Services
The Basics
Payroll
Do you have employees or are you looking to bring on new people? We can help you set up & streamline your payroll process. Let us help you with new hires, terminations, paying employees on time, making CRA remittances, and preparing T4 filings.
Sales Taxes (HST/GST)
If you are registered for GST/HST and need help managing the process, let us review or prepare your filings and ensure they are accurate and filed on time.
Bookkeeping
Let’s be honest, not everyone likes or has the time to do their own bookkeeping. Not a problem. Let us take care of your books for you. Keeping accurate books is essential, we can get you set up and organized in no time. There are plenty of cool tools and apps these days to make your bookkeeping seamless and more efficient.
Corporate Services
Financial Statement Preparation
If you’re incorporated, you’ll need to prepare a set of annual financial statements as at your fiscal year-end. We’ll look at your accounting to ensure it is accurate and presented appropriately and prepare a set of financial statements that captures the financial activities and position of the business.
Corporate Tax Filings
A corporation is required to file a T2 tax return at the end of its fiscal year. Let us prepare your return and file it in a timely manner.
Tax Planning
As a business owner, tax efficiency is achieved when you align your personal goals with your business. The ultimate goal is to reduce your tax liability.
Startups
Developing business plans, creating mission statements, incorporating a business, registering a trade name, setting up the most efficient tax structure, and assistance with obtaining financing. There are many things to consider when starting a business and we are here to help you get started.
Part-time Controller/CFO
Many small businesses need the guidance and support of a finance professional from time to time without incurring the costs of a full-time Controller or CFO. We can create an arrangement that works for you.
Budgeting & Forecasting
Managing your cash flow is critical. We can prepare forecasts and budgets so you can stay on top of your cash flow and monitor financial performance.
Purchase or Sale of a Business
Buying or selling a business is a big move and you need professional help with the steps along the way. Whether it’s analyzing the fairness of the purchase price and performing due diligence on your behalf as the buyer, or determining a fair asking price and minimizing your tax position as the seller. We are here to help guide you.
All-Inclusive Packages
If you are looking to outsource everything from your bookkeeping to Controller/CFO needs, please ask us about our complete comprehensive service packages.
Self-Employed (Unincorporated Businesses) Services
Tax Filings
Self-employed individuals are required to report their business activities on their personal tax returns. We can help you report your earnings accurately and minimize your tax balance by identifying and capturing all available deductions.
Rental Properties
Whether you have a single rental property or a portfolio of properties, we can help you report these on your personal tax return.
Personal Tax Service
Personal Tax Filing
Let us help prepare your T1 personal tax return so that it is accurate and filed in a timely manner. We ensure that you take advantage of all available deductions to minimize your tax balance.
Key Features
Up-Front Pricing
Once we get to know you and your needs, we will give you a quote before we begin so can take comfort in knowing what to expect.
Customized Services
We know every client has there own specific needs. We tailor our services to meet the needs and preferences of each individual client.
Technology & Systems
Choosing the optimal accounting system that suits your business needs is a critical decision.
Accessibility
Whether you prefer to meet in person, by phone or email, or virtually online – that is OK with us. We work within your schedule.
Virtual Services
Accessible anytime, anywhere through Skype & Google Hang Outs.
Online Apps
Innovative apps to help you streamline your bookkeeping processes and save you time.
Startups
Congratulations on choosing your new venture! We love entrepreneurs, let us help you get started.
Not seeing what you are looking for above? Not to worry. This is meant to be a list of the most common services available. We would be happy to offer a customized service tailored just for you and your specific needs.
Our Process
First – Let’s Schedule a Chat
We’ll find a time that works within your schedule, so you can tell us about you, your business, and what you are looking for. We get to know a bit about you, your current situation, your aspirations and ambitions and it gives us an opportunity to show how we can help you now and in the future.
Next – Let’s Work Together
Great! Now that we are on the same page and there is a good fit, let’s begin!
We’ll start by looking at your current records and processes, learning about your goals and objectives. We’ll get you organized, fine-tune your processes, recommend and implement new systems and get you moving forward towards success.
Our goal is to save you time & money and help you grow your business efficiently.
Your Success is Our Success!
Ready to get started?