CLOUD ACCOUNTING AND ADVISORY
- Fractional controllership / Accountant services to assist above the basic bookkeeping requirements
- Cash-flow forecasting and budgeting
- Variance and KPI analysis
- Management reports
ONLINE / REMOTE BOOKKEEPING
- Snap pictures of receipts or expenses and let us complete the rest
- We offer weekly, bi-weekly and monthly reconciliation options
- We use Xero accounting software for all bookkeeping engagements (We are Gold Xero Partners)
- Monthly internal balance sheets and income statement deliverables
- A dedicated bookkeeper assigned to your account
If you are currently on a different accounting software – no worries – we can help you switch to Xero.
YEAR END COMPILED FINANCIAL STATEMENTS AND CORPORATE TAX RETURN
- Year-end team is trained on QuickBooks Online, Xero, Wave, Freshbooks, Sage and Desktop QBO (all software welcome for year-end services)
- Year-end adjusting journal entries for amortization and accruals
- Compiled Financial Statements
- Corporate Tax Return (T2)
- Annual GST/HST Filings
- T5 Slip Filing (Dividends)
- Bi-annual tax planning (minimum included on all year-end engagements) – limited to clients on cloud-based accounting software
TAX ADVICE AND COMPLIANCE
- Personal Tax Returns (T1’s) – for our corporate business owners
- GST/HST and PST Filings – monthly, quarterly or annual
- Tax planning and advice
- CRA representation
PAYROLL
- Payroll services for your business
- Direct deposit and automated CRA payroll remittances (never be late on a remittance again!)
- Employee portal for pay stubs and T4 filings
- T4 Summary and T4 slip filings
- WCB / WSIB filings
- Record of Employment (ROE)
BILL PAYMENT
- Bill payment using our payment tool. Pay your vendors at the click of a button with direct deposit, e-transfer or cheque options.
- Review payables and process payment on a regular interval
- Set up multiple authorized parties (such as directors) to ensure appropriate approval and review (great for not-for-profits with two signature requirements)
SR&ED
- SR&ED (Scientific Research and Experimental Development ) consulting services to help Canadian businesses maximize their SR&ED tax credits
- Completion of (SR&ED) claims / related schedules, ensuring compliance while optimizing your refund
- Guidance on the entire SR&ED tax credit application process
- CRA representation in the review or audit process of your SR&ED claim
INDUSTRIES WE SPECIALIZE IN
- Professional Service Firms – Clinics and Health Professionals, Legal, IT and Marketing – Providing cloud accounting, bookkeeping, tax planning and compliance, and advisory services tailored service based organizations
- Technology & Startups – Supporting tech companies with SR&ED tax credit claims, financial management, and cloud-based accounting solutions
- Not-for-Profits and Charities – Offering specialized bookkeeping including bill payment services, financial reporting, and compliance support for non-profit and Charity organizations
