Ongoing Services

START-UP BUSINESS CONSULTATION

  • Provide a start-up company or proprietor with information about tax and reporting obligations
  • Assist registration of sales tax and payroll accounts

BOOKKEEPING

  • Maintain books from the start to finish, look after receivable/payable, and payroll. Put scanned documents into a secure file storage. The rest will be taken care of
  • Prepare timely month-end financial statements on an accrual basis for management purposes
  • Supervise bookkeeping online
  • Assist with the setup of QuickBooks Online and provide training

INCORPORATION

  • Provide necessary information and advice through collaboration with legal professionals

SALES TAX

  • Prepare and file GST/HST and provincial sales tax returns

CONSULTING SERVICES

  • Explain the financial position of your business by reading financial statements
  • Implement cloud-based accounting
  • Provide tax consultation
Once a Year

COMPILED FINANCIAL INFORMATION

  • Year-end work: Prepare a Compilation Engagement Report, including the balance sheet and income statement

CORPORATION AND PERSONAL INCOME TAX RETURN

  • Prepare T2 for corporations and T1 for individual clients (including self-employed)

T4/T4A

  • Prepare and file T4/T4A

COMMUNICATION WITH CRA

  • Assist corporate and individual taxpayers to communicate with the CRA, and prepare supporting documents for audit or re-assessment

COMMUNICATION WITH AN EXTERNAL ACCOUNTING FIRM

  • Prepare year-end working papers for review engagement or audit done by an external accounting firm