Since we are cloud accountants, we use only cloud accounting software. We are Xero Certified and use Xero for all full service engagements. We work with other software too, but organizations looking to remain on a desktop need not apply.
Bookkeeping done months after the fact isn’t a feasible accounting solution. You need to make informed business decisions based on current information. We believe in 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 if needed.
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. In addition to tax compliance, we monitor your tax situation and provide proactive advice and tax planning so you’re not caught off guard by a large tax bill.
SALES TAX / PAYROLL
In addition to filing your business tax return, we can file GST, HST and PST returns as required to ensure you are onside with your sales tax reporting requirements.
For payroll, we can recommend a cloud payroll app or prepare your payroll for you. Payroll packages include remittance filing, T4’s, and direct deposit setup.
CFO and Controller Services
Our CFO and virtual controller services may include any or all of the following: cash flow management, business plan development, performance analysis and reports, collecting and managing receivables, and bill payment. This is the perfect solution if you’d like someone to take on your accounting tasks, but you aren’t quite ready to hire a full time accountant yet.
As cloud accountants, technology is kind of our thing, and we are happy to provide consulting on technology integration. While we aren’t experts in all the software (Xero alone has over 700+ integrations), we do our best to help you find what you need. Even if that means referring you to another expert!