceChoosing a reporting period and understanding what it meansT4PayrollPay runs, source deductions, remittances, T4/T4A slips and ROEs — handled on schedule, with records that hold up.Payroll processing on your pay scheduleCPP, EI and income tax source deductionsVacation pay and common earnings typesP&LAccounting & Financial ReportingProfit and loss, balance sheet and cash flow you can make decisions with — plus accounting systems set up properly from day one.Profit & loss (income statement)Balance sheetCash flow summary
Tax filings
Tax filings
Annual returns, prepared from clean records.
T2Corporate Tax (T2)T2 corporate income tax returns prepared from reconciled books, with year-end adjustments and plain-language explanations.Review of the year’s bookkeeping and reconciliationsYear-end adjusting entries (accruals, amortization, shareholder loan)Financial statement information required for the GIFI schedulesT1Personal Tax (T1)T1 returns for employees, the self-employed, landlords and investors — prepared carefully, explained clearly.Employment income (T4)Self-employment and sole proprietor business incomeRental income and expenses
Recovery & support
Recovery & support
For when things have fallen behind or the CRA writes.
CUCatch-Up & Clean-Up BookkeepingMonths — or years — behind? We rebuild your records from statements up, in a set order, and get you back to current.A review of how far behind you are and which accounts are involvedA written scope and order of work before anything startsIdentification of any filing deadlines that are close or already passedCRACRA SupportGot a letter from the CRA? We help you understand it, organize the documents it asks for and respond on time.Plain-language review of the notice or letterWhat is being asked, by when, and what happens nextComparison against your filed return and records
Let’s look at your books together.
Tell us where things stand. We’ll review it, talk it through with you, and send a written scope before any work begins.
- 01Tell us about your situationA short form — no documents needed.
- 02We talk it throughA conversation about what you need and what you don’t.
- 03You get a written scopeClear deliverables and a quote before anything starts.