We use only cloud accounting software. We are Xero Certified and use it for all full service engagements but we will work with other software’s too. Those looking to remain on a desktop need not apply.
Real time bookkeeping to ensure you get the information you need when you need it. All bookkeeping is completed using a paperless and virtual approach. Training and apps are provided.
YEAR END FINANCIAL STATMENTS
Financial statements are prepared on a Notice to Reader basis. With our bookkeeping packages, we also provide internal statements for use at regular intervals with opportunities to review with a CPA (depending on the service level chosen).
TAX ADVICE AND COMPLIANCE
We file personal and corporate tax returns for small business owners. We monitor your tax situation and provide proactive advice and tax planning. If an issue of a highly technical nature arises, we have experts we can call upon.
SALES TAX / PAYROLL
We can file GST, HST and PST returns as required to ensure you are onside with your reporting requirements. For payroll, we will discuss options using one of our recommended cloud payroll apps. Payroll includes remittance filing, T4’s and direct deposit.
CFO and Controller Services
May include cash flow management, business pland development, performance analysis and reports, collecting and managing receivables and bill payment.
We will provide consulting on technology integration. We are not an expert at all the softwares (Xero alone has over 700+ integrations), but we will do our best to help you find what you need. Even if it is another expert!